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Fundamentals > Understanding the Siebel Application Window > Siebel Application Window Components >
Application-Level Menu
Located in the upper left corner of the application window, the application-level menu consists of the File, Edit, View, and Help menus. The functionality provided by each menu in the application-level menu depends on the application and the configuration you are using.
CAUTION: The commands found in the application-level menu may not be available from every screen and view. See your Siebel administrator for more information.
File Menu
Provides access to communication features, such as correspondence, email, fax, and page; save record functionality; synchronization; and logout. Table 4 provides a brief overview of each command available in the File menu.
Table 4. File Menu Commands File Menu Command Description Auto > Expense Report Creates an expense report automatically. For more information about expense reports, see Siebel Professional Services Automation Guide. Auto > Time Sheet Creates a time sheet automatically. For more information about time sheets, see Siebel Professional Services Automation Guide. New > Record Creates a new record in the selected form or list. For more information, see Adding a Record. New > Communication Creates a new communication. For more information about communications, see Siebel Communications Server Administration Guide. New > Correspondence Creates a new correspondence. For more information about correspondence, see Siebel Sales User Guide. Save Record Saves the current record. For more information, see Saving Data. Send > Email Allows you to send email directly from the Siebel application. For more information about send functionality, see Emailing, Faxing, Paging, and Wireless Messaging. Send > Fax Allows you to send a fax directly from the Siebel application. Send > Page Allows you to page someone directly from the Siebel application. Send > Wireless Message Allows you to send a message to another person's wireless device from the Siebel application. Synchronize > Database Synchronizes your database. For more information about synchronizing your database, see Synchronizing Data. Connect Allows you to log on with an alternate User ID. Log Out Logs you out of the Siebel application and ends your session.Edit Menu
Provides access to record and query features. Table 5 provides a brief overview of each command available in the Edit menu.
Table 5. Edit Menu Commands Edit Menu Command Description Undo Record Deletes the most recent change you make to a record. For more information, see Canceling Changes. Delete Record Deletes the selected record. For more information, see Deleting a Record. Edit Record Puts the selected record into edit mode, allowing you to modify it.You can also click in a record to edit it. If the Edit Record command is unavailable, you will probably be able to edit a record simply by clicking in its fields. For more information, see Editing a Record.
Copy Record Creates a copy of the selected record. For more information, see Copying a Record. Change Records Launches the Change Records dialog box which allows you to modify a large number of records simultaneously. For more information see Changing Multiple Records. Merge Records Allows you to merge two or more records into one record. For more information see Merging Duplicate Records. Select All Highlights and selects every record in the selected list. Query > New Opens a blank query in the selected screen. For more information about querying, see Common Query Tasks. Query > Run Executes a newly created query. Query > Refine Allows you to refine a query. Query > Save Allows you to save a recently executed query. Query > Save As Allows you to save a query with a new name. Query > Delete Launches the Save Query As dialog box, allowing you to delete a user-defined query.View Menu
Provides access to the Site Map, reports, user preferences, columns displayed, and advanced sort. Table 6 provides a brief overview of each command available in the View menu.
Table 6. View Menu Commands View Menu Command Description Site Map Opens the Site Map. For more information about the Site Map, see Site Map. Reports Launches the Reports dialog box. For more information about running reports, see Running Reports. User Preferences Opens the User Preferences screen. For more information about User Preferences, see User Preferences. Columns Displayed Launches the Columns Displayed dialog box which allows you to modify columns in a list. For more information, see Columns Displayed. Search Opens the Search Center. For more information about the Search Center, see Using the Search Center. Advanced Sort Launches the Advanced Sort dialog box which allows you to sort data in columns. For more information, see Performing an Advanced Sort. First Records Navigate to the first record in a form; navigate to the first set of records in a list. Previous Records Navigate to the previous record in a form; navigate to the previous set of records in a list. Next Records Navigate to the next record in a form; navigate to the next set of records in a list. Last Records Navigate to the last record in a form; navigate to the last set of records in a list. Open Customer Dashboard Opens the customer dashboard. For more information about the customer dashboard, see Siebel Call Center User Guide. Close Customer Dashboard Closes the customer dashboard. Clear Customer Dashboard Clears the customer dashboard of customer information.Help Menu
Provides access to Online Help, technical support information, and other help features. Table 7 provides a brief overview of each command available in the Help menu.
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Fundamentals Published: 14 August 2003 |