A - B - C - D - E - F - G - H - I - K - L - M - N - O - P - Q - R - S - T - U - V - W

A

Account Call view

adding account calls from   1

account calls, about   1

account calls, creating

Account Call view, adding from   1

Accounts view, adding from   1

creating, about   1

unused account call records, deleting   1

unused attendee calls, deleting   1

account calls, recording

about   1

attendee information, entering for account call   1

completed account call, submitting   1

products detailed information, entering for account call   1

Accounts view

adding account calls from   1

accounts, managing

account addresses, adding   1

account, adding   1

account, described   1

accounts and professionals, indicating affiliations   1

accounts, specifying best times to call   1

indicating affiliations between contacts and accounts   1

notes, adding about accounts   1

sales data, viewing   1

Active inventory period   1

Activities view

general activities, adding from   1

activities, creating general activities

about   1

general activities, adding from Activities view   1

general activities, adding using Calendar   1

administration screens

See Overview of Siebel Handheld Administration Screens

All Contacts button, using   1

applet classes, list of   1

Applet print tag   1

applets

default behavior, overriding   1

form applets, designing   1

list applets, designing   1

multiple-applet views, toggling between   1

print applets, designing   1

Print buttons, configuring   1

printing, configuring   1

screen allocation   1

URLs in applet fields   1

Application Administration view   1

application memory, increasing   1

application-level menu

about   1

architecture

five layers described   1

asterisk (*)

