Configuring Siebel Business Applications > Configuring Special-Purpose Applets >

Configuring an Organization Analysis Applet

This topic describes an example of how to configure an Organization Analysis Applet. The contacts that Siebel CRM associates with each opportunity determines how Siebel Sales creates organization charts. Siebel CRM reflects these modifications in the organization chart when it updates contact information. To view an organization chart, you can open the Siebel client, navigate to the Accounts screen, and then the Organization Analysis view. Siebel CRM displays the organization chart in the Account Organization Analysis Applet.

Siebel CRM uses the CSSFrameContactOrgChart class for predefined applets in an organization chart. It displays the following fields:

• Full Name
• Job Title
• Work Phone#

To require one or more fields to display in the box of an organization chart, you can add a new list column for each field. For more information, see Siebel Applications Administration Guide.

To configure the organization analysis applet

1. In Siebel Tools, in the Object Explorer, click Applet.
2. In the Applets list, locate the Account Organization Analysis Applet.
3. In the Object Explorer, expand the Applets tree, expand the List tree, and then click List Column.
4. In the List Columns list, add a new record using values from the following table.

   Property	Description
   Name	Enter any text that describes the content of the field.
   Field	Choose the field that contains the information for the contact that you must display in the organization chart.
   Display Name - String Reference	Choose an appropriate value.
   HTML Sequence	Enter a value to define the sequence that Siebel CRM uses to display the field. A lower sequence causes the field to display higher in the box in the organization chart. If you set the sequence, then make sure the ClientConfigurationMode parameter is not All. For more information, see Setting Up the Configuration File for Siebel Tools.

5. Repeat Step 4 for each additional field that Siebel CRM must display in the applet.
6. Compile and test your modifications.

   For more information, see Using Siebel Tools.