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Call Center Home Page

When an agent logs in to the Siebel Call Center application, the first screen the agent sees is determined by the value of the Startup Screen user preference. If this preference has not been set, the agent sees the home page.

The home page is a combination of lists and forms that provide a snapshot of the most important information agents need to manage their day and workload. This information is customizable, depending on the personal preferences of each agent, and may include content such as My Calendar, My Activities, My Service Requests, My Campaigns, and My Contacts.

Agents can change the appearance of the home page by using the controls that appear in the upper-right corner of each list or form. Using the controls, agents can show or hide the detailed records for each content area. They can also use the edit layout function to control what content appears on the home page, and the order in which the content appears. Changes remain in effect until the agent makes new changes.

NOTE:  The home page displays only the views for which an agent has permissions, based on their profile.

Figure 1 shows the home page, including lists of service requests, activities, and a calendar for the current user. For more information about how to edit the layout of the home page, see Fundamentals.

Figure 1. Home Page

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 Siebel Call Center User Guide 
 Published: 18 April 2003