About Adding Financial Accounts

In Siebel Automotive, administrators can add financial accounts from the Financial Accounts screen. In many companies, Siebel Automotive is not an organization's primary method of record for financial accounts. Typically a system administrator loads financial account information from another source into Siebel Automotive.

Note: Financial account records must be associated with at least one contact when they are created. If a financial account is not associated with a contact when it is created, the account does not appear in the Financial Accounts screen.