meaning in forms and applets   1

attendees

attendee calls. about creating   1

attendee information, entering for an account call   1

calls, deleting unused attendee calls   1

audit trail

obtaining audit trail for synchronization sessions   1

Auto Call button

about   1

deleting unused records   1

My Accounts view and Account Calls, about using in   1

unused account call records, deleting   1

unused attendee calls, deleting   1

using, about   1

auto pop-up list

about using   1

Auto Update, about   1

automatic backup

after synchronization   1


Back to top


B

Back button, about   1

backing up data

about and restoring   1

automatic backup after synchronization   1

restoring data from a backup   1

troubleshooting   1

backups

database backup parameters, editing   1

external media, backing up to   1

restoring from   1

user database backups, about enabling   1

Barcode Administration screen   1

Barcode Enabling screen   1

barcode scanning

views, enabling for   1

barcode settings, administering

barcode definition, creating   1

barcode definition, process of creating   1

barcode scanning, enabling   1

barcode, administering

about   1

barcode definition, creating   1

barcode scanning, enabling views for   1

new barcode definitions, creating   1

business component classes

list of component classes   1

business components

list of supported components   1

synchronization conflicts, obtaining information   1

business object declarations

setting PDQ examples   1

business object filters

stand-alone deployments   1

buttons

about and behavior   1


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C

Calendar screen

using to add a contact call   1

Calendar view

general activities, using to add   1

call management procedures

account calls, about   1

account calls, about recording   1

account calls, adding from Account Call view   1

account calls, adding from Accounts view   1

all contacts, showing   1

attendee information, entering for account call   1

completed account call, submitting   1

completed contact call, submitting   1

contact calls, adding using Calendar screen   1

contact calls, adding using Contact Calls view   1

contact calls, adding using Contacts view   1

decision issues discussed during call, recording information about   1

list of procedures   1

personal lists, creating   1

products detailed information, entering for account call   1

promotional items dropped, recording information about   1

recording contact calls, about   1

recording information about products detailed   1

samples dropped, recording information about   1

Signature Capture view, changing contacts   1

signature, capturing   1

Smart Call template, applying   1

unused account call records, deleting   1

unused attendee calls, deleting   1

unused records, deleting   1

calls, planning and recording

about   1

Auto Call, about   1

Auto Update, about   1

contact and account call, about   1

personal lists, about   1

personal lists, scenario for setting up   1

planning and recording calls handheld scenario   1

planning in Pharma and recording calls in handheld scenario   1

Smart Call, about   1

calls, preparing receipts   1

Cell print tag   1

client

installation, troubleshooting backup and restore   1

performance troubleshooting   1

Client Wins conflict resolution   1

columns, working with   1

Comment print tag   1

CompactFlash card

backing up to   1

Siebel Handheld application, setting installation on   1

Companion Sync

caution, about synchronization failing   1

server, described   1

completed contact call, submitting   1

component level settings, configuring   1

configuring

Siebel Handheld client   1

Web Client and Handheld Client, differences in configuring   1

Conflict Administration screen   1

conflicts

See Preventing Synchronization Transaction Conflicts with Siebel Handheld

contact calls

account calls, about   1

account calls, adding from Account Call view   1

account calls, adding from Accounts view   1

all contacts, showing   1

Calendar screen, using to add contact calls   1

completed contact call, submitting   1

Contact Calls view, using to add contact calls   1

Contact view, using to add contact calls   1

decision issues discussed during call, recording information about   1

promotional items dropped, recording information about   1

recording contact calls, about   1

recording information about products detailed   1

samples dropped, recording information about   1

Signature Capture view, changing contacts   1

signature, capturing   1

Smart Call template, applying   1

unused account call records, deleting   1

unused attendee calls, deleting   1

unused records, deleting   1

Contact Calls view

using to add a contact call   1

contacts

contact calls, about   1

MedEd events, inviting contacts to   1

showing contacts all regardless of affiliation   1

Contacts view

using to all contact calls   1

contacts, managing

contact addresses, adding   1

contact information, adding   1

contact, specifying best time to call   1

contacts and accounts, indicating affiliations   1

contacts, adding   1

contacts, described   1

license information, adding and editing   1

notes, adding private or shared notes about a contact   1

prescription data, viewing   1


Back to top


D

data

automatic backup after synchronization   1

backing up, about and restoring   1

columns, working with   1

entering, about   1

exporting   1

Find, about using   1

queries, about   1

queries, creating/executing/refining a query   1

restoring data from a backup   1

sales data, viewing   1

Siebel Handheld Synchronization, using with handheld client   1

synchronizing data, about   1

data filtering

business object declaration examples   1

business object filters, general and default   1

developing data filters, steps   1

