Adding a Contact Record

To add a contact record in Siebel Communications, follow this procedure. For more information about adding contacts, see Siebel Applications Administration Guide.

To add a contact record

1. Navigate to the Contacts screen, then the Contacts List view.

2. Add a new record to the Contacts list, and complete the necessary fields in the record and the More Info form.

3. In the Account field, select one or more accounts in the dialog box.

   If multiple accounts are associated with this contact, then designate one account as the primary account by selecting the Primary field for that account.