Bookshelf v7.5: Siebel ERM Home Page

When users log in to their Siebel ERM application, the first screen that appears is the home page. The home page, a combination of lists and forms, can include service requests, recent news about selected accounts and competitors, news about the organization, a daily calendar, a graphical announcement that you can customize for your organization, and so on.

The ERM home page, shown in Figure 2, is personalized for each user. When an employee logs in to the application, a personalized message appears on the home page.

In Figure 2, the Corporate Announcements and My News section appear on the left. On the right, the My Calendar section appears.

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.

Home Page Sections

The internal sections of the home page are described in Table 2. The search and sort specifications for internal sections are defined in the predefined query called Home. For more information about predefined queries, see Modifying Siebel ERM Predefined Queries.

Table 2. ERM Home Page Siebel Data Sections
Section	Description	Controlled by Tracking Profile
Account/Competitor News	Displays recent news articles specifically relating to an individual user's tracked accounts and competitors. This content only appears if the organization subscribes to Siebel eContent Services.	Yes
Analytics Report	Displays personalized or organization-wide 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 See ERM Microsite Pages for more information.	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 are 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 past days to search for news stories (history) and the maximum number of stories to be returned. Content is provided by Siebel eContent Services.	No
My Opportunities	Displays the user's opportunities that have not been closed. Opportunities are sorted by new column, and then by revenue column 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 the 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 eBriefings 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
New 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 leading search engines.	No
Yellow Pages Search	Allows users to locate businesses by address and telephone number.	No

Home Page Sections Containing External Data

Table 3 describes the ERM home page sections that include information from Siebel eContent Services.

Section	Description	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 eContent Services news providers about the user's company.	No
Web Search	Allows users to search the Web using a leading Internet search engine.	No