Bookshelf v7.5.3: Application-Level Menu

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Application-Level Menu

Located in the upper left corner of the application window, the application-level menu consists of the File, Edit, View, and Help menus. The functionality provided by each menu in the application-level menu depends on the application and the configuration you are using.

CAUTION: The commands found in the application-level menu may not be available from every screen and view. See your Siebel administrator for more information.

File Menu

Provides access to communication features, such as correspondence, email, fax, and page; save record functionality; synchronization; and logout. Table 4 provides a brief overview of each command available in the File menu.

Table 4. File Menu Commands
File Menu Command	Description
Auto > Expense Report	Creates an expense report automatically. For more information about expense reports, see Siebel Professional Services Automation Guide.
Auto > Time Sheet	Creates a time sheet automatically. For more information about time sheets, see Siebel Professional Services Automation Guide.
New > Record	Creates a new record in the selected form or list. For more information, see Adding a Record.
New > Communication	Creates a new communication. For more information about communications, see Siebel Communications Server Administration Guide.
New > Correspondence	Creates a new correspondence. For more information about correspondence, see Siebel Sales User Guide.
Save Record	Saves the current record. For more information, see Saving Data.
Send > Email	Allows you to send email directly from the Siebel application. For more information about send functionality, see Emailing, Faxing, Paging, and Wireless Messaging.
Send > Fax	Allows you to send a fax directly from the Siebel application.
Send > Page	Allows you to page someone directly from the Siebel application.
Send > Wireless Message	Allows you to send a message to another person's wireless device from the Siebel application.
Synchronize > Database	Synchronizes your database. For more information about synchronizing your database, see Synchronizing Data.
Connect	Allows you to log on with an alternate User ID.
Log Out	Logs you out of the Siebel application and ends your session.

Edit Menu

Provides access to record and query features. Table 5 provides a brief overview of each command available in the Edit menu.

Table 5. Edit Menu Commands
Edit Menu Command	Description
Undo Record	Deletes the most recent change you make to a record. For more information, see Canceling Changes.
Delete Record	Deletes the selected record. For more information, see Deleting a Record.
Edit Record	Puts the selected record into edit mode, allowing you to modify it. You can also click in a record to edit it. If the Edit Record command is unavailable, you will probably be able to edit a record simply by clicking in its fields. For more information, see Editing a Record.
Copy Record	Creates a copy of the selected record. For more information, see Copying a Record.
Change Records	Launches the Change Records dialog box which allows you to modify a large number of records simultaneously. For more information see Changing Multiple Records.
Merge Records	Allows you to merge two or more records into one record. For more information see Merging Duplicate Records.
Select All	Highlights and selects every record in the selected list.
Query > New	Opens a blank query in the selected screen. For more information about querying, see Common Query Tasks.
Query > Run	Executes a newly created query.
Query > Refine	Allows you to refine a query.
Query > Save	Allows you to save a recently executed query.
Query > Save As	Allows you to save a query with a new name.
Query > Delete	Launches the Save Query As dialog box, allowing you to delete a user-defined query.

View Menu

Provides access to the Site Map, reports, user preferences, columns displayed, and advanced sort. Table 6 provides a brief overview of each command available in the View menu.

Table 6. View Menu Commands
View Menu Command	Description
Site Map	Opens the Site Map. For more information about the Site Map, see Site Map.
Reports	Launches the Reports dialog box. For more information about running reports, see Running Reports.
User Preferences	Opens the User Preferences screen. For more information about User Preferences, see User Preferences.
Columns Displayed	Launches the Columns Displayed dialog box which allows you to modify columns in a list. For more information, see Columns Displayed.
Search	Opens the Search Center. For more information about the Search Center, see Using the Search Center.
Advanced Sort	Launches the Advanced Sort dialog box which allows you to sort data in columns. For more information, see Performing an Advanced Sort.
First Records	Navigate to the first record in a form; navigate to the first set of records in a list.
Previous Records	Navigate to the previous record in a form; navigate to the previous set of records in a list.
Next Records	Navigate to the next record in a form; navigate to the next set of records in a list.
Last Records	Navigate to the last record in a form; navigate to the last set of records in a list.
Open Customer Dashboard	Opens the customer dashboard. For more information about the customer dashboard, see Siebel Call Center User Guide.
Close Customer Dashboard	Closes the customer dashboard.
Clear Customer Dashboard	Clears the customer dashboard of customer information.

Help Menu

Provides access to Online Help, technical support information, and other help features. Table 7 provides a brief overview of each command available in the Help menu.

Table 7. Help Menu Commands
Help Menu Command	Description
Contents	Opens Online Help.
Technical Support	Opens the Technical Support dialog box, which provides details about the Siebel application, including the version of the software you are using, the user name you logged in with, and other, more technical, details.
Suggestion Box	Opens a special survey on the Siebel Systems Web site in which you can provide suggestions for the Siebel product you are using.
About SRF	Opens the About SRF dialog box, which provides detailed technical information about the software repository file associated with the Siebel application you are running.
About View	Opens the About View dialog box, which provides details about the screen, view, and technical components of what is currently being displayed in the application window.
About Siebel	Opens the About Siebel dialog box, which provides copyright information and a brief discussion of Siebel Systems' software products.