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About Data Retrieval

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

• The Siebel industry application
• The iPhone Contacts application

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

• Contacts lookup

  When you open the Contacts screen, Oracle Mobile Sales Assistant displays a combined list of up to 200 contacts from the Siebel Industry Application Server and contacts from the iPhone Contacts application.

  • To display only contacts from the Siebel Industry Application Server, tap the CRM button.
  • To display only contacts from the iPhone Contacts application, tap the Local button.
  • As you type in the Search field, the contact list is filtered based on the search term 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 iPhone contacts application.
• You can tap the Search button on the keyboard to search for any matching contacts in the Siebel industry application.
• Account lookup

  When you open the Accounts screen Oracle Mobile Sales Assistant displays a list of up to 200 accounts from the Siebel Industry Application Server.

  • As you type in the Search field, the account list is filtered based on the search term 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 tap the Search button on the keyboard to search for any matching accounts in the Siebel industry application.
• User lookup

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

• Contact data edit

  When you edit and save a contact that is stored in both your iPhone device and the Siebel Industry Application Server, Oracle Mobile Sales Assistant automatically saves the data in both sources.

• Opportunity or user data edit

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

• Tasks or appointment data

  When you create a task or appointment, Oracle Mobile Sales Assistant saves the data only to the Siebel Industry Application Server.

• Call notes

  When you create call notes, Oracle Mobile Sales Assistant stores the data only on the Siebel Industry Application Server.

• 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 reflect the new field name.
• Description fields are limited to 1998 characters for task, appointment, and opportunity records. You cannot edit records with a description field of 1999 or more characters within Oracle Mobile Sales Assistant.