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A - B - C - D - E - F - G - H - I - J - L - M - N - O - P - Q - R - S - T - U - V - W

 

A

Account Call Submit button

editing user properties (table)   1

flowchart   1

account calls

Accounts view, adding from   1

attendee information, entering for an account call   1

Auto Call, about   1

Auto Update, about   1

completed call, submitting   1

described   1

Smart Call, about   1

Accounts view, adding from account call   1

accounts, managing

account address, adding   1

account described   1

account notes, adding   1

account, adding   1

affiliations, indicating between accounts and contacts   1

call account, specifying best times to   1

sales data, viewing   1

Active inventory type, described   1

Activities view, adding from general activity   1

All Records PDQs, about   1

Applet print tag   1

applets

multiple applet views, screen allocation   1

multiple applet views, toggling between   1

architecture overview, five layers listed   1

asterisk (*), meaning in forms and applets   1

attendee information, entering for an account call   1

audience for guide   1

Auto Call button

about   1

unused records, deleting   1

auto pop-up lists

about   1

data visibility, about controlling   1 ,  2

Auto Update, about   1

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B

backup

See Client Installation, Backup, and Restore

business components

filters, creating   1

objects that should not be changed (table)   1

Siebel ePharma classes (table)   1

Siebel ePharna supported (table)   1

business object declarations, setting PDQ examples   1

business objects

objects that should not be changed (table)   1

buttons, about and functionality (table)   1

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C

Cabinet file (CAB), about creating   1

Calendar view, adding general activity   1

calls, planning and recording

account call, adding from the Account Call view   1

account call, adding from the Accounts view   1

attendee information, entering for an account call   1

business scenarios   1

completed account call, submitting   1

completed contact call, submitting   1

contact and account calls, described   1

contact call, adding from the Contacts Calls view   1

contact call, adding from the Contacts view   1

decision issues discussed during call, recording information about   1

personal lists, about   1

personal lists, creating   1

products detailed information, entering for an account call   1

products detailed, recording information about   1

promotional items dropped, recording information about   1

samples dropped, recording information about   1

Siebel Samples Management, about working with calls   1

signature, capturing   1

Smart Call template, applying   1

unused account call records created from the Auto Call button, deleting   1

Cell print tag   1

checksums

See Outcomes of Checksums

client installation, troubleshooting   1

Client Wins conflict resolution, about using to update conflicts   1

Comment print tag   1

CompactFlash card

backing up, about   1

installation, setting up on   1

installing from   1

Companion Sync

administration of   1

architecture (diagram)   1

checklist, using to troubleshoot   1

handheld, installing on   1

journal files, about   1

journal files, automatic forwarding   1

journal files, viewing   1

journal log files, concatenating   1

log files, using for troubleshooting   1

macro constants, about and tailoring   1

note, synchronizing to the Siebel Server   1

companion synchronization server, described   1

compiling the repository, about   1

configuration file

See also Specifying Default Views in the Configuration File

default views, specifying   1

directives, about   1

location   1

configuring

See also Recommended Configuration Guidelines

guidelines, recommended   1

Siebel Handheld client   1

Siebel Web Client and Siebel Handheld Client, differences in configuring   1

contact calls

Auto Call, about   1

Auto Update, about   1

completed contact call, submitting   1

described   1

Smart Call, about   1

Contact Calls view, adding from contact call   1

contact names, about retaining and deleting   1

contacts, managing

affiliations, indicating between contacts and accounts   1

contact addresses, adding   1

contact call, adding from the Contacts view   1

contact information, adding additional   1

contacts, adding   1

contacts, described   1

contacts, specifying best time to call   1

license information, adding and editing   1

medical education event, inviting to   1

notes, sharing about a contact   1

prescription data, viewing   1

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D

data filtering

developing data filters, steps   1

methods, list of   1

pick applet, data filtering for   1

Predefined Queries (PDQs)   1

Query by Example filters (QBE)   1

database backups, enabling

about   1

database backup parameters, editing   1

external media, about backing up   1

setting up, steps to   1

troubleshooting   1

DDvP

See Synchronization Methods and Architecture

DEA number, validation

about   1

DEA number checksum algorithm (table)   1

decision issues discussed during call, recording information about   1

default sync filters, about   1

Direct Server Sync via Proxy, about   1

Direct Server Synchronization

See also Stand-Alone Deployments

about   1

about and diagram   1

checklist, using to troubleshoot   1

described   1

log files, using for troubleshooting   1

Direct Server Synchronization (DDS) infrastructure

CompactFlash card, setting up installation on   1

database backup, enabling   1

DDS components, installing (procedure)   1

DDS components, installment options described   1

