Contents

List of Figures

List of Tables

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 What's New in This Release

• What's New in Siebel CRM Fundamentals Guide, Siebel Innovation Pack 2016, Rev. A
• What's New in Siebel CRM Fundamentals Guide, Siebel Innovation Pack 2016
• What's New in Siebel CRM Fundamentals Guide, Siebel Innovation Pack 2015

2 Getting Started with the Siebel Application

• Logging In to the Siebel Application
  • About the Demo Application
  • About the Home Page
• About Access and Responsibilities in the Siebel Application
• Using Browser Features
• Logging Out of the Siebel Application
• Locale Support

3 About the User Interface

• Elements of the Siebel Application Window
• About the Application Banner
• About the Side Menu
• About the Branding Area
• About the Application-Level Menu
• About the Menu Toolbar
• About the Application Toolbar
• About the Second Level View Bar
  • About the Third Level View Bar
  • About the Fourth Level Subview Bar
• About the Visibility Filter
• About Lists
  • Using the Visibility Filter in Lists
  • Navigating Between Records in Lists
  • Horizontal Scrolling in Lists
  • Expanding and Collapsing Lists
• About Forms
• About Screens
• Home Pages for Screens
• About Common Icons in Lists and Forms
• Using the Site Map
• About the Saved Queries Drop-Down List
• About the Query Control
• About Sending Messages
• Accessing the Communications Panel
• Using and Saving Charts
• About the Action Pane
• About Explorer Views
• About Keyboard Navigation
• About Siebel User Interface Behavior
• About the Simplified User Interface

4 About Records, Fields, and Field Controls

• About Records
• About Fields
  • Required Fields
  • Read-Only Fields
  • Maximum Number of Characters
  • Resizing the Notes Field
• About Text Fields
• About Field Controls
• About Check Boxes
• About Option Buttons
• About Drop-Down Lists
• About Field Control Buttons
• About the Calendar Control
• About the Calculator
• About the Currency Calculator

5 Using Selection Dialog Boxes

• Launching Selection Dialog Boxes
• Associating Records Using a Single Selection Dialog Box
  • Associating Records with Existing Records in a Single Selection Dialog Box
  • Associating Records with New Records in a Single Selection Dialog Box
• Associating Records Using a Multiple Selection Dialog Box
  • Associating Records with Existing Records in a Multiple Selection Dialog Box
  • Associating Records with New Records in a Multiple Selection Dialog Box
• Querying for Records in a Selection Dialog Box
• Finding Records in a Selection Dialog Box

6 Completing Common Record Tasks

• Creating Records
  • Creating Records Using the Plus (+) Icon
  • Creating Records Using the Cogwheel Icon
  • Creating Records Using the Application-Level Menu
• Using Quick Fill to Create Records
  • Creating Quick Fill Templates
  • Applying Quick Fill Templates to New Records
  • Using Quick Fill Templates to Create Records
  • Creating Records by Using the Last Quick Fill Template
• Copying Records
• Editing Records
• Changing Multiple Records
• Saving Records
• Canceling Changes to Records
• Deleting Records
  • Deleting Records Using the Trash Can Icon
  • Deleting Records Using the Cogwheel Icon
  • Deleting Records Using the Application-Level Menu
• Associating Records with Other Records
• Printing Records
• Using Field Hyperlinks in Records
• Displaying Record Count
• Finding Information About Records
  • About Accessing the About Record Dialog Box After a Merge
• Identifying New Records
• Flagging Records
• Adding Notes to Records
• Merging Duplicate Records
• Attaching Files to Records
  • Attaching Files to Records Using the New File Button
  • Attaching Files to Records Using the Cogwheel Icon
  • Attaching Files to Records Using Drag-and-Drop
• Attaching URLs to Records
  • Attaching URLs to Records Using the New URL Button
  • Attaching URLs to Records Using the Cogwheel Icon
• Organizing List Columns
• Sorting List Columns
  • Sorting a Single List Column
  • Performing an Advanced Sort in Lists
• Locking List Columns
• Resizing List Columns

7 Using Query to Locate Information

• About Queries
  • Predefined Queries
  • Case Insensitive and Accent Insensitive Queries
• About Common Buttons in Queries
• Creating Queries for Records
• Finding Records in Lists
• Refining Queries
• Deleting Queries
• Canceling Long-Running Queries
• Using the Query Assistant
• About Using Default Queries
• About Querying a Telephone Number
• Simple Query Operators
• Compound Query Operators
• Tips for Queries

8 Using iHelp

• About iHelp
• Using iHelp to Complete Tasks
• Using the iHelp Map

9 Using Task UI

• About Task User Interface
• Using Task UI
• Navigational Buttons for Task UI

10 Synchronizing Data

• About Database Synchronization
• Synchronization Process
• About Synchronizing with a Personal Information Manager Server