popup visibility, overriding   1

stand-alone deployments   1

visibility, designating   1

database

backup, restoring from   1

database backup parameters, editing   1

external media, backing up to   1

user database backups, about enabling   1

database backups

about and restoring   1

automatic backup after synchronization   1

restoring data from a backup   1

troubleshooting   1

DEA number, validating   1

decision issues discussed during call

about recording information   1

default sync filters, about   1

deleting

unused account call records   1

unused attendee calls   1

unused records   1

deploying

CompactFlash card, setting handheld application installation on   1

DSS components, using Siebel Server installer   1

external media, installing handheld application from   1

multiple synchronization servers   1

optimizing server process management   1

patches, deploying with Direct Server Sync   1

patches, distributing   1

patches, downloading   1

print templates, installing   1

server installation, server topology overview   1

server installation, support of Siebel Handheld Client   1

server logging levels, configuring   1

setup.ini file, editing   1

Siebel Handheld application, process of installing   1

Siebel Handheld Client, issues and validation   1

Siebel Handheld Direct Server Sync, server installation process   1

stand-alone installer, creating   1

synchronization performance and scalability   1

synchronization security   1

SynchURL, changing on handheld device   1

user database backups, enabling   1

diagnostics

enabling SQLTrace   1

Direct Server Sync

architecture   1

deploying, about   1

described   1

optimizing server process management   1

patches, deploying using   1

Direct Server Sync deployments

stand-alone deployments   1

Direct Server Synchronization

checklist, using to troubleshoot   1

handheld application, using to install   1

log files, using for troubleshooting   1

network performance, troubleshooting   1

server performance, troubleshooting   1

direct synchronization server, described   1

disclaimer text, administering   1

distributor names, configuring   1

Divider print tag   1

documents, defining   1

downloading patches   1

drilldowns, about   1

drilling down, about   1

DSS components

using Siebel Server installer   1

dynamic drilldown, about   1

dynamic hyperlink, about   1


Back to top


E

ellipsis, and expandable fields   1

end user error messages

See End User Error Messages

EndofLine print tag   1

error messages

See End User Error Messages

errors

error data, accessing   1

error details, obtaining from synchronization session   1

general synchronization errors   1

synchronization transaction conflicts   1

exchanging samples

creating a samples transfer   1

expense reports

creating   1

detailed line items, adding   1

exporting data   1

extended insert processing

about and synchronization   1

processing settings, recommended   1

extended pick processing

about and synchronization   1

enabling   1

processing settings, recommended   1

external media

backing up to   1

Siebel Handheld application, installing from   1

stand-alone installer, creating   1


Back to top


F

features, new   1

Find

about using   1

Footer print tag   1

form applets, configuring

about   1

designing, about   1

group boxes, about   1

labels, about   1

layout sequence   1

Format print tag   1


Back to top


G

general activities

See Creating General Activities in Siebel Pharma Handheld

general sync filters, about   1

GetCount print tag   1

GetDate print tag   1

GetField print tag   1

GetRegistry print tag   1

GetTime print tag   1

GetTotal print tag   1

GotoView method, using   1

group boxes

about configuring   1

guidelines

Siebel Handheld client, configuration guidelines   1


Back to top


H

handheld device logs

list of log files   1

synchronization errors, logging   1

handheld interface

See Components of the Siebel Handheld Interface

handheld synchronization

See About Siebel Handheld Synchronization Performance and Scalability

Header print tag   1

History button, about   1

Home Page applet, using   1

hot keys

about locked keyboard hot keys   1

hyperlinks, about   1


Back to top


I

Inactive inventory period   1

initial master inventory

establishing, about   1

initial count adjustments, creating and submitting   1

products, adding to inventory and submitting initial count   1

installing

client installation, backup, and restore troubleshooting   1

CompactFlash card, setting handheld application installation on   1

Direct Server Sync checklist, using   1

Direct Server Sync, using to install handheld application   1

external media, installing handheld application from   1

patches, deploying with Direct Server Sync   1

patches, distributing   1

patches, downloading   1

reinstalling the handheld application   1

resynchronization problems   1

Siebel Handheld application, editing setup.ini file   1

Siebel Handheld application, process of installing   1

software on handheld. about   1

stand-alone installer, creating   1

synchronization, about problems caused by   1

SyncURL, changing on handheld device   1

uninstalling handheld application   1

upgrade, preparing from a previous release   1

user database backups, enabling   1

interface

application-level menu   1

components, about and diagram   1

expandable fields   1

Minimize button   1

Queries drop-down list   1

screens menu, about   1

screens menu, navigation level   1

Show drop-down list, about   1

Show drop-down list, navigation level   1

Siebel toolbar, about   1

Siebel toolbar, customizing   1

status bar   1

URLs in applet fields   1

inventory

initial count adjustments, creating and submitting   1

initial inventory count, about establishing   1

inventory counts, adjusting samples   1

