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Siebel Sales Handheld Guide for Windows-Powered Devices > Working with Siebel Handheld Applications >
Finding and Querying Data
You can search for data using the Find or Query functionality in your Siebel Handheld application.
Find
Use Find to do a simple search for a record. You can access Find by choosing Edit > Find from the application-level menu. This launches the Find dialog box, in which you can enter your search criteria. The asterisk wildcard function (*) can be used in the search criteria. Figure 9 shows an example of the Find dialog window with the following fields: Look In, Last Name, Type, Last Call Date, Primary Specialty, and Rep Specialty.
NOTE: There may be a slight variation in your version of Siebel software, and the Find dialog box may not look exactly as shown here.
Query
Use Query to locate a number of records containing a specific set of criteria. There are a number of ways in which to perform query tasks in your Siebel Handheld application.
Creating a Query
To begin a query, you can choose Edit > Query > New from the application-level menu, or you can tap the New Query button on the toolbar. Both will provide you with a blank form or list where you can enter your query criteria, depending on where you are in the application when you invoke the command. The asterisk wild card function (*) can be used in the search criteria.
Executing a Query
After you have created the query, you can execute it by choosing Edit > Query > Run from the application-level menu or by tapping the Execute Query button in the toolbar.
Refining a Query
You can refine your current query by choosing Edit > Query > Refine from the application-level menu.
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Siebel Sales Handheld Guide for Windows-Powered Devices Published: 18 July 2003 |