Siebel Wireless Administration Guide For Financial Services > Using Wireless eFinance and eInsurance >

Activities

Use the Activities view as a gateway to see activity information, to modify information, or to add or delete an activity.

When you select Activities from the Main Menu, your device displays the Activities view. When it first opens, the Activities view provides access to all the activities currently in the My Activities view.

The Activities screen provides access to a search function to display a specific activity, and it also displays the first few of all your activities. The actual number of activities displayed depends on the configuration settings.

You can drill down to see details about any activity displayed on the screen. You can edit activity information from the detail view.

To display activity details

  1. Scroll to the activity for which you want to see details.
  2. Press the soft key to link to the selected activity.

    3. The Activity view opens and displays details for the selected activity.

To add a new activity

  1. Scroll to the bottom of the view and select the New link.
  2. In the New Activity view, enter the activity type and the activity description.
  3. Click Submit.
  4. In the detail record, add company, status, priority, and comments.

 Siebel Wireless Administration Guide For Financial Services
 Published: 18 April 2003