11 Sharing Information

• Using the Inbox
• Running Reports
• Emailing, Faxing, Paging, and Sending Outbound Wireless Messages
  • Sending Email from the Siebel Application
  • Using the HTML Editor
  • About Outlook (F9) Integration
• Creating Siebel Bookmarks
• Importing Data into the Siebel Application
• Exporting Data to an External File

12 Using the Calendar

• About the Calendar
• About Calendar Formats
• About Calendar Views
• About Viewing Activities
• About Activity Defaults
• About Recurring Activity Defaults
• About Using the Participant Availability Subview
• About Using Group Calendars
• About Viewing Calendar Availability
• Viewing Calendar Activities
• About Using Alarms for Activities
• Adding Activities to the Calendar
  • Entering Activities Directly in the Calendar
• Deleting Calendar Activities
• Creating Recurring Calendar Activities
  • Changing Recurring Activities to Nonrecurring Activities
• Deleting Recurring Calendar Activities
  • Deleting One Instance of a Recurring Activity
  • Deleting Every Instance of a Recurring Activity
• Adding Activities in the To Do List
• Marking To Do Activities Complete
• Changing Activities
  • Changing Nonrecurring Activities
  • Changing Recurring Activities
• Rescheduling Activities
  • Rescheduling Activities by Changing Date Fields
  • Rescheduling Activities by Using Drag-and-Drop
  • Rescheduling Activities by Stretching Activity Borders
• Adding Participants to Activities
  • Adding Contacts to Activities
  • Adding Employees to Activities
  • Adding Resources to Activities
• Removing Participants from Activities
  • Removing Contacts from Activities
  • Removing Employees from Activities
  • Removing Resources from Activities
• Reassigning Activities
• Granting Access to Your Calendar
• Activating Alarms
• Postponing and Dismissing Alarms
  • Postponing Alarms
  • Dismissing Alarms

13 Using Notifications

• About Notifications
  • About Notification Message Order
  • About Disabling Notification Messages
  • About Notification Caching Versus Directly Polling the Siebel Database
• Scenario for Administering Notifications
• Process of Administering Notifications
• Enabling and Disabling Notifications
• Enabling or Disabling Notifications in Siebel Mobile and Developer Web Clients
• Creating a Notification
• Updating a Notification
• About Automatically Updating Notification Text
  • Sample Notifications Script
• Configuring Notifications Caching
• Reviewing Notifications
  • About the Notification Icon and Panes
  • About Colors for Notifications

14 Setting User Preferences

• About User Preferences
• Setting a Default Time Zone
• Setting a Startup View
• Setting Navigation Options
• Setting Themes
• Setting Transition Effects
• Setting Applet Visualization
• Setting Scroll Speeds for Tile Applets
• Setting Confirmation Before Deleting Records Prompt
• Setting Pause Behavior for Task UI
• Setting Outbound Communications Preferences for Send Email
• Setting Up Default Queries
• Viewing Saved Queries
• Setting Up Aspects of Notifications
• Setting Up View Links for Screen Home Pages
• Showing, Hiding, and Reordering Screens or Views
  • Showing or Hiding Screens
  • Showing or Hiding Views
  • Changing the Order of Screens
  • Changing the Order of Views
  • Setting Up Default Views for Screens
• Setting Up Aspects of the Calendar
  • Setting the Length of a Workday
  • Setting Up Default Calendar Activity Duration
  • Activating Alarms for All Calendar Activities
  • Setting Up Default Alarm Lead Times
  • Setting Up Default Alarm Snooze Times
  • Setting Up Email Prompts for Meetings
  • Setting Up Default Calendar Formats
  • Setting Up Another User's Calendar as Your Default Calendar
  • Setting Up Default Display for Participant Schedule
• Maintaining Quick Fill Templates
  • Renaming Quick Fill Templates
  • Deactivating Quick Fill Templates
  • Reactivating Quick Fill Templates
  • Deleting Quick Fill Templates
  • Adding Quick Fill Template Options in an Applet Menu
• Setting a User Profile Image
• About Setting Up Synchronization Preferences
• About Availability Fields in the Profile View

15 Using Keyboard Shortcuts

• Keyboard Shortcuts
• About Keyboard Shortcuts Tables
• Application Management Keyboard Shortcuts
• Online Help Keyboard Shortcuts
• General Navigation Keyboard Shortcuts
• Layout Management Keyboard Shortcuts
• Record Management Keyboard Shortcuts
• Record Navigation Keyboard Shortcuts
• Query Management Keyboard Shortcuts
• Field Management Keyboard Shortcuts
• Communication Management Keyboard Shortcuts
• Call Management Keyboard Shortcuts

A Accessibility for Siebel Business Applications

• About Section 508 Accessibility
• About Web Content Accessibility Guidelines
• About the Voluntary Product Accessibility Template
• About Screen Readers
• About Utilities for Visually Impaired Users
• About Utilities for Physically Disabled Users
• About Keyboard Navigation in Accessible Rich Internet Applications

Index