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A
accounts
account address, adding 1
activities, associating with accounts 1
business scenario 1
creating an account 1
opportunity, adding to an account 1
activities
accounts, associating with 1
contacts, associating with 1
creating a new activity 1
delegating an activity 1
general activities, adding using Calendar view 1
All Records PDQs, about 1
Applet print tag 1
applets
classes (table) 1
default behavior, overriding 1
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
audience for guide 1
Auto Order, creating from quote 1
auto pop-up lists
about 1
data visibility, about controlling 1 , 2
AutoOrder method
Order Entry, population fields in (table) 1
Order Entry-Orders business component, prepopulated fields (table) 1
service product, copied fields for (table) 1
AutoQuote
See also Using Auto Quote
about using and Quote Items fields (table) 1
creating a quote 1
quote fields automatically completed (table) 1
AutoQuote method
Quote business component fields, population of (table) 1
Quote Item business component fields, population of (table) 1
Quote Number field, about 1
B
backup
See Client Installation, Backup, and Restore
business components
See also Applet Classes
filters, creating 1
Order Entry-Orders business component, prepopulated fields (table) 1
Quote business component fields (table) 1
Quote business component fields, population of (table) 1
Quote Item business component fields (table) 1
Quote Item business component fields, population of (table) 1
Sales classes (table) 1
Sales supported (table) 1
business object declarations, setting PDQ examples 1
buttons, about and functionality (table) 1
C
Cabinet file (CAB), about creating 1
Calendar view, adding general activities 1
Cell print tag 1
client installation, troubleshooting 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
contacts
activities, associating with 1
adding a contact 1
business scenario 1
contact participants, specifying 1
managing contacts, about and Contact screen views 1
opportunity, associating with 1
opportunity, associating with an existing opportunity 1
customer relationships, managing
about 1
activities, about 1
activity, creating a new activity 1
activity, delegating 1
business scenario 1
contact participants, specifying 1
contacts, associating with activities 1
employee participants, specifying 1
general activities, adding using Calendar view 1
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
Sales Handheld PDQ filters 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
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
Divider print tag 1
drill-down only views, about 1
DSS URL, about changing 1
E
employee participants, specifying 1
end user error messages
EndofLine print tag 1
error messages
expenses, tracking
detailed line items, adding 1
expense report. creating 1
extended insert processing
enabling, ways to 1
handling, about ways to 1
extended pick processing
about 1
enabling 1
external media
See also Enabling Database Backup
backing up, about 1
installing from 1
F
filtering
Footer print tag 1
form applets
group boxes 1
labels 1
layout sequence 1
Format print tag 1
G
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
H
handheld device logs
list of 1
synchronization errors, logging 1
handheld logging parameters, configuring 1
Handheld PC
multiple applet views screen allocation 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
I
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
J
Journal Viewer, using to 1
L
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
M
MarginBottom parameter, about 1
MarginLeft parameter, about 1
MarginRight parameter, about 1
MarginTop parameter, about 1
memory
caution, log files using available memory 1
methods
AutoQuote method, quote business component fields (table) 1
AutoQuote method, Quote Item business component fields (table) 1
AutoQuote method, Quote Number field, about 1
Microsoft ActiveSync, about 1
multiple synchronization servers, about using 1
Multi-Value Group applet, support of 1
N
network performance, about 1
O
opportunities
account, adding to 1
business scenario 1
contact, adding to an opportunity 1
contact, associating with an existing opportunity 1
creating an opportunity 1
defined and examples 1
opportunity quotes, about viewing 1
products, associating to an opportunity 1
sales methods, about 1
Order Entry-Orders business component, prepopulated fields (table) 1
orders, managing
Auto Order, creating from your quote 1
creating an order manually 1
order line items, adding 1
terms and totals, adding 1
organization of guide 1
P
Page Break print tag 1
PaperHeight parameter, about 1
PaperSize parameter, about 1
PaperWidth parameter, about 1
participants, specifying 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
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
Pocket PC
menu bar, about using 1
multiple applet views, screen allocation 1
toolbars, configuring 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
general and default PDQ filters, described 1
PDQ filters, summary of use (table) 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 quotes 1
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
products, associating an opportunity with 1
Q
Query by Example filters (QBE)
about 1
business component filters, adding 1
List of Values, filtering out 1
Quote Number field, about 1
quotes
AutoOrder method, copied fields for service product (table) 1
AutoOrder method, population fields in Order Entry (table) 1
opportunity quotes, about viewing 1
quotes, developing
about 1
AutoQuote, about using and Quote Item fields (table) 1
AutoQuote, quote fields automatically completed (table) 1
AutoQuote, using to create a quote 1
business scenario 1
creating a quote 1
printing a quote 1
quote line items, adding 1
quote line items, deleting 1
R
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
S
Sales Handheld PDQ filters
about 1
sales methods, about 1
screens and views (table)
Siebel Sales 1
screens and views, designing
applet, overriding default behavior 1
drill-down only views, about 1
multiple applet views, screen allocation 1
multiple applet views, toggling between 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
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 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
SQLTrace, enabling 1
.SRF file, location of 1
stand-alone installer, about creating 1
Static Text print tag 1
status bar, about 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
synchronization, conflict handling and recovery
See also Recovering Data with Siebel Handheld Journaling
about 1
extended insert processing 1
extended pick processing, about 1
extended pick processing, enabling 1
T
templates, associating views with 1
terms, adding 1
testing the handheld application 1
timeout parameter, changing on Windows 1
Title print tag 1
toolbars, configuring
Pocket PC 2002 toolbar functions (table) 1
totals, adding 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
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 (table) 1
V
views
drill-down only views, about 1
new views, adding 1
visibility, designating 1
W
Windows, changing timeout parameter 1
| Bookshelf Home | Contents | Index | Search | PDF | |
Siebel Sales Handheld Guide for Windows-Powered Devices Published: 18 July 2003 |