Viewing Contacts and Service Profiles for Accounts

You can view the service profile for the account. This profile contains information about the products and assets that are associated with the account. You can also view information about the customer contacts who handle an account. For more information about using the Contacts view, see Siebel Fundamentals.

To view the contacts and the service profile for an account

Navigate to the Accounts screen, then the Accounts List view.

Some fields are described in the following table.

Field	Comments
Account Name	Displays the name of the account.
Organization	Displays the organization for the account. The organization limits the visibility of data. If you select All Accounts Across Organizations in the visibility filter, then the accounts for all organizations appear. For more information about setting up organizations, see Siebel Security Guide. If you own a record, then you can see it when you select My Accounts in the visibility filter, even if the record does not apply to your organization. However, you do not see the record when you select All Accounts in the visibility filter if the record does not apply to your organization.

Field

Comments

Account Name

Displays the name of the account.

Organization

Displays the organization for the account. The organization limits the visibility of data. If you select All Accounts Across Organizations in the visibility filter, then the accounts for all organizations appear. For more information about setting up organizations, see Siebel Security Guide.

If you own a record, then you can see it when you select My Accounts in the visibility filter, even if the record does not apply to your organization. However, you do not see the record when you select All Accounts in the visibility filter if the record does not apply to your organization.

Drill down on the Account Name field for a selected account.
The Contacts view shows the contacts for the account.
Click the Service Profile view tab.
The Service Profile view shows that products that are associated with the account. The Assets list shows the assets that are associated with a selected product.