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Siebel ERM Front Page, MyPage
When users log in to their Siebel ERM application, the first screen that appears is the ERM Front (home) Page or the user's myPage, depending on the user's preference. The Front Page is personalized for each user. This page might include corporate announcements, the day's top headlines, feature articles, and targeted corporate information, for example, Spotlight on Sales. The user's myPage might include service requests, an employee locator, recent news about selected accounts and competitors, feature articles about the organization, a contacts list, daily calendar, tasks, analytics reports, and other information links such as weather, Web search, and maps. The myPage layout can be edited to show the features that are most important to the user. Figure 1 shows an example of a user's myPage. Personalized alerts appear under the greeting, followed by a list of My Customer's Service Requests. On the right are the Employee Locator and the user's calendar. At the top of the page are quick links to Site Map, Performance Management, Help Desk, Profile, and so on. By clicking Edit Layout the user can specify whether other sections such as tasks, reports, and news, appear on the page.
Siebel ERM filters the data and content a user can view based on the visibility rules defined in the Siebel application and the user preferences set by the user in a tracking profile. Only data targeted for the user appears on the employee's home page. For more information about visibility rules, see Security Guide for Siebel eBusiness Applications. For more information on tracking profiles, see Controlling ERM Page Topics with a Tracking Profile. Front Page, MyPage Sections
Some of the internal sections of the home page are described in Table 5. The search and sort specifications for internal sections are defined in the predefined query called Home. For more information about predefined queries, see Applications Administration Guide.
Table 5. ERM Home Page Siebel Data Sections
|
|
Controlled by Tracking Profile |
Account/Competitor News |
Displays recent news articles related to an individual user's tracked accounts and competitors. This content only appears if the organization subscribes to Siebel Content Services. |
Yes |
Analytics Report |
Displays personalized or organization-specific reports from Siebel Analytics. |
Yes |
Corporate Announcements |
Displays links to Web pages, Web pages (appears in-line), or HTML. These records are entered in the Content Layout view with the following attributes:
- View = Portal Page Home View
- Page = Home
- Section = Body
For more information on microsite management, see Applications Administration Guide. |
No |
Feature Articles |
Displays new stories, Web pages, or HTML. These records are entered in the Content Layout view with the following attributes:
- View = Portal Page Home View
- Page = Home
- Section = Body
For more information, see ERM Microsite Pages and Applications Administration Guide. |
No |
Literature |
Displays links to literature items in the Siebel Encyclopedia. Literature topics are defined in the user's tracking profile. The current date must be between the release and expiration dates. |
Yes |
Map Search |
Allows users to retrieve maps, directions, and travel distance information. |
No |
My Calendar |
Allows users to view and maintain their Siebel calendars from the home page. The calendar can appear in a daily, weekly, or monthly format. Click the Time field to enter new activities. |
No |
My Customer's Service Requests |
Displays open service requests created within the data duration date that is associated with the accounts to which the user is assigned. |
No |
My Events |
Allows users to view a list of events for which they can register. This section also shows events to which users have an open invitation. |
No |
My News |
Displays a list of news headlines. The user specifies the categories, topics, and related search items. The administrator can specify the number of previous days to search for news stories (history) and the maximum number of stories to be returned. Content is provided by Siebel Content Services. |
No |
My Opportunities |
Displays the user's opportunities that have not been closed. Opportunities are sorted by the newest records, and then by revenue in descending order. |
No |
My Stocks |
Allows users to select the stocks they want to appear. This page can be configured with the user's tracking profile. Allows administrators to embed market information in a section on the home page. The section is populated using the information provided by a third-party vendor of the customer's choice. |
Yes |
New Accounts |
Displays accounts to which the user is assigned and that are marked as new. Accounts are sorted by name. |
No |
New Bulletins |
Used to alert users of important company announcements. Displays broadcast messages defined in the Administration view. Messages that are created between the activation and expiration dates and designated for Siebel Briefings appear as bulletins in this section. Messages are sorted by creation date and then by abstract. |
No |
New Contacts |
Displays contacts for whom the user is listed as a secondary user. Contacts are sorted by last name and then by first name. |
No |
Customer Service Requests |
Displays open service requests associated with the accounts to which the user is assigned and that were created within the data duration date. Service requests are sorted by status and then by severity. |
No |
Recommended Links |
Displays links to recommended Web pages. Recommended links are defined as literature items in the Siebel Encyclopedia. The literature type is Recommended Link and the Web display method is Not In-Line. |
Yes |
Today's Headlines |
Displays today's headlines. |
No |
Top Story |
Displays the top story. |
No |
Weather |
Displays a current weather summary for the ZIP code selected on the user's tracking profile. |
Yes |
Web Clips |
Displays the target Web page of a recommended link in-line with other sections. Web clips are recommended links stored in the Siebel Encyclopedia with a Web display method defined as In-Line. |
Yes |
Web Search |
Allows users to search the Internet using industry recognized search engines. |
No |
Yellow Pages Search |
Allows users to locate businesses by address and telephone number. |
No |
Home Page Sections Containing External Data
Table 6 describes the ERM home page sections that include information from Siebel Content Services.
Table 6. ERM Home Page External Data Sections
|
|
Controlled by Tracking Profile |
Company Search |
Allows users to search the Siebel Company database to locate a company and obtain a Company Briefing that includes information such as Company Profiles and current news. |
No |
Our Company in the News |
Displays recent news articles from Siebel Content Services news providers about the user's company. |
No |
Web Search |
Allows users to search the Web using a leading Internet search engine. |
No |
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