inventory periods, configuring user properties for closing   1

inventory periods, types of   1

locations, setting up   1

products, adding to inventory and submitting initial count   1


Back to top


K

keyboard hot keys, about locked   1


Back to top


L

labels, about configuring   1

license information

adding and editing   1

list applets, configuring

about   1

designing, about   1

recommended strategy   1

log files

Direct Server Sync logs, using for troubleshooting   1

handheld device logs, using for troubleshooting   1


Back to top


M

MarginBottom parameter   1

MarginLeft parameter   1

MarginRight parameter   1

MarginTop parameter   1

Maximize Minimize Applet button

about   1

MedEd events, setting

about   1

contacts, inviting to   1

creating a MedEd event   1

media

backing up to external media   1

Siebel Handheld application, installing from external media   1

stand-alone installer, creating   1

medical education

See Setting Up MedEd Events in Siebel Pharma Handheld

memory, increasing   1

menu bar, about   1

Minimize button, about   1

multiple synchronization servers   1

Multi-Value Group applet, support of   1


Back to top


N

Name field drop-down list

samples do not appear   1

naming conventions, about   1

network performance, about   1

new features   1

notes

adding about accounts   1

adding private or shared notes about a contact   1


Back to top


O

objections

decision issues discussed during call   1

objects

caution, do not modify   1

OverridePopupVisibility

note, if used   1


Back to top


P

Page Break print tag   1

PaperHeight parameter   1

PaperSize parameter   1

PaperWidth parameter   1

parent form applet, about   1

patches

Direct Server Sync, deploying using   1

distributing   1

downloading to the handheld device   1

PDQs

and Queries drop-down list   1

performance

application memory, increasing   1

client performance, about   1

improving by identifying user activities   1

improving performance, about   1

network performance, about   1

server performance, about   1

SQLTrace and synchronization   1

personal lists

about   1

creating   1

scenario for setting up   1

pick applets

business object declaration examples   1

popup visibility, overriding   1

visibility, designating   1

Picture print tag   1

pop-up lists

about using auto pop-up lists   1

popup visibility, overriding   1

predefined queries

and Queries drop-down list   1

preferences

setting user preferences   1

prescription data, viewing   1

print applets

about designing   1

Print buttons, configuring   1

print tagging language

See Overview of Siebel Handheld Print Tagging Language

print templates

Applet print tag   1

Cell print tag   1

Comment print tag   1

creating print templates   1

Divider print tag   1

EndofLine print tag   1

Footer print tag   1

Format print tag   1

GetCount print tag   1

GetDate print tag   1

GetField print tag   1

GetRegistry print tag   1

GetTime print tag   1

GetTotal print tag   1

Header print tag   1

Page Break print tag   1

Picture print tag   1

print template file example   1

print template file, creating overview   1

SetVariable print tag   1

Static Text print tag   1

Title print tag   1

variables, example using in template   1

views, associated with   1

print templates, installing   1

PrinterBaudrate parameter   1

PrinterCompressed parameter   1

PrinterDensity parameter   1

PrinterDither parameter   1

PrinterDraftMode parameter   1

PrinterFormFeed parameter   1

PrinterHandshake parameter   1

PrinterOrientation parameter   1

PrinterPort parameter   1

PrinterType parameter   1

printing

receipts for samples dropped   1

printing with handheld application   1

printing, configuration settings

default printing settings, list of   1

MarginBottom parameter   1

MarginLeft parameter   1

MarginRight parameter   1

MarginTop parameter   1

PaperHeight parameter   1

PaperSize parameter   1

PaperWidth parameter   1

parameters and syntax   1

PrinterBaudrate parameter   1

PrinterCompressed parameter   1

PrinterDensity parameter   1

PrinterDither parameter   1

PrinterDraftMode parameter   1

PrinterFormFeed parameter   1

PrinterHandshake parameter   1

PrinterOrientation parameter   1

PrinterPort parameter   1

PrinterType parameter   1

printing, configuring from handheld application

about   1

applet, configuring for printing   1

documents, defining   1

form applets, designing   1

list applets, designing   1

print applets, designing   1

Print buttons, configuring   1

print templates, creating   1

private notes

adding for accounts   1

adding for contacts   1

products

products detailed information, entering for account call   1

recording information about products detailed   1

samples transaction, adding to   1

professionals

affiliations, indicating between accounts and professionals   1

MedEd event, inviting to   1

projects

naming conventions, and   1

promotional items dropped, recording information about   1


Back to top


Q

queries

about using   1

creating/executing/refining a query   1

Queries drop down list

about   1


Back to top


R

receipts, preparing for calls   1

Reconciled inventory period   1

record navigation buttons   1

recording account calls

about   1

attendee information, entering for account call   1

completed account call, submitting   1

products detailed information, entering for account call   1

recording contact calls

about   1

account calls, about   1

account calls, adding from Account Call view   1

account calls, adding from Accounts view   1

all contacts, showing   1

completed contact call, submitting   1

decision issues discussed during call, recording information about   1

promotional items dropped, recording information about   1

recording information about products details   1

samples dropped, recording information   1

