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A
Account Call Submit button
editing user properties (table) 1
flowchart 1
account calls
Accounts view, adding from 1
attendee information, entering for an account call 1
Auto Call, about 1
Auto Update, about 1
completed call, submitting 1
described 1
Smart Call, about 1
Accounts view, adding from account call 1
accounts, managing
account address, adding 1
account described 1
account notes, adding 1
account, adding 1
affiliations, indicating between accounts and contacts 1
call account, specifying best times to 1
sales data, viewing 1
Active inventory type, described 1
Activities view, adding from general activity 1
All Records PDQs, about 1
Applet print tag 1
applets
multiple applet views, screen allocation 1
multiple applet views, toggling between 1
architecture overview, five layers listed 1
asterisk (*), meaning in forms and applets 1
attendee information, entering for an account call 1
audience for guide 1
Auto Call button
about 1
unused records, deleting 1
auto pop-up lists
about 1
data visibility, about controlling 1 , 2
Auto Update, about 1
B
backup
See Client Installation, Backup, and Restore
business components
filters, creating 1
objects that should not be changed (table) 1
Siebel ePharma classes (table) 1
Siebel ePharna supported (table) 1
business object declarations, setting PDQ examples 1
business objects
objects that should not be changed (table) 1
buttons, about and functionality (table) 1
C
Cabinet file (CAB), about creating 1
Calendar view, adding general activity 1
calls, planning and recording
account call, adding from the Account Call view 1
account call, adding from the Accounts view 1
attendee information, entering for an account call 1
business scenarios 1
completed account call, submitting 1
completed contact call, submitting 1
contact and account calls, described 1
contact call, adding from the Contacts Calls view 1
contact call, adding from the Contacts view 1
decision issues discussed during call, recording information about 1
personal lists, about 1
personal lists, creating 1
products detailed information, entering for an account call 1
products detailed, recording information about 1
promotional items dropped, recording information about 1
samples dropped, recording information about 1
Siebel Samples Management, about working with calls 1
signature, capturing 1
Smart Call template, applying 1
unused account call records created from the Auto Call button, deleting 1
Cell print tag 1
checksums
client installation, troubleshooting 1
Client Wins conflict resolution, about using to update conflicts 1
Comment print tag 1
CompactFlash card
backing up, about 1
installation, setting up on 1
installing from 1
Companion Sync
administration of 1
architecture (diagram) 1
checklist, using to troubleshoot 1
handheld, installing on 1
journal files, about 1
journal files, automatic forwarding 1
journal files, viewing 1
journal log files, concatenating 1
log files, using for troubleshooting 1
macro constants, about and tailoring 1
note, synchronizing to the Siebel Server 1
companion synchronization server, described 1
compiling the repository, about 1
configuration file
See also Specifying Default Views in the Configuration File
default views, specifying 1
directives, about 1
location 1
configuring
See also Recommended Configuration Guidelines
guidelines, recommended 1
Siebel Handheld client 1
Siebel Web Client and Siebel Handheld Client, differences in configuring 1
contact calls
Auto Call, about 1
Auto Update, about 1
completed contact call, submitting 1
described 1
Smart Call, about 1
Contact Calls view, adding from contact call 1
contact names, about retaining and deleting 1
contacts, managing
affiliations, indicating between contacts and accounts 1
contact addresses, adding 1
contact call, adding from the Contacts view 1
contact information, adding additional 1
contacts, adding 1
contacts, described 1
contacts, specifying best time to call 1
license information, adding and editing 1
medical education event, inviting to 1
notes, sharing about a contact 1
prescription data, viewing 1
D
data filtering
developing data filters, steps 1
methods, list of 1
pick applet, data filtering for 1
Predefined Queries (PDQs) 1
Query by Example filters (QBE) 1
database backups, enabling
about 1
database backup parameters, editing 1
external media, about backing up 1
setting up, steps to 1
troubleshooting 1
DDvP
See Synchronization Methods and Architecture
DEA number, validation
about 1
DEA number checksum algorithm (table) 1
decision issues discussed during call, recording information about 1
default sync filters, about 1
Direct Server Sync via Proxy, about 1
Direct Server Synchronization
See also Stand-Alone Deployments
about 1
about and diagram 1
checklist, using to troubleshoot 1
described 1
log files, using for troubleshooting 1
Direct Server Synchronization (DDS) infrastructure
CompactFlash card, setting up installation on 1
