Fundamentals
Introduction
Revision History
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Overview
Getting Started with Your Siebel Application
QuickStart Agent
Access and Responsibilities
Web Browser Settings
Exiting the Siebel Application
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Understanding the Siebel Application Window
Home Page Overview
Siebel Application Window Overview
Siebel Application Window Components
Application-Level Menu
Branding Area
Siebel Application Toolbar
Screens and Views
Displaying Data
Vertical Scroll Bars
Record Navigation Buttons
Lists
Forms
Charts
Explorer (Tree)
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Working with Data
Records and Fields
Field Controls
Text Fields
Check Boxes
Option Buttons
Drop-Down Lists
Field Control Buttons
Currency Calculator
Calendar Control
Using Selection Dialog Boxes
Launching Selection Dialog Boxes
Associating Records Using a Single Selection Dialog Box
Associating Records Using a Multiple Selection Dialog Box
Finding Records in a Selection Dialog Box
Querying for Records in a Selection Dialog Box
Common Record Tasks
Saving Data
Canceling Changes
Using Record Hyperlinks
Adding a Record
Copying a Record
Editing a Record
Deleting a Record
Identifying a New Record
Flagging a Record
Adding a Note to a Record
Associating a Record with Another Record
About Record Feature
Merging Duplicate Records
Printing Records
Spell Checking
Changing Multiple Records
Using Attachments
Sorting Records in a List
Freezing Columns in a List
Organizing Columns in a List
About Keyboard Shortcuts
Data Quality
Matching
Data Cleansing
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Locating Information
Finding Search and Query Information
Using Queries
Predefined Queries
User-Defined Queries
Query Commands: Creating a Query
Query Comments: Executing a Query
Query Commands: Refining a Query
Common Query Tasks
Querying Within a Selection Dialog Box
Using the Query Assistant
Query Tips
Using Default Queries
Querying a Telephone Number
Query Operators
Using the Search Center
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Sharing Information
Running Reports
Emailing, Faxing, Paging, and Wireless Messaging
Using the HTML Editor
Creating a Siebel Bookmark
Creating Shortcuts to Siebel Records
Importing Data
Exporting Data
Using the Message Bar
Synchronizing Data
Overview of the Synchronization Process
Selecting Contacts and Employees for Synchronization
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Using the Calendar
Calendar Views
Viewing Activities
Calendar Activity Defaults
Recurring Activity Defaults
Calendar Activity Fields
Calendar Tasks
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
Changing and Saving a Recurring Activity
Rescheduling an Activity
Adding Participants to an Activity
Removing Participants From an Activity
Using the Participant Availability Subview
Reassigning an Activity
Granting Access to Your Calendar
Viewing Other Users' Calendars
Using Group Calendars
Using Alarms for Activities
Changing the Date
Querying Your Calendar
Printing Your Calendar
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Customizing the User Interface
Customizing Your Home Page
Using the Home Page Controls
Editing the Page Layout
User Preferences
Updating Profile and Behavior Settings
Customizing Outbound Email
Setting Search Preferences
Setting Up Default Queries
Running a Spell Check Automatically
Customizing Aspects of the Message Bar
View Personalization
Customizing Aspects of the Calendar
Setting Up Synchronization Preferences
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Keyboard Shortcuts
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Query Operators
Simple Query Operators
Compound Query Operators
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