DDS Object Manager configuration file, editing   1

DSS URL, about changing   1

external media, installing from   1

handheld logging parameters, configuring   1

handheld, installing on   1

hardware and network configuration, recommended   1

installation configuration file, editing   1

planning, about   1

print templates, about installing   1

server logging levels, configuring   1

server process management, optimizing   1

server topology overview, about and diagram   1

synchronization performance and scalability   1

direct synchronization server, described   1

disclaimer text, editing   1

distributor name, changing in Siebel Signature Capture display   1

Divider print tag   1

drill-down only views, about   1

DSS URL, about changing   1

Duration field, exposing in Activities view   1

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E

end user error messages

See End User Error Messages

EndofLine print tag   1

error messages

See End User Error Messages

expense reports

creating an expense report   1

detailed line items, adding   1

extended insert processing

enabling, ways to   1

FailOnError setting, about using   1

handling, about ways to   1

settings, recommended   1

extended pick processing

about   1

enabling   1

note, resolving conflicts   1

settings, recommended   1

external media

See also Enabling Database Backup

backing up, about   1

installing from   1

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F

filtering

See Types of Data Filters

Footer print tag   1

form applets

group boxes   1

labels   1

layout sequence   1

Format print tag   1

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G

general activities, creating

about and scenario   1

Activities view, adding from   1

Calendar view, adding   1

general sync filters, about   1

GetCount print tag   1

GetDate print tag   1

GetField print tag   1

GetRegistry print tag   1

GetTime print tag   1

GetTotal print tag   1

guide

audience for   1

organization of   1

resources, additional   1

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H

handheld device logs

list of   1

synchronization errors, logging   1

handheld logging parameters, configuring   1

Handheld PC

form applets, layout sequence   1

multiple applet views screen allocation   1

status bar, about   1

toolbars, configuring   1

uninstalling handheld application   1

Header print tag   1

help

Siebel Expert Services, about using   1

Siebel Professional Services, about using   1

Home Page applets, configuring   1

hyperlinks, about configuring   1

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I

Inactive inventory type, described   1

initial count adjustments, creating and submitting   1

initial master inventory

establishing, about   1

initial count adjustments, creating and submitting   1

products, adding to inventory and submitting an initial count   1

installing software

about ways to   1

Companion Sync users, for   1

Direct Server Sync, users for   1

reinstalling or upgrading   1

uninstalling handheld application   1

inventory

initial master inventory   1

initial master inventory control   1

initial master inventory control, about establishing   1

inventory periods, table of   1

inventory sample records, managing   1

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J

Journal Viewer, using to   1

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L

license, adding and editing license information   1

list applets

See also List Applets

about and guidelines   1

List of Values, filtering out   1

log files

Companion Sync logs, using for troubleshooting   1

Direct Server Sync logs, using for troubleshooting   1

handheld device logs, using for troubleshooting   1

server logging levels, configuring   1

logging parameters, configuring   1

LogSQLStmts parameter, caution setting   1

LogSSAErrors parameter, caution setting   1

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M

MarginBottom parameter, about   1

MarginLeft parameter, about   1

MarginRight parameter, about   1

MarginTop parameter, about   1

MedEd event

See Setting Up MedEd Events

medical education event, setting up

about   1

contact, inviting to an event   1

creating a medical education event   1

memory

caution, log files using available memory   1

Microsoft ActiveSync, about   1

multiple synchronization servers, about using   1

Multi-Value Group applet, support of   1

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N

network performance, about   1

notes, sharing about a contact   1

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O

objects that should not be changed (table)   1

organization of guide   1

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P

Page Break print tag   1

PaperHeight parameter, about   1

PaperSize parameter, about   1

PaperWidth parameter, about   1

PDQ filters, administration

Companion Sync, about   1

Direct Server Sync mode, about   1

performance

client performance, about   1

network performance, about   1

server performance, about   1

SQLTrace, enabling   1

personal lists

about   1

creating   1

pick applets, data filtering for

about   1

business object declarations, setting examples   1

configuration file directives   1

Popup Visibility Type setting, overriding   1

visibility, designating   1

Picture print tag   1

Planned Start field, exposing in Activities view   1

Pocket PC

form applets, layout sequence   1

menu bar, about using   1

multiple applet views, screen allocation   1

status bar, about   1

toolbars, configuring   1

uninstalling handheld application   1

pop-up lists

auto pop-up lists, about   1

data visibility, about controlling   1 ,  2

Popup Visibility Type setting, overriding   1

Predefined Queries (PDQs)