database backup, enabling 1
DDS components, installing (procedure) 1
DDS components, installment options described 1
DDS Object Manager configuration file, editing 1
DSS URL, about changing 1
external media, installing from 1
handheld logging parameters, configuring 1
handheld, installing on 1
hardware and network configuration, recommended 1
installation configuration file, editing 1
planning, about 1
print templates, about installing 1
server logging levels, configuring 1
server process management, optimizing 1
server topology overview, about and diagram 1
synchronization performance and scalability 1
direct synchronization server, described 1
disclaimer text, editing 1
distributor name, changing in Siebel Signature Capture display 1
Divider print tag 1
drill-down only views, about 1
DSS URL, about changing 1
Duration field, exposing in Activities view 1
E
end user error messages
EndofLine print tag 1
error messages
expense reports
creating an expense report 1
detailed line items, adding 1
extended insert processing
enabling, ways to 1
FailOnError setting, about using 1
handling, about ways to 1
settings, recommended 1
extended pick processing
about 1
enabling 1
note, resolving conflicts 1
settings, recommended 1
external media
See also Enabling Database Backup
backing up, about 1
installing from 1
F
filtering
Footer print tag 1
form applets
group boxes 1
labels 1
layout sequence 1
Format print tag 1
G
general activities, creating
about and scenario 1
Activities view, adding from 1
Calendar view, adding 1
general sync filters, about 1
GetCount print tag 1
GetDate print tag 1
GetField print tag 1
GetRegistry print tag 1
GetTime print tag 1
GetTotal print tag 1
guide
audience for 1
organization of 1
resources, additional 1
H
handheld device logs
list of 1
synchronization errors, logging 1
handheld logging parameters, configuring 1
Handheld PC
form applets, layout sequence 1
multiple applet views screen allocation 1
status bar, about 1
toolbars, configuring 1
uninstalling handheld application 1
Header print tag 1
help
Siebel Expert Services, about using 1
Siebel Professional Services, about using 1
Home Page applets, configuring 1
hyperlinks, about configuring 1
I
Inactive inventory type, described 1
initial count adjustments, creating and submitting 1
initial master inventory
establishing, about 1
initial count adjustments, creating and submitting 1
products, adding to inventory and submitting an initial count 1
installing software
about ways to 1
Companion Sync users, for 1
Direct Server Sync, users for 1
reinstalling or upgrading 1
uninstalling handheld application 1
inventory
initial master inventory 1
initial master inventory control 1
initial master inventory control, about establishing 1
inventory periods, table of 1
inventory sample records, managing 1
J
Journal Viewer, using to 1
L
license, adding and editing license information 1
list applets
See also List Applets
about and guidelines 1
List of Values, filtering out 1
log files
Companion Sync logs, using for troubleshooting 1
Direct Server Sync logs, using for troubleshooting 1
handheld device logs, using for troubleshooting 1
server logging levels, configuring 1
logging parameters, configuring 1
LogSQLStmts parameter, caution setting 1
LogSSAErrors parameter, caution setting 1
M
MarginBottom parameter, about 1
MarginLeft parameter, about 1
MarginRight parameter, about 1
MarginTop parameter, about 1
MedEd event
medical education event, setting up
about 1
contact, inviting to an event 1
creating a medical education event 1
memory
caution, log files using available memory 1
Microsoft ActiveSync, about 1
multiple synchronization servers, about using 1
Multi-Value Group applet, support of 1
N
network performance, about 1
notes, sharing about a contact 1
O
objects that should not be changed (table) 1
organization of guide 1
P
Page Break print tag 1
PaperHeight parameter, about 1
PaperSize parameter, about 1
PaperWidth parameter, about 1
PDQ filters, administration
Companion Sync, about 1
Direct Server Sync mode, about 1
performance
client performance, about 1
network performance, about 1
server performance, about 1
SQLTrace, enabling 1
personal lists
about 1
creating 1
pick applets, data filtering for
about 1
business object declarations, setting examples 1
configuration file directives 1
Popup Visibility Type setting, overriding 1
visibility, designating 1
Picture print tag 1
Planned Start field, exposing in Activities view 1
Pocket PC
form applets, layout sequence 1
menu bar, about using 1
multiple applet views, screen allocation 1
status bar, about 1
toolbars, configuring 1
uninstalling handheld application 1
pop-up lists
auto pop-up lists, about 1
data visibility, about controlling 1 , 2
Popup Visibility Type setting, overriding 1
Predefined Queries (PDQs)
about and example 1
All Records PDQs, about 1
default PDQs, configuring 1
general and default PDQ filters, described 1
PDQ filters, summary of use (table) 1
