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Accounts Homepage

The Accounts Homepage is the starting point for managing accounts. This page contains several sections and displays account information that is relevant to you. If your user role includes the Personalize Homepages privilege, you can add sections to the page and remove sections from the page.

The following are some of the sections that can be displayed on your Accounts Homepage:

Account Lists Section

The Account Lists section displays this information:

  • Account Lists. The first ten filtered lists. Filtered lists are subsets or groups of accounts that allow you to limit the number of accounts to work with at a time.

    The application comes with a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists based on different criteria. These custom lists appear above the standard set of lists.

    If an already-created list does not appear on the Accounts Homepage, click any list. Then, on the Account List page, click the drop-down list to see all the available lists, and make your selection.

    The following table describes the standard lists.

    This Account List

    Displays

    All Accounts

    All accounts, sorted alphabetically on Account Name

    All Customer Accounts

    Accounts with Type = Customer

    All Prospect Accounts

    Accounts with Type = Prospect

    All Recently Created Accounts

    All accounts, sorted by the created date

    All Recently Modified Accounts

    All accounts, sorted by the modified date

    All Referenceable Accounts

    Accounts with Reference check box selected

    All Top Accounts

    Accounts with Priority=High

    My Accounts

    Accounts with your name in the Owner field

    For information on creating these lists, see Limiting Account Records Displayed.

  • Manage Lists. This link takes you to the page where you can review all available filtered lists, create a new list, or view, edit, or delete an existing list. The Manage Lists page also includes the standard lists delivered with Siebel CRM On Demand. These lists are view-only; therefore you cannot edit or delete them.

My Recently Viewed Accounts Section

The My Recently Viewed Accounts section shows this information:

  • My Recently Viewed Accounts list. List of the ten most recently viewed accounts.
  • Show Full List. Link for expanding the list of most recently viewed accounts.

My Open Account-Related Tasks Section

The My Open Account-Related Tasks section shows the open account-related tasks assigned to you, sorted by due date and then priority. It also shows this information:

  • Due Date. Date task is due as set by you or your manager.
  • Arrow symbol. Priority for tasks as set by you or your manager. An upward pointing red arrow indicates high priority, a downward pointing green arrow indicates low priority, and no arrow indicates medium priority.
  • Subject. Title of task. Click the link to review the task.
  • Account. Account name associated with this task. Click the link to view the Account Detail page.
  • Show Full List. Link for expanding the list of account-related tasks.

Account Analysis Section

Your company administrator can change the analysis shown in this section. In the standard application, the Account Analysis section shows a comprehensive account distribution and closed revenue analysis. In this section, you can identify the top performing and underperforming customers, as well as the new market segments.

In this section, you can place your pointer on the chart to see specific information, click a segment to review a detailed report, or change the categories in the drop-down lists to view the same data from another perspective.

Other Sections

If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Accounts Homepage:

  • My Recently Created Accounts
  • My Recently Modified Accounts
  • Recently Created Accounts
  • Recently Modified Accounts
  • My Current Account Related Tasks
  • Account Tasks

To add sections to your Accounts Homepage

  1. On the Accounts Homepage, click the Edit Layout link.
  2. On the Account Homepage Layout page, use the directional arrows to add or remove sections and to organize the sections on the page.
  3. Click Save.

Published May 2008