1. Energy Guide
  2. Adding an Activity to a Credit Alert in Siebel Energy (End User)

Adding an Activity to a Credit Alert in Siebel Energy (End User)

End users can associate activities with a credit alert. The Credit Alert Activities view displays all activities associated with a selected credit alert.

To add an activity to a credit alert

  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 Activities view tab.

  4. In the Activities list, add a record, and complete the necessary fields.