about and example   1

All Records PDQs, about   1

default PDQs, configuring   1

general and default PDQ filters, described   1

PDQ filters, summary of use (table)   1

prescription data, viewing   1

print applets, designing

See also Designing Print Applets

about   1

form applets, designing   1

list applets, designing   1

Print button

See also Configuring Print Buttons

configuring (procedure)   1

configuring, about   1

print tagging language

See Overview

print templates

See also Installing Print Templates

Applet print tag   1

Cell print tag   1

Comment print tag   1

Divider print tag   1

EndofLine print tag   1

Footer print tag   1

Format print tag   1

GetCount print tag   1

GetDate print tag   1

GetField print tag   1

GetRegistry print tag   1

GetTime print tag   1

GetTotal print tag   1

Header print tag   1

Page Break print tag   1

Picture print tag   1

print template file example   1

print template file, creating overview   1

SetVariable print tag   1

Static Text print tag   1

Title print tag   1

variables, example using in template   1

PrinterBaudrate parameter, about   1

PrinterCompressed parameter, about   1

PrinterDensity parameter, about   1

PrinterDither parameter, about   1

PrinterDraftMode parameter, about   1

PrinterFormFeed parameter, about   1

PrinterHandshake parameter, about   1

PrinterOrientation parameter, about   1

PrinterPort parameter, about   1

PrinterType parameter, about   1

printing receipts for samples dropped   1

See also Preparing Receipts for Calls

printing, configuration settings

See also Installing Print Templates

default printing settings, list of   1

MarginBottom parameter, about   1

MarginLeft parameter, about   1

MarginRight parameter, about   1

MarginTop parameter, about   1

PaperHeight parameter, about   1

PaperSize parameter, about   1

PaperWidth parameter, about   1

parameters and syntax, about   1

PrinterBaudrate parameter, about   1

PrinterCompressed parameter, about   1

PrinterDensity parameter, about   1

PrinterDither parameter, about   1

PrinterDraftMode parameter, about   1

PrinterFormFeed parameter, about   1

PrinterHandshake parameter, about   1

PrinterOrientation parameter, about   1

PrinterPort parameter, about   1

PrinterType parameter, about   1

printing, configuring for the handheld

See also Designing Print Applets

about   1

defining documents for printing   1

print applets, configuring for printing   1

print applets, designing   1

Print buttons, about configuring   1

Print buttons, configuring (procedure)   1

private notes

account notes, adding   1

contact notes, adding   1

products

inventory, adding to and submitting an initial count   1

samples transaction, adding to   1

Professional Call Submit button

editing user properties (table)   1

flowchart   1

promotional items dropped, recording information about   1

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Q

Query by Example filters (QBE)

about   1

business component filters, adding   1

List of Values, filtering out   1

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R

Reconciled inventory type, described   1

recovering data

Companion Sync journal files   1

Siebel Handheld Journaling   1

reinstalling handheld application   1

remote database

See  Synchronization Conflict Handling and Recovery

report

expense report, creating   1

views, associating with   1

repository

.SRF file, location of   1

compiling, about   1

Repository Configuration, about   1

resources, additional   1

restore, troubleshooting   1

returned samples   1

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S

sales data, viewing   1

sample views, list of   1

samples

See also Recording Contact Calls

dropped, recording information about   1

inventory records, managing, about   1

printing receipts for samples dropped   1

returned to home office   1

samples order, creating   1

samples transaction

See also Adjusting a Samples Transaction

product, adding to   1

quantity, adjusting   1

samples transfer

See also Creating a Samples Transfer

about   1

acknowledging receipt of   1

creating (procedure)   1

samples, managing

See also Adjusting a Samples Transaction

about   1

business scenario   1

initial master inventory, about establishing   1

inventory periods, table of   1

sample views, list of   1

samples order, creating   1

samples transaction, adding a product to   1

samples transaction, adjusting a quantity   1

samples transfer, about creating   1

samples transfer, acknowledging receipt of   1

samples transfer, creating (procedure)   1

server and handheld samples records, keeping in sync   1

Siebel Samples Management, about working with calls   1

screens and views (table)

