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Creating Funds

From within Siebel CRM On Demand High-Tech Edition, you create a fund by entering information in a form. You can access this form from different areas within the application, depending on what you are working on and what you need to do.

This section describes one method for creating a fund, which allows you to add the record while continuing with your work in the main area of the application. For a description of all the methods, see Creating Records.

To create a fund using the Create box

  1. From any page, go to the Create box in the left Action bar.
  2. From the list, click the Fund link.
  3. In the New Fund form, enter the required information. For information on the fields, see Fund Fields.
  4. Save the record.

Published May 2008