What's New in This Release

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Getting Started with Your Siebel Application

Logging Into Your Siebel Application

Enabling QuickStart Agent for the Siebel Mobile Web Client

About Access and Responsibilities in the Siebel Application

Setting Internet Explorer Options for Calendar Printing

Changing Browser Security Levels

Maintaining the Siebel Application in the Browser Window

Using Web Browser Back, Forward, and History Functions

Using the Inbox

Exiting the Siebel Application

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About the User Interface

About Siebel Application Window Components

About the Application-Level Menu

About the Branding Area in the User Interface

About the Application Toolbar

About the Thread Bar in the User Interface

About Screens in the User Interface

About Screen Home Pages

About Views and Subviews in the User Interface

About Using the Visibility Filter in Lists

About View Tabs in the User Interface

About Subviews in the User Interface

About Using the Drop-Down Arrow for Screen Navigation

About the Link Bar in the User Interface

About Lists in the User Interface

About Vertical Scroll Bars in Lists

About Horizontal Scroll Bars in Lists

About Show More and Show Less Buttons in Lists

About Forms in the User Interface

About Charts in the User Interface

About Explorer Views in the User Interface

About Common Buttons in Lists and Forms in the User Interface

About the Message Bar in the User Interface

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About Records, Fields, and Field Controls

About Records

About Fields

About Text Fields

About Field Controls

About Check Boxes

About Option Buttons

About Drop-Down Lists

About Field Control Buttons

About the Currency Calculator

About the Calendar Control

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Using iHelp

About iHelp

Using iHelp to Complete Tasks

Using iHelp Map

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Using the Site Map

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Common Record Tasks

Adding Records

Using Quick Fill to Add Records

Copying Records

Editing Records

Changing Multiple Records

Saving Data

Canceling Changes

Deleting Records

Printing Records

Using Record Hyperlinks

Displaying Record Count

Finding Information About Records

Identifying New Records

Flagging Records

Adding Notes to Records

Associating a Record with Another Record

Merging Duplicate Records

Spell Checking Fields

Attaching Files to Records

Attaching URLs to Records

Organizing Columns in a List

Sorting Records in a List

Freezing Columns in a List

Resizing Columns

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Using Selection Dialog Boxes

Launching Selection Dialog Boxes

Associating Records Using a Single Selection Dialog Box

Associating Records Using a Shuttle Dialog Box

Finding Records in a Selection Dialog Box

Querying for Records in a Selection Dialog Box

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Using Query to Locate Information

About Predefined Queries

Creating, Executing, and Saving Queries

Refining Queries

Deleting Queries

Using the Query Assistant

Using Default Queries

Querying a Telephone Number

Simple Query Operators

Compound Query Operators

Query Tips

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Using Search to Locate Information

Using the Search Center

Search Operators

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Sharing Information

Running Reports

Emailing, Faxing, Paging, and Wireless Messaging

Using the Send Email Command

Using the HTML Editor

Creating a Siebel Bookmark

Creating Shortcuts to Siebel Records

Importing Data

Exporting Data

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Synchronizing Data

About Database Synchronization

Illustration of a Synchronization Process

Synchronizing with a Personal Information Manager Server

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Using the Calendar

About the Calendar

About Calendar Views

About Viewing Activities

About Calendar Activity Defaults

About Recurring Activity Defaults

About Calendar Activity Fields

About Using the Participant Availability Subview

About Using Group Calendars

About Using Alarms for Activities

Viewing Calendar Activities

Adding an Activity to the Calendar

Adding a To Do Activity to the To Do List

Adding a Recurring Calendar Activity

Deleting a Calendar Activity

Deleting a Recurring Calendar Activity

Marking a To Do Activity Complete

Changing a Calendar Activity

Rescheduling an Activity

Adding Participants to an Activity

Removing Participants From an Activity

Reassigning an Activity

Granting Access to Your Calendar

Viewing Other Users' Calendars

Setting Alarms

Snoozing and Dismissing Alarms

Changing the Date

Querying Your Calendar

Printing Your Calendar

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Customizing Home Pages

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Setting User Preferences

Setting Time Zone Preferences

Setting a Startup View

Setting Quick Print Options

Setting Outbound Communications Preferences for Send Email

Setting Search Preferences

Setting Up Default Queries

Changing Default Spell Check Options

Customizing Aspects of the Message Bar

Setting Up View Links for Screen Home Pages

Showing, Hiding, and Reordering Screen and View Tabs

Customizing Aspects of the Calendar

Changing the Length of the Calendar Day

Setting Up a Default Calendar Activity Duration

Turning On Alarms for All Calendar Activities

Setting Up Default Alarm Lead Times

Setting Up a Default Alarm Snooze Time

Setting Up a Meeting Email Notification Prompt

Setting Up a Default Calendar View

Setting Up Another User's Calendar as Your Default Calendar

Setting Up a Default Participant Availability Subview

Maintaining Quick Fill Templates

Setting Up Synchronization Preferences

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Using Keyboard Shortcuts

Modes of Operation for Keyboard Shortcuts

Keyboard Shortcuts

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