Modifying Return Information for an Account

A return is an order that the customer returns. Complete the following procedure to modify the return information for an account.

To modify the return information for an account

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Update an existing return order for the account as follows:

   1. Select Returns from the Side Menu in the main pane.

      All the returns associated with the selected account appear in the main pane.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new return order for the account as follows:

   1. Select Returns from the Side Menu in the main pane, and then tap New (the plus (+) icon) next to Returns in the main pane.

   2. Enter the information for the new return order in the fields that appear, and then save the record.

   3. Drill down on the link in the RMA # field.

      The return order detail view opens. For more information, see Managing Return Orders for Siebel Consumer Goods.