prescription data, viewing 1
print applets, designing
See also Designing Print Applets
about 1
form applets, designing 1
list applets, designing 1
Print button
See also Configuring Print Buttons
configuring (procedure) 1
configuring, about 1
print tagging language
See Overview
print templates
See also Installing Print Templates
Applet print tag 1
Cell print tag 1
Comment print tag 1
Divider print tag 1
EndofLine print tag 1
Footer print tag 1
Format print tag 1
GetCount print tag 1
GetDate print tag 1
GetField print tag 1
GetRegistry print tag 1
GetTime print tag 1
GetTotal print tag 1
Header print tag 1
Page Break print tag 1
Picture print tag 1
print template file example 1
print template file, creating overview 1
SetVariable print tag 1
Static Text print tag 1
Title print tag 1
variables, example using in template 1
PrinterBaudrate parameter, about 1
PrinterCompressed parameter, about 1
PrinterDensity parameter, about 1
PrinterDither parameter, about 1
PrinterDraftMode parameter, about 1
PrinterFormFeed parameter, about 1
PrinterHandshake parameter, about 1
PrinterOrientation parameter, about 1
PrinterPort parameter, about 1
PrinterType parameter, about 1
printing receipts for samples dropped 1
See also Preparing Receipts for Calls
printing, configuration settings
See also Installing Print Templates
default printing settings, list of 1
MarginBottom parameter, about 1
MarginLeft parameter, about 1
MarginRight parameter, about 1
MarginTop parameter, about 1
PaperHeight parameter, about 1
PaperSize parameter, about 1
PaperWidth parameter, about 1
parameters and syntax, about 1
PrinterBaudrate parameter, about 1
PrinterCompressed parameter, about 1
PrinterDensity parameter, about 1
PrinterDither parameter, about 1
PrinterDraftMode parameter, about 1
PrinterFormFeed parameter, about 1
PrinterHandshake parameter, about 1
PrinterOrientation parameter, about 1
PrinterPort parameter, about 1
PrinterType parameter, about 1
printing, configuring for the handheld
See also Designing Print Applets
about 1
defining documents for printing 1
print applets, configuring for printing 1
print applets, designing 1
Print buttons, about configuring 1
Print buttons, configuring (procedure) 1
private notes
account notes, adding 1
contact notes, adding 1
products
inventory, adding to and submitting an initial count 1
samples transaction, adding to 1
Professional Call Submit button
editing user properties (table) 1
flowchart 1
promotional items dropped, recording information about 1
Q
Query by Example filters (QBE)
about 1
business component filters, adding 1
List of Values, filtering out 1
R
Reconciled inventory type, described 1
recovering data
Companion Sync journal files 1
Siebel Handheld Journaling 1
reinstalling handheld application 1
remote database
See Synchronization Conflict Handling and Recovery
report
expense report, creating 1
views, associating with 1
repository
.SRF file, location of 1
compiling, about 1
Repository Configuration, about 1
resources, additional 1
restore, troubleshooting 1
returned samples 1
S
sales data, viewing 1
sample views, list of 1
samples
See also Recording Contact Calls
dropped, recording information about 1
inventory records, managing, about 1
printing receipts for samples dropped 1
returned to home office 1
samples order, creating 1
samples transaction
See also Adjusting a Samples Transaction
product, adding to 1
quantity, adjusting 1
samples transfer
See also Creating a Samples Transfer
about 1
acknowledging receipt of 1
creating (procedure) 1
samples, managing
See also Adjusting a Samples Transaction
about 1
business scenario 1
initial master inventory, about establishing 1
inventory periods, table of 1
sample views, list of 1
samples order, creating 1
samples transaction, adding a product to 1
samples transaction, adjusting a quantity 1
samples transfer, about creating 1
samples transfer, acknowledging receipt of 1
samples transfer, creating (procedure) 1
server and handheld samples records, keeping in sync 1
Siebel Samples Management, about working with calls 1
screens and views (table)
Siebel ePharma 1
screens and views, designing
drill-down only views, about 1
multiple applet views, screen allocation 1
multiple applet views, toggling between 1
Planned Start and Duration fields, exposing in the Activities view 1
print templates and reports, views associated with 1
scripting
deactivating scripts, about 1
user interface methods, calls to 1
server installation
CompactFlash card, setting up installation on 1
database backup, enabling 1
Direct Server Synchronization (DDS), installation 1
DSS URL, about changing 1
external media, installing from 1
handheld logging parameters, configuring 1
hardware and network configuration, recommended 1
installation configuration file, editing 1
planning for, about 1
print templates, about installing 1
server logging levels, configuring 1
server process management, optimizing 1
server topology overview, about and diagram 1
