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Configuring Summary Views

In Siebel Finance, summary views have been restructured. In the past, multiple summary views existed, typically one summary view for a particular type of user. For example, there were preconfigured summary views specifically for salespeople and customer service agents. This has been replaced by common summary views whose appearance can be configured by individual end users.

Users can change the way a list appears in a summary view by using the controls in the top right corner of each list. These controls, described in Table 2, allow users to manage what appears on the summary view.

Table 2. Summary View Controls
Button
Description

Hide

Temporarily hides a list or form from view.

Collapse

Collapses the list of records. If the list cannot be collapsed, the expand button appears instead of the collapse button.

Expand

Expands the list of records. If the list cannot be expanded, the collapse button appears instead of the expand button.

Any changes made to a summary view layout are only visible to the current user and remain in effect until that user changes them again or reverts to the default layout. If users hide a list, they must click Edit Layout to restore it. For more information, see Editing a Summary View Layout.

Editing a Summary View Layout

Using the Edit Layout view, users can restore hidden lists, collapse or expand all lists, move lists or forms up or down on the page, or revert to the default layout. The edit layout buttons, described in Table 3, allow users to change the way a summary view appears and apply those changes to future sessions.

Table 3. Edit Layout Buttons 
Button
Description

Collapse

Collapses the list or form.

Expand

Expands the list or form.

Move up

Moves the list or form up on the home page.

Move down

Moves the list or form down on the home page.

Show

Displays the list or form on the home page.

Hide

Hides the list or form from view on the home page.

For more information on available summary views, see Viewing a Contact Summary (End User), Viewing Company Summaries (End User), and Viewing Household Summaries.

    
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