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Siebel Mobile Guide: Connected
What's New in This Release
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Overview of Siebel Mobile Applications
Siebel Mobile Products
About Siebel Mobile Applications
Requirements for Using Siebel Mobile Applications
System Requirements for Siebel Mobile Applications
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Setting Up Siebel Mobile Applications
Process of Setting Up Siebel Mobile Connected Applications
Requirements for Setting Up Siebel Mobile Applications
Adding Object Managers for Siebel Mobile Applications
Setting Siebel Application Object Manager Parameters for Siebel Mobile Applications
Setting MobileApplication
Setting SupportedMobileBrowser
Adding Virtual Directories for Siebel Mobile Applications
Enabling the Handheld Component Groups for Siebel Mobile Applications
Assigning Responsibilities to Siebel Mobile Application Users
Adding Mobile Administration Views to Siebel Administrator Responsibility
Customizing Siebel Mobile Applications
Enabling JavaScript for Safari
Troubleshooting Your Siebel Mobile Application
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Getting Started with Siebel Mobile Applications
Logging In to Siebel Mobile Applications
Navigating Siebel Mobile Applications User Interface
Navigating Siebel Mobile Applications in Landscape Mode
Navigating Siebel Mobile Applications in Portrait Mode
Displaying the List and Record Details View
Opening Records and Associated Related Items
Using the Back Button on the Application Banner
Selecting Fields, Drop-Down Lists, and Records
Inline Editing
Customizing Check Boxes
Data Display
Show More and Show Less Icons
Drilldown Icon
Using the Calendar Feature
Running Predefined Queries
Managing Records in Siebel Mobile Applications
Creating Records
Linking Records to Your Selected Record
Searching for Records
Modifying Records
Deleting Records
Reviewing Record Summary Information
Formatting the Columns to Display in the List View
Displaying the Total Number of Records
Menu Button
Creating Bookmarks
Displaying Location Details
Displaying Location Details Using the Pin Icon in the Calls List Header Bar
Displaying Location Details Using the Address Field Pin Icon
Using the Attachment Feature
Starting an External Application
Reviewing Notification Messages
Printing from Siebel Mobile Applications
Configuring Siebel Mobile Application Settings
Logging Out of Siebel Mobile Applications
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Using the Siebel Mobile Application for Siebel Pharma
Checking the Calls for Today
Managing Contacts
Displaying Contact Details
Adding or Updating Contacts
Adding or Updating Address Information for a Contact
Adding or Updating Best Times for a Contact
Adding or Updating the State License for a Contact
Reviewing or Changing Affiliation Information for a Contact
Reviewing or Changing Relationship Information for a Contact
Creating or Updating Calls for a Contact
Managing Accounts
Displaying Account Details
Adding or Updating Accounts
Adding or Updating Contacts for an Account
Adding or Updating Address Information for an Account
Creating or Updating Calls for an Account
Reviewing or Changing Affiliation Information for an Account
Reviewing or Changing Relationship Information for an Account
Conducting Customer Calls
Displaying Call Details
Adding New or Updating Calls
Working with Attendees for Account Calls
Working with Promotional Items Dropped Records for Calls
Working with Samples-Dropped Records for Calls
Working with Product Details for Calls
Recording Signatures for Calls
Displaying the Signature Page
Recording Electronic Signatures for Calls
Checking Validation Results
Submitting Calls for Processing
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Using the Siebel Mobile Application for Siebel Consumer Goods
Performing Daily Tasks
Starting a Call
Ending the Call
Performing Supplemental Tasks
Managing Calls for Siebel Consumer Goods
Checking the Calls for Today
Displaying Call Details
Adding or Updating Calls
Adding or Updating the Activities for a Call
Adding or Updating Retail Audit Information for a Call
Adding or Updating Merchandising Audit Information for a Call
Adding or Updating Orders for a Call
Adding or Updating Notes for a Call
Adding or Updating Assessment Information for a Call
Managing Contacts for Siebel Consumer Goods
Displaying Contact Details
Adding or Updating Contacts
Adding or Updating Addresses for a Contact
Adding or Updating Best Times for a Contact
Managing Accounts for Siebel Consumer Goods
Displaying Account Details
Adding or Updating Accounts
Adding or Updating Contacts for an Account
Adding or Updating Addresses for an Account
Adding or Updating Distribution Products for an Account
Adding or Updating Calls for an Account
Adding or Updating Notes for an Account
Adding or Updating Orders for an Account
Adding or Updating Retail Audit Information for an Account
Managing Routes for Siebel Consumer Goods
Displaying Route Details
Adding or Updating Route Account Information for Routes
Managing Orders for Siebel Consumer Goods
Displaying Order Details
Adding or Updating Orders
Adding or Updating Product Line Items for an Order
Managing Return Orders for Siebel Consumer Goods
Displaying Return Order Details
Adding or Updating Return Orders
Adding or Updating Product Line Items for Return Orders
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Using the Siebel Mobile Application for Siebel Sales
Managing Accounts for Siebel Sales
Displaying Accounts
Adding or Updating Accounts
Adding or Updating Contacts for an Account
Adding or Updating Opportunities for an Account
Adding or Updating Addresses for an Account
Adding or Updating Activities for an Account
Adding or Updating Account Team Information for an Account
Managing Contacts for Siebel Sales
Displaying Contact Details for Siebel Sales
Adding or Updating Contacts
Adding or Updating Opportunities for a Contact
Adding Contact Team Information for a Contact
Adding or Updating Addresses for a Contact
Managing Leads for Siebel Sales
Displaying Lead Details
Adding and Updating Leads
Adding or Updating Opportunities for a Lead
Converting a Lead to an Opportunity
Managing Opportunities for Siebel Sales
Displaying Opportunities Details
Adding and Updating Opportunities
Adding or Updating Contacts for an Opportunity
Adding or Updating Products for an Opportunity
Adding or Updating Quotes for an Opportunity
Creating Quotes Using the Auto Quote Button
Adding or Updating Activities for an Opportunity
Adding or Updating Opportunity Team Information for an Opportunity
Managing Quotes for Siebel Sales
Displaying Quote Details
Adding or Updating Quotes
Adding or Updating Quote Items for a Quote
Adding or Updating Orders for a Quote
Creating Orders Using the Auto Order Button
Adding or Updating Quote Team Information for a Quote
Managing Orders for Siebel Sales
Displaying Order Details
Adding or Updating Orders
Adding or Updating Line Items for an Order
Managing Activities for Siebel Sales
Displaying Activities Details
Adding or Updating Activities
Adding or Updating Contacts for Activities
Adding Employees for Activities
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Using the Siebel Mobile Application for Siebel Field Service
Preparing to Start the Day
Reviewing Activities
Ordering Parts for an Activity
Preparing for a Visit
Travelling to a Customer Site
Recording the Arrival at the Customer Site
Reviewing the Steps and Instructions for an Activity
Reviewing the Recommended Parts and Tools
Performing a Job
Confirming That the Steps Are Completed
Taking Readings
Installing and Replacing Parts
Working with Nonserialized Parts
Working with Serialized Parts
Removing a Serialized Asset
Generating an RMA
Installing a Serialized Replacement Asset
Closing the Visit
Making Sure That All Remaining Steps Are Completed
Recording the Time of Completion for the Activity
Recording Expenses
Generating an Invoice for the Activity
Closing the Activity
Performing Miscellaneous Tasks
Reviewing Customer History
Logging a New Service Request
Generating a Sales Order
Adding an Activity
Verifying Inventory Update
Updating a Shift, Break, and Period of Unavailability
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