Page 66 - ICS Siebel 8.1 and Master Template.11.16.15_Neat

ICS Siebel 8.1 and Master Template Overview

 Contact Tab - click the “New Query” button to open a new contact line
 Enter search criteria here

 Enter the customer’s full name and state
 Click “Execute Query” button

Note: The fields are case sensitive. Follow the rules for capitalizing names and
addresses

 When the query returns multiple records

 Right click and click “Refine Query” refining allows you to add more details to
the original search criteria.

 If the customer’s contact record is found
o Click the last name
o If no record is found in query search, you will create a new Contact
record.

GM Confidential Page 66 09/25/15