Use the Defer Write Record property.

For more information, see Using the Defer Write Record Property of a Siebel Operation Step Instead of a Transient Business Component.

Place all required fields on a single view.

Placing all required fields on a single view helps the user to finish the transaction. If necessary, you can use a transient business component to store interim data. For more information, see Overview of Transient Data.

Avoid using too many pop-up elements.

Too many pop-up elements can be distracting.

Use a list view as a picklist.

You can use a list view as a picklist to allow the user to pick records.

Use the selector.

The Selector forces the user to choose between several options that are available.

Use the hierarchical selector.

The Hierarchical Selector forces the user to make several mutually dependent decisions. Make sure you avoid cascading a series of selector views with only relevant options.

Push data to the Customer Dashboard.

If a task UI captures customer information that is useful in the customer dashboard, then configure Siebel CRM to push this data to the Customer Dashboard.