Bookshelf v7.5: Additional Features

Siebel eBriefings includes several key features that provide users with relevant, critical business information. These features include:

My News Topics

Users can create ad hoc custom news topics that are displayed on their My Briefings page. Users select My News Topic from the drop-down list of the eBriefings screen, and then click the User-Defined tab. A full-text expression can be entered and articles containing that expression are tracked. For example, if the expression software is entered, news articles reflecting this industry and product segment are displayed on the My News section of the My Briefings page.

In the My News Topic view, users can also customize the layout of the articles, the number of headlines displayed for each tracked topic, and the number of days the search topic will be active.

Tracking Profile

The tracking profile allows users to control much of the information that appears in their My Briefing document. Users choose the topics that they want to track. Only the information related to the selected topics appears in the My Briefing document. This allows users to filter out information that is not relevant to their interests and responsibilities.

After the user selects specific accounts, news, literature from the Siebel Encyclopedia, recommended links, and Web clips related to these accounts appear in the user's My Briefing page.

The tracking profile controls the following sections of the My Briefing document:

Edit Layout Preferences

Users can personalize the applets displayed on Briefing pages and choose their preferred layout. Users can either use the buttons above each applet or click on the Edit Layout button on each briefing page.

The Content Selection and Layout view, shown in Figure 2, allows users to see the order of applets and whether they are displayed or hidden. This view also allows users to display applets, reposition applets, and to return the page layout to the default setting. The Content Selection and Layout view is available by clicking the Edit Layout button at the top of the briefing pages.

Figure 2. Content Selection and Layout View

Layout preferences are stored as part of the user profile and are independent of the client machine being used.

Bulletins

Bulletins are internal company broadcast messages that alert users to important internal events and announcements from your company. Bulletins appear in the New Bulletins section of users' My Briefings documents. Users see bulletins that are associated with their user name or division, or those that are broadcast to the entire organization. Typically, bulletins are generated by a system administrator or designated employees who have privileges to publish bulletins.

Siebel Search

Users can search the Siebel database by clicking the search button (small binoculars icon) in the upper-right area of any window. Table 9 summarizes the types of data and searchable fields.

Table 9. Siebel Search
You can search for...	By entering...	Siebel Search displays...
Accounts	Account Name	Accounts in the user's organization
Contacts	Last Name	All contacts
Employees	First Name or Last Name	All employees
Literature	Name, Description, or Author	All literature in the Siebel Encyclopedia
Opportunities	Name	Opportunities that are visible to the sales representative
Service Requests	Service Request Number	All service requests in the user's organization

Additional Features

My News Topics

Tracking Profile

Edit Layout Preferences

Bulletins

Siebel Search

Recommended Links

Web Clips