Siebel CRM Siebel Mobile Guide: Connected Siebel Innovation Pack 2017, Rev. A E52426-01 |
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An financial application is a form that an individual or company submits to set up a financial account.
The following procedure related to financial applications and financial application management is included in this topic:
Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Finance. |
You can display financial application details by using the Applications list.You cannot modify financial application information. This information originates in the non-mobile application for Siebel Finance.
To display financial application details
Tap Side Menu and then tap Applications to display the Applications list and details for the selected financial application in the main pane.
Tap a financial application in the Financial Applications list.