Signature Capture view, changing contacts   1

signature, capturing   1

unused account call records, deleting   1

unused attendee calls, deleting   1

records

deleting unused records   1

records, navigating a list of

about   1

Back button   1

record navigation buttons   1

reinstalling the handheld application   1

removing

business component filter setting   1

business object filter section   1

reports

associating views with   1

expense reports, adding detailed line items   1

expense reports, creating   1

repository

compiling   1

responsibilities

assigning   1

restoring data

from a backup   1

Siebel Handheld Client, using   1

troubleshooting   1

restoring from a backup   1

returning samples

creating a samples transfer   1

Rx Data view

using to view prescription data   1


Back to top


S

sales data, viewing   1

sample records, managing   1

samples

Name field drop-down list, samples do not appear   1

recording information about samples dropped   1

samples, managing

about   1

initial count adjustments, creating and submitting   1

initial inventory count, about establishing   1

inventory periods, types of   1

managing samples scenario   1

products, adding to inventory and submitting initial count   1

samples management, working with calls   1

samples order, creating   1

samples transaction, adjusting quantity   1

samples transfer, acknowledging receipt   1

samples transfer, adjusting   1

samples transfer, creating   1

samples views, about   1

server and handheld samples records, keeping in sync   1

screens

administrative screens, about   1

designing screens for Siebel Handheld, about   1

screen allocation   1

views, and   1

screens menu

about   1

navigation level   1

scripting

Siebel Handheld Client, issues and validation   1

server installation

DSS components, using Siebel Server installer   1

hardware and network configuration recommended   1

optimizing server process management   1

server logging levels, configuring   1

server topology overview   1

Siebel Handheld Client, support of   1

Siebel Handheld Direct Server Sync, server installation process   1

server logging levels, configuring   1

server performance

troubleshooting   1

servers

multiple synchronization servers   1

ServiceCE Generic

about   1

Session Administration screen   1

SetVariable print tag   1

shared notes

adding for accounts   1

adding for contacts   1

Show drop-down list

about   1

navigation level   1

Siebel eConsumer Handheld

business component classes, list of   1

Siebel Handheld application

CompactFlash card, setting installation on   1

external media, installing from   1

patches, deploying with Direct Server Sync   1

patches, distributing   1

patches, downloading   1

process of installing   1

setup.ini file, editing   1

stand-alone installer, creating   1

SyncURL, changing on handheld device   1

user database backups, enabling   1

Siebel Handheld Client

application memory, increasing   1

auto-pop-up list, using   1

backing up and restoring data, using   1

configuration guidelines   1

form applets, about configuring   1

general synchronization errors   1

hardware and network configuration recommended   1

Home page applet, about   1

hyperlinks, about   1

improving performance, about   1

list applets, configuring   1

menu bar, about   1

Multi-Value Group applet, support of   1

printing, configuring   1

process of configuring   1

repository, compiling   1

scripting, issues and validation   1

server installation, support of Siebel Handheld Client   1

server topology overview   1

Siebel Web Client, differences in configuring   1

status bar, about   1

synchronization transaction conflicts   1

testing the handheld application   1

toolbars, about   1

unsupported functions   1

user functionality, defining   1

user interface elements, about configuring   1

Siebel Handheld Direct Server Sync

DSS components, using installer   1

optimizing server process management   1

process of server installation   1

server logging levels, configuring   1

Siebel Handheld projects

about creating and naming conventions   1

Siebel Handheld Synchronization

application memory, increasing   1

general synchronization errors   1

handheld client, using   1

improving performance, about   1

synchronization transaction conflicts   1

Siebel Medical Handheld, administering

administering process   1

DEA number, validating   1

disclaimer text, administering   1

distributor names, configuring   1

inventory period, configuring user properties for closing   1

receipts, preparing for calls   1

sample records, managing   1

sign and submit button, validation logic   1

signature audit, performing   1

signature capture verification, configuring user properties   1

signature capture, verifying   1

Siebel Mobile Web Client

caution, about submitting calls   1

Siebel Pharma Handheld

applet classes, list of   1

business component classes, list of   1

business components, list of   1

objects (list), do not modify   1

screens and views, list of   1

Siebel toolbar

about   1

customizing   1

Siebel Web Client

Multi-Value Group applet, support of   1

Siebel Handheld client, differences in configuring   1

unsupported functions   1

Sign button, validation logic   1

Signature Capture view

changing contacts   1

signatures

audit, performing   1

capture verification, configuring user properties   1

capturing for recording contact calls   1

checksums, outcomes of   1

Signature Capture view, changing contacts   1

signature key, about   1

user properties   1

verifying signature capture, about   1

Smart Call

about   1

contact calls shortcut   1

Smart Call template, applying   1

software

about installing on handheld   1

SQLTrace, enabling   1

.SRF file

compiling repository file   1

SSL (Secure Sockets Layer)

