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Accessing Today's Items


To display the Today screen, press Escape until the Today screen appears. If you have not yet started Oracle Mobile Sales Assistant, see Signing On to Oracle Mobile Sales Assistant for BlackBerry. The Today screen displays appointments and tasks scheduled for today and their associated contacts. Specifically, the Today list displays the following:

  • Today's Appointments. Shows appointments that are scheduled for today.
  • Today's Tasks. Shows incomplete tasks that are due or overdue today.
  • Today's Contacts. Shows all contacts and users included as participants in today's appointments and tasks.
  • Recent Lookups. Shows the five most recently viewed records (accounts, contacts, opportunities, or users). This category provides a fast way to return to a record that you were working on previously.

The Today screen includes the Shortcut bar. Table 3 lists the icons in the order in which they appear (left to right) in the Shortcut bar.

Table 3. Shortcut Bar Icons
Icon
Function
Description

Contacts

Contacts are individuals with whom your company currently conducts business or expects to conduct business with in the future. These individuals can be employees of other companies, independent consultants, vendors, or personal acquaintances. A contact is generally associated with an account, and often, an account record includes links to information about several different contacts at that company.

You can display contacts stored in your BlackBerry device, or from the Siebel industry application, or both. For more information, see Accessing Contacts.

Appointments

Displays your appointments or events. For more information, see Using Appointments and Calendar.

Tasks

Displays a list of tasks sorted in chronological order by the due date. For more information, see Tracking Tasks.

Accounts

Accounts are generally companies that you do business with, but you can also track partners, competitors, affiliates, and so on as accounts. For more information, see Accessing Accounts.

Opportunities

Opportunities are sales deals that, at some point, might be included in revenue forecasting. For more information, see Accessing Opportunities.

Users

Users are coworkers and partners who are assisting you with your accounts and opportunities. For more information, see Accessing Users.

Notes

Displays notes. Notes are your notes that are associated with contacts or accounts.

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