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Overview of Configuring Siebel Templates for Customer Applications

Most customer applications, such as Siebel eSales and Siebel eService, use a set of customer templates in standard interactivity mode for general functionality and a subset of employee templates in high interactivity mode for messages and greetings.

The following types of applications exist for partner relationship management:

  • PRM Manager. Uses high interactivity mode. Templates that Siebel CRM displays in PRM Manager use the functionality described in Siebel Templates for Employee Applications.
  • PRM Portal. Uses standard interactivity mode. Templates that Siebel CRM displays in PRM Portal use the functionality described in this chapter.

Overview of User Interface Elements

Table 114 describes an overview of user interface elements that Siebel CRM uses in the Siebel Web Client for a customer application.

Table 114. User Interface Elements in Customer Applications
Element
Description

Header

A framed area at the top of the page that remains visible while the user scrolls the content area. It includes the following elements:

  • Banner
  • Screen bar
  • View bar

Banner

A top frame of the header that includes site branding and navigation. It includes the company logo on the left side and the global navigation links in the lower right corner.

Global navigation links

Links that Siebel CRM displays in the lower right corner of the banner frame. These links provide functionality that the primary tabs do not provide. Customer applications and partner applications include the following global navigation links:

  • Shopping Cart
  • My Account
  • Help
  • Contact Us
  • Log In/Out

Screen bar

A bar that displays the primary tabs that provide access to screens.

View bar

The bottom frame of the header that Siebel CRM uses to display the simple search applet in most customer applications. In eChannel, the view bar displays the second-level navigation and favorites drop-down list controls.

Simple Search applet

A small applet in the right side of the view bar that can do a simple search. This applet also contains an icon that links to the Search Center page where the user can do an advanced search.

Content area

The largest frame of the page that contains a view template and one or more applet templates. The user can scroll this content area vertically without affecting the position of the header frames.

Salutation and personal greeting

Area at the top of the content area that displays text messages. The message area typically displays a personal greeting on an application home page and a threadbar on pages lower in the application hierarchical structure.

Thread bar

A set of links in the message area that displays the path the user takes through the application hierarchical structure. It allows for easy navigation to previously visited pages.
    
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