synchronization security   1

stand-alone deployments, about   1

stand-alone installer, creating   1

Static Text print tag   1

status bar

application window, appears at bottom of   1

toolbar, located above   1

Submit button, validation logic   1

submitting

completed account call   1

synchronization sessions

error details, obtaining from   1

monitoring   1

monitoring, about   1

synchronization conflicts, obtaining information   1

synchronization sessions, obtaining an audit trail   1

synchronization transaction errors, acting on   1

synchronization, conflict handling and recovery

about   1

Client Wins conflict resolution   1

error data, accessing   1

extended insert pick processing settings, recommended   1

extended insert pick processing, about   1

extended pick processing settings, recommended   1

extended pick processing, about   1

extended pick processing, enabling   1

synchronizing

application memory, increasing   1

automatic backup after synchronization   1

data, about   1

Direct Server Sync   1

filters, general and default business object filters   1

general synchronization errors   1

handheld synchronization errors, logging   1

improving performance, about   1

methods and architecture   1

multiple synchronization servers   1

overview   1

performance and scalability, about   1

resynchronization problems, troubleshooting   1

servers, types of   1

Siebel Handheld Synchronization, using with handheld client   1

synchronization security   1

transaction conflicts   1

troubleshooting, about problems caused by   1

SyncURl

changing on handheld device   1


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T

templates

install templates, installing   1

print templates, creating   1

print templates, views associated with   1

Smart Call template, applying   1

testing the handheld application   1

timeout parameter

changing on Windows 2000   1

Title print tag   1

toolbars

about   1

configuring   1

customizing   1

toolbar functions   1

troubleshooting

client installation, backup, and restore   1

client performance, about   1

Direct Server Sync checklist, using   1

Direct Server Sync log files   1

general synchronization errors   1

handheld device logs   1

network performance, about   1

resynchronization problems   1

server performance, about   1

SQLTrace, enabling   1

synchronization transaction conflicts   1

synchronization, about problems caused by   1

timeout parameter, changing on Windows 2000   1


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U

ui

See Configuring User Interface Elements in Siebel Handheld

uninstalling the handheld application   1

upgrading

handheld application   1

preparing to upgrade   1

URLs

in applet fields,   1

User Administration screen   1

user database backups

backup, restoring from   1

database backup parameters, editing   1

enabling, about   1

external media, backing up to   1

user functionality, defining

about   1

user interface elements, configuring

about   1

auto pop-up lists, about using   1

buttons, about and behavior   1

form applets, about configuring   1

Home Page applet, about   1

hyperlinks, about   1

list applets, about configuring   1

menu bar, about   1

status bar, about using   1

toolbars functions   1

toolbars, about configuring   1

user preferences

about customizing   1

user properties

CUT Address - CE business component   1

Pharma Account Call - CE business component   1

Pharma Address business component   1

Pharma Address Inter Table - CE business component   1

Pharma Call Decision Issue - CE business component   1

Pharma Call Products Detailed - CE business component   1

Pharma Call Sample Dropped - CE business component   1

Pharma Inventory Period - CE business component   1

Pharma Professional Call - CE business component   1

Pharma Promotional Items Dropped   1

users, setting up

barcode definition, creating   1

barcode definition, process of creating   1

barcode scanning, enabling the SHCE Service FS Activity Parts Movements views   1

barcode scanning, enabling views for   1

barcode settings, administering   1

business component filter setting, adding   1

business object filter section, adding   1

business object filter section, removing   1

component level settings, configuring   1

error details, obtaining from synchronization sessions   1

new barcode definitions, creating   1

process tasks   1

responsibilities, assigning   1

synchronization conflicts, obtaining information   1

synchronization sessions, about monitoring   1

synchronization sessions, monitoring   1

synchronization sessions, obtaining an audit trail   1

synchronization transaction errors, acting on   1

user level settings, removing   1

views, administering   1

views, methods for specifying   1


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V

views

default behavior, overriding   1

drill-down only   1

print templates or reports, associated with   1

Siebel Handheld, about designing views for   1

views, administering

business component filter setting, adding   1

business object filter section, adding   1

business object filter section, removing   1

component level settings, configuring   1

tasks associated with   1

user level settings, removing   1

views, methods for specifying   1

visibility

designating in default Business Object declarations   1

OverridePopupVisibility, if used   1

popup visibility, overriding   1


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W

Web server timeout errors

changing timeout parameter on Windows 2000   1

Windows

changing timeout parameter on Windows 2000   1

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Siebel Pharma Handheld Guide