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Siebel Fundamentals
What's New in This Release
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Getting Started with Your Siebel Application
Logging Into Your Siebel Application
Enabling QuickStart Agent for the Siebel Mobile Web Client
Setting Internet Explorer Options for Calendar Printing
Changing Browser Security Levels
Using Web Browser Back, Forward, History, and Refresh Functions
Using the Inbox
Exiting the Siebel Application
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About the User Interface
About Siebel Application Window Components
About the Application-Level Menu
About the Branding Area in the User Interface
About the Application Toolbar
About the Action Pane
About the Search Center
About Case and Accent Insensitive Query
About the Thread Bar in the User Interface
About Screens in the User Interface
About Screen Home Pages
About Views and Subviews in the User Interface
About Using the Visibility Filter in Lists
About View Tabs in the User Interface
About Subviews in the User Interface
About Using the Drop-Down Arrow for Screen Navigation
About the Link Bar in the User Interface
About Lists in the User Interface
About Vertical Scroll Bars in Lists
About Horizontal Scroll Bars in Lists
About Show More and Show Less Buttons in Lists
About Forms in the User Interface
About Charts in the User Interface
About Explorer Views in the User Interface
About Common Buttons in Lists and Forms in the User Interface
About the Message Bar in the User Interface
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About Records, Fields, and Field Controls
About Records
About Fields
About Text Fields
About Field Controls
About Check Boxes
About Option Buttons
About Drop-Down Lists
About Field Control Buttons
About the Currency Calculator
About the Calendar Control
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Using the Site Map
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Using iHelp
About iHelp
Using iHelp to Complete Tasks
Using the iHelp Map
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Common Record Tasks
Creating Records
Using Quick Fill to Create Records
Copying Records
Editing Records
Changing Multiple Records
Saving Data
Canceling Changes
Deleting Records
Associating Records
Printing Records
Using Record Hyperlinks
Displaying Record Count
Finding Information About Records
Identifying New Records
Flagging Records
Adding Notes to Records
Merging Duplicate Records
Spell Checking Fields
Attaching Files to Records
Attaching URLs to Records
Organizing Columns in a List
Sorting Records in a List
Freezing Columns in a List
Resizing Columns
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Using Selection Dialog Boxes
Launching Selection Dialog Boxes
Associating Records Using a Single Selection Dialog Box
Associating Records Using a Shuttle Dialog Box
Finding Records in a Selection Dialog Box
Querying for Records in a Selection Dialog Box
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Using Query to Locate Information
About Querying
Predefined Queries
Case and Accent Insensitive Queries
Creating, Executing, and Saving Queries
Refining Queries
Deleting Queries
Canceling Long-Running Queries
Using the Query Assistant
About Using Default Queries
About Querying a Telephone Number
Simple Query Operators
Compound Query Operators
Query Tips
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Using Search to Locate Information
About Search
Using the Search Center
Setting Search Preferences
Viewing Your Search Results
Working with Result Records
Saving Your Search Criteria
Viewing Your Recent Saved Searches
Search Operators
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Using Task UI
About Task User Interface
Using Task UI
Navigational Buttons for Task UI
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Sharing Information
Running Reports
Emailing, Faxing, Paging, and Wireless Messaging
Using the Send Email Command
Using the HTML Editor
Creating Siebel Bookmarks
Creating Shortcuts to Siebel Records
Importing Data
Exporting Data
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Synchronizing Data
About Database Synchronization
Illustration of a Synchronization Process
About Synchronizing with a Personal Information Manager Server
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Using the Calendar
About the Calendar
About Calendar Views
About Viewing Activities
About Calendar Activity Defaults
About Recurring Activity Defaults
About Calendar Activity Fields
About Using the Participant Availability Subview
About Using Group Calendars
About Using Alarms for Activities
Viewing Calendar Activities
Adding Activities to the Calendar
Adding To Do Activities to the To Do List
Creating Recurring Calendar Activities
Deleting Calendar Activities
Deleting Recurring Calendar Activities
Marking To Do Activities Complete
Changing Calendar Activities
Rescheduling Activities
Adding Participants to Activities
Removing Participants From Activities
Reassigning Activities
Granting Access to Your Calendar
Viewing Other Users' Calendars
Setting Alarms
Snoozing and Dismissing Alarms
Changing the Date
Querying Your Calendar
Printing Your Calendar
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Customizing Home Pages
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Setting User Preferences
About User Preferences
Setting Time Zone Preferences
Setting a Startup View
Setting Quick Print Options
Setting Outbound Communications Preferences for Send Email
Setting Search Preferences
Setting Up Default Queries
Viewing Saved Queries
Changing Default Spell Check Options
Customizing Aspects of the Message Bar
Setting Up View Links for Screen Home Pages
Showing, Hiding, and Reordering Screen and View Tabs
Customizing Aspects of the Calendar
Changing the Length of the Calendar Day
Setting Up Default Calendar Activity Durations
Turning On Alarms for All Calendar Activities
Setting Up Default Alarm Lead Times
Setting Up Default Alarm Snooze Times
Setting Up Meeting Email Notification Prompts
Setting Up Default Calendar Views
Setting Up Another User's Calendar as Your Default Calendar
Setting Up Default Participant Availability Subviews
Maintaining Quick Fill Templates
About Setting Up Synchronization Preferences
About Status Fields in the Profile View
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Using Keyboard Shortcuts
About Keyboard Shortcuts
About Modes of Operation for Keyboard Shortcuts
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