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About Data Retrieval

Oracle Mobile Sales Assistant works with data from different data sources. It can retrieve data from:

• The Siebel industry application
• Appointments application on the BlackBerry device
• Contacts application on the BlackBerry device
• Tasks application on the BlackBerry device

This topic describes how Oracle Mobile Sales Assistant handles the following data from the sources.

Account Lookup

When you open the Accounts screen, Oracle Mobile Sales Assistant displays a list of up to 100 accounts from the Siebel industry application:

• As you type in the Search field, the account list is filtered. The filter is based on the search term that you enter. Only accounts with a name matching the search term are displayed. This list shows only accounts stored in the local data cache.
• You can click the Search button on the keyboard to search for any matching accounts in the Siebel industry application.

Call Notes

When you create call notes, Oracle Mobile Sales Assistant stores the data only on the Siebel industry application.

Contact Data Edit

When you edit and save a contact record that is stored in both your BlackBerry device and the Siebel industry application, Oracle Mobile Sales Assistant automatically saves the data in both sources.

Contacts Lookup

When you open the Contacts screen, Oracle Mobile Sales Assistant displays a combined list of up to 100 contacts from the Siebel industry application and contacts from the Contacts application on the BlackBerry device:

• To display only contacts from the Siebel industry application, click the CRM button.
• To display only contacts from the Contacts application on the BlackBerry device, click the Local button.
• As you type in the Search field, the contact list is filtered. The filter is based on the search term that you enter. Only contacts with a first name or last name matching the search term are displayed. This list shows only contacts stored in the local data cache and the Contacts application on the BlackBerry device.
• You can press Enter on the keyboard to search for any matching contacts in the Siebel industry application.

Custom Fields

Custom fields are not supported by Oracle Mobile Sales Assistant. You cannot change the fields that are displayed by Oracle Mobile Sales Assistant. If you rename a field in the Siebel industry application, Oracle Mobile Sales Assistant does not show the custom field name.

Opportunity Data

Oracle Mobile Sales Assistant does not support adding opportunities. It allows editing of opportunity data, but not the opportunity sales stage.

Tasks or Appointment Data

When you create a task or appointment, Oracle Mobile Sales Assistant automatically saves the data to your BlackBerry device, and prompts you to save the data to the Siebel industry application.

When you view a task or appointment:

• Oracle Mobile Sales Assistant uses the Due Date, Subject and Description when checking if two tasks are the same.
• Oracle Mobile Sales Assistant uses Start Time, End Time, Location and Subject when checking if two appointments are the same.

User Data

Oracle Mobile Sales Assistant does not support adding to or editing user data.

User Lookup

When you use Oracle Mobile Sales Assistant to search for a user, it searches only data in the Siebel industry application.