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Overview of Customer Dashboard Configuration

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The Customer Dashboard is preconfigured to capture and display information about the contact with whom communication is taking place, such as the contact name, phone number, address, and account. The values in this dashboard can be set through Communications Server events (such as CTI events), through the Search Center, through SmartScript, or directly through VB.

Typical tasks to change the preconfigured Dashboard include:

Designing the customer dashboard layout with Siebel Tools. The customer dashboard displays an applet based on a special VBC.
Linking business component fields to Customer Dashboard fields using Siebel Tools.
Integrating the Communication Server with the Customer Dashboard. Communications Server Administrators use the Communications Administration screen. This involves work with communications commands and events.

For more information about working with Siebel Tools, see Siebel Tools Reference.

For more information on Siebel Communications Server, including information on using CTI to configure the Customer Dashboard, see Siebel Communications Server Administration Guide.

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