Recording Customer Decisions About Account Adjustments

To record a customer’s decision about an account adjustment outcome, follow this procedure.

To record the customer’s decision about an account adjustment outcome

1. Navigate to the Credit Management screen, then the Credit Alert List view.

2. Drill down on the alert number of the credit alert.

3. Click the Account Adjustments view tab.

4. In the Account Adjustments list, enter information in the Customer Decision and Customer Decision Date fields.

   Note: If your company’s policy does not require a customer decision regarding an account adjustment outcome, then the customer decision fields might not appear in Siebel Communications.

5. If the customer rejects the outcome, then discuss the options again and submit another request.