synchronization performance and scalability 1
setup.ini file, location and editing 1
SetVariable print tag 1
shared notes
account notes, adding 1
contacts, adding 1
Siebel eScript, issues and validation 1
Siebel Expert Services, about using 1
Siebel Handheld Client
handheld screen, about designing for 1
identify user activities, improving performance 1
minimal navigation, about designing applications 1
Multi-Value Group applet, support of 1
naming conventions, about 1
scripting, about 1
Siebel Web Client, differences in configuring 1
stop-and-go workflow, about supporting 1
testing the handheld application 1
unsupported functions (table) 1
user functionality, defining 1
Siebel Handheld Journaling
about and parameter settings 1
journal log files, location and name 1
Siebel Mobile Web Client, about installation 1
Siebel Professional Services, about using 1
Siebel Signature Capture display, changing distributor name 1
Siebel Visual Basic (VB), issues and validation 1
Siebel Web Client
Multi-Value Group applet, support of 1
scripting, issues and validation 1
Siebel Handheld client, differences in configuring 1
unsupported functions (table) 1
Signature button, editing
default validation logic flowchart 1
user properties (table) 1
signature capture verification
See also Configuring User Properties for Signature Capture Verification
checksum examples 1
Checksum status for body text, user properties 1
Checksum status for header text, user properties 1
Checksum status for sale representative's row, user properties 1
signature capture verification status, about and examples (table) 1
signature key, about 1
status determination 1
signature capture verification, configuring user properties
See also Configuring User Properties for Signature Capture Verification
Editing Checksum Field: 1 Signature Header Text 1
Editing Checksum Field: 2 Signature Body Text 1
Editing Checksum Field: 3 Sales Representative's Row Number 1
new checksum field user properties, creating 1
Signature Header Text field, description of 1
signatures
capturing 1
signature key, about 1
verifying 1
Smart Call
about 1
template, applying 1
SQLTrace, enabling 1
.SRF file, location of 1
stand-alone installer, about creating 1
Static Text print tag 1
status bar, about 1
Submit button
Account Call Submit button, default validation logic flowchart 1
editing user properties (table) 1
Professional Call Submit button, default validation logic flowchart 1
synchronization
See also Synchronization Conflict Handling and Recovery
Direct Server Sync via Proxy, about 1
Direct Server Sync, about and diagram 1
handheld synchronization errors, logging 1
methods and architecture 1
overview 1
preventing synchronization with another handheld 1
resynchronization problems, troubleshooting 1
servers, types of 1
synchronization conflicts, preventing 1
troubleshooting, about problems caused by 1
synchronization filters
synchronization, conflict handling and recovery
See also Recovering Data with Siebel Handheld Journaling
about 1
extended insert processing 1
extended pick processing settings, recommended 1
extended pick processing, about 1
extended pick processing, enabling 1
extended pick processing, resolving conflicts 1
T
templates, associating views with 1
testing the handheld application 1
timeout parameter, changing on Windows 1
Title print tag 1
toolbars, configuring
HPC 2000 toolbar functions (table) 1
Pocket PC 2002 toolbar functions (table) 1
transaction errors, viewing 1
troubleshooting
client installation, backup, and restore 1
client performance, about 1
Companion Sync checklist, using 1
Companion Sync log files 1
Direct Server Sync checklist, using 1
Direct Server Sync log files 1
handheld device logs 1
network performance, about 1
resynchronization problems 1
server performance, about 1
Siebel Expert Services, about using 1
Siebel Professional Services, about using 1
SQLTrace, enabling 1
synchronization, about problems caused by 1
timeout parameter, changing on Windows 2000 1
timeout parameter, changing on Windows NT 1
U
uninstalling handheld application 1
upgrading handheld application 1
user functionality, defining
about 1
general guidelines 1
user interface elements, configuring
about 1
auto pop-up lists, about 1
buttons, about and functionality (table) 1
form applets, group boxes 1
form applets, labels 1
form applets, layout sequence 1
Home Page applets, configuring 1
hyperlinks, about configuring 1
list applets, about and guidelines 1
menu bar, about using 1
status bar, about 1
toolbars, configuring 1
user interface methods, business component script calls to 1
user properties, changing default values 1
V
validation logic, changing default user property values 1
views
drill-down only views, about 1
new views, adding 1
visibility, designating 1
W
Windows, changing timeout parameter 1
Bookshelf Home | Contents | Index | Search | PDF |
Siebel ePharma Handheld Guide for Windows-Powered Devices Published: 18 July 2003 |