Siebel ePharma   1

screens and views, designing

drill-down only views, about   1

multiple applet views, screen allocation   1

multiple applet views, toggling between   1

Planned Start and Duration fields, exposing in the Activities view   1

print templates and reports, views associated with   1

scripting

deactivating scripts, about   1

user interface methods, calls to   1

server installation

CompactFlash card, setting up installation on   1

database backup, enabling   1

Direct Server Synchronization (DDS), installation   1

DSS URL, about changing   1

external media, installing from   1

handheld logging parameters, configuring   1

hardware and network configuration, recommended   1

installation configuration file, editing   1

planning for, about   1

print templates, about installing   1

server logging levels, configuring   1

server process management, optimizing   1

server topology overview, about and diagram   1

synchronization performance and scalability   1

setup.ini file, location and editing   1

SetVariable print tag   1

shared notes

account notes, adding   1

contacts, adding   1

Siebel eScript, issues and validation   1

Siebel Expert Services, about using   1

Siebel Handheld Client

handheld screen, about designing for   1

identify user activities, improving performance   1

minimal navigation, about designing applications   1

Multi-Value Group applet, support of   1

naming conventions, about   1

scripting, about   1

Siebel Web Client, differences in configuring   1

stop-and-go workflow, about supporting   1

testing the handheld application   1

unsupported functions (table)   1

user functionality, defining   1

Siebel Handheld Journaling

about and parameter settings   1

journal log files, location and name   1

Siebel Mobile Web Client, about installation   1

Siebel Professional Services, about using   1

Siebel Signature Capture display, changing distributor name   1

Siebel Visual Basic (VB), issues and validation   1

Siebel Web Client

Multi-Value Group applet, support of   1

scripting, issues and validation   1

Siebel Handheld client, differences in configuring   1

unsupported functions (table)   1

Signature button, editing

default validation logic flowchart   1

user properties (table)   1

signature capture verification

See also Configuring User Properties for Signature Capture Verification

checksum examples   1

Checksum status for body text, user properties   1

Checksum status for header text, user properties   1

Checksum status for sale representative's row, user properties   1

signature capture verification status, about and examples (table)   1

signature key, about   1

status determination   1

signature capture verification, configuring user properties

See also Configuring User Properties for Signature Capture Verification

Editing Checksum Field: 1 Signature Header Text   1

Editing Checksum Field: 2 Signature Body Text   1

Editing Checksum Field: 3 Sales Representative's Row Number   1

new checksum field user properties, creating   1

Signature Header Text field, description of   1

signatures

capturing   1

signature key, about   1

verifying   1

Smart Call

about   1

template, applying   1

SQLTrace, enabling   1

.SRF file, location of   1

stand-alone installer, about creating   1

Static Text print tag   1

status bar, about   1

Submit button

Account Call Submit button, default validation logic flowchart   1

editing user properties (table)   1

Professional Call Submit button, default validation logic flowchart   1

synchronization

See also  Synchronization Conflict Handling and Recovery

Direct Server Sync via Proxy, about   1

Direct Server Sync, about and diagram   1

handheld synchronization errors, logging   1

methods and architecture   1

overview   1

preventing synchronization with another handheld   1

resynchronization problems, troubleshooting   1

servers, types of   1

synchronization conflicts, preventing   1

troubleshooting, about problems caused by   1

synchronization filters

See Types of Data Filters

synchronization, conflict handling and recovery

See also Recovering Data with Siebel Handheld Journaling

about   1

extended insert processing   1

extended pick processing settings, recommended   1

extended pick processing, about   1

extended pick processing, enabling   1

extended pick processing, resolving conflicts   1

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T

templates, associating views with   1

testing the handheld application   1

timeout parameter, changing on Windows   1

Title print tag   1

toolbars, configuring

HPC 2000 toolbar functions (table)   1

Pocket PC 2002 toolbar functions (table)   1

transaction errors, viewing   1

troubleshooting

client installation, backup, and restore   1

client performance, about   1

Companion Sync checklist, using   1

Companion Sync log files   1

Direct Server Sync checklist, using   1

Direct Server Sync log files   1

handheld device logs   1

network performance, about   1

resynchronization problems   1

server performance, about   1

Siebel Expert Services, about using   1

Siebel Professional Services, about using   1

SQLTrace, enabling   1

synchronization, about problems caused by   1

timeout parameter, changing on Windows 2000   1

timeout parameter, changing on Windows NT   1

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U

uninstalling handheld application   1

upgrading handheld application   1

user functionality, defining

about   1

general guidelines   1

user interface elements, configuring

about   1

auto pop-up lists, about   1

buttons, about and functionality (table)   1

form applets, group boxes   1

form applets, labels   1

form applets, layout sequence   1

Home Page applets, configuring   1

hyperlinks, about configuring   1

list applets, about and guidelines   1

menu bar, about using   1

status bar, about   1

toolbars, configuring   1

user interface methods, business component script calls to   1

user properties, changing default values   1

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V

validation logic, changing default user property values   1

views

drill-down only views, about   1

new views, adding   1

visibility, designating   1

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W

Windows, changing timeout parameter   1

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