Managing Households for Siebel Financial Services

A household is a group of people who live together in the same dwelling.

These procedures are included in this section:

• View Household Details

• Change Household Information

• Change Contact Information for a Household

• View Note Information for a Household

• View Activity Information for a Household

• View Opportunity Information for a Household

• Viewing Financial Account Information for a Household

• Change Address Information for a Household

Note: You must complete the relevant setup tasks detailed in the Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Financial Services.