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Business Functions of Screens in Siebel Communications


The Siebel Communications and Siebel Media interfaces include procedure-specific screens. Some screens are used exclusively by administrators. Table 3 lists the most frequently used screen and views for Siebel Communications and Siebel Media. It also lists the functions of the views in those screens.

NOTE:  The procedures in this guide assume that you do not use left-hand navigation. However, you can set up left-hand navigation. For more information about left-hand navigation and about implementing it, see Siebel Fundamentals for Siebel Open UI.

Table 3. Siebel Communications and Siebel Media Screens and Views
Screen
Functions
For More Information

Accounts

Create, view, and update accounts. Set up and maintain account hierarchies. Define and maintain account profile information. Query customer bills. Record bill payments, repayment plans, and adjustments.

See Accounts in Siebel Communications, Profiles in Siebel Communications, and Billing in Siebel Communications.

Activities

Track personal activities and view activities for other team members. Track the progress of accounts, trouble tickets, service requests, interactions with contacts, and opportunities.

See Siebel Applications Administration Guide

Agreements

Create, generate, modify, approve, and track agreements.

See Agreements and Entitlements in Siebel Communications.

Assets

Manage information about products sold to accounts.

See Siebel Field Service Guide

Audit Trail

Creates a history of the changes that have been made in Siebel Communications and Oracle's Siebel Media.

See Siebel Applications Administration Guide

Briefings

Gather and format information from a number of different sources, both inside and outside your company, including the World Wide Web.

See Siebel eBriefings Administration Guide

Calendar

Create and display activities (including to-do activities) and share calendar information with co-workers.

See Siebel Fundamentals

Campaigns

Manage outbound communications with prospects targeted for a particular marketing effort.

See Siebel Applications Administration Guide

Contacts

Record and track business and personal contact information associated with an account, an opportunity, a trouble ticket, or service request.

See Contacts in Siebel Communications.

Credit Management

Manage and monitor customer credit issues. Share data with third-party credit management applications.

See Credit Management in Siebel Communications.

Entitlements

Associate entitlements with accounts, contacts, and products. Determine a customer's eligibility for service under its entitlements.

See Agreements and Entitlements in Siebel Communications.

Expense Reports

Manage expense-report information for your own expenses, or your team's expenses.

See Siebel Applications Administration Guide

Forecasts

Create business forecasts that are based on opportunities or products.

See Siebel Applications Administration Guide

Fraud Management

Manage and monitor customer fraud issues. Share data with third-party fraud management applications.

See Fraud Management in Siebel Communications.

Literature

Display company- and industry-related literature cataloged by the Siebel administrator.

See Siebel Applications Administration Guide

Opportunities

Manage sales opportunities for business and residential customers.

See Opportunities in Siebel Communications.

Orders

Create sales orders and track their status. Generate order summaries.

See Siebel Order Management Guide and Siebel Order Management Guide Addendum for Communications

Premises

Create and maintain premises. Track service points, customer premises equipment, and meters associated with a premises.

See Premises in Siebel Communications.

Products

Display products, product lines, product features, and price lists.

See Siebel Order Management Guide and Siebel Order Management Guide Addendum for Communications

Quality

Manage information about adverse events or reactions related to products.

See Siebel Applications Administration Guide

Quotes

Create, view, and update quotes. Update opportunities and configure solutions for quotes.

See Siebel Order Management Guide and Siebel Order Management Guide Addendum for Communications

Service Requests

Create, display, and update customer requests for information about or assistance with products or services.

See Service Requests and Trouble Tickets