Siebel Order Management Guide Addendum for Communications > Telco Subscription Management in Open UI >

Using the Customer Directory

Navigation typically begins from the customer directory, where you can click the name of the customer you want in order to go to the customer dashboard for that customer.

When users go to the customer directory, they see a list of all the accounts that they can access, with the Account Name, Account Number, Account Type, and Status fields of each.

Users can also expand the list to view the Address, City, State, Zip Code, Country, Main Phone#, Primary Contact, and Price List fields. This is useful, for example, if two accounts have similar names, so the user wants to view the address to distinguish between the accounts.

Customer directory is read-only. You can customize the application to make it possible to modify account information through customer directory.

To use the customer directory

1. Navigate to the Customer Directory screen.
2. If you want to work with a customer or activity that you have worked with in the last 30 days, then use the Recent Activity pane:
   • Click on an account name in the Recent Activity pane to display the Customer Dashboard for that account.
   • Click on an order number in the Recent Activity pane to display the Order Line Item view for that order.
3. If necessary, query to find the customer you want.

   You can search for an account by name, account number or its service identifier such as a mobile phone number.

4. If the query result includes multiple accounts, then expand the accounts to see more information (such as address, main phone number, primary contact, and price list), so you know which is the account you want.
5. Click the name of the customer you want in order to display the dashboard for that customer.

   For more information about the dashboard, see Using the Customer Dashboard.