Siebel Communications Guide - Downloads - Oracle

Accounts in Siebel Communications ■ Creating an Account in Siebel Communications
(End User)
The external organization appears in the selection box that is displayed when an end user enters an
external organization field. External organization fields include, but are not limited to, those listed
in Table 12.
Table 12. Examples of External Organization Fields
Screen View Field
Accounts Equipment, Other Equipment Supplier
Accounts Infrastructure Owner
Premises Infrastructure, Account Detail Owner
Work Orders More Info Provider
Creating an Account in Siebel
Communications (End User)
An account forms the major link for entering detailed information about customers. After adding
accounts in Siebel Communications, end users can contribute information for tracking customer
service, processing requests, viewing agreements, and so on.
To create an account
1 Navigate to the Accounts screen.
2 In the link bar, click Accounts list.
3 Add a new record to the Accounts list, and complete the necessary fields in the Account record
and the More Info form. To access more fields, click the show more button in the form.
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Some fields are described in the following table.
Field Comments
Account Class Distinguishes an account within an account hierarchy when dividing
accounts into billing or service accounts. The Billing Account and Service
Account Explorers filter on this field. Also, the accounts available for
association in the Quotes and Entry views are determined by account
classes.
For Account Class, select Customer if you are creating a residential
customer account.
For more information on account classes, see “About Accounts in Siebel
Communications” on page 43.
Account Team Determines who can access information about the account.
Siebel Communications Guide Version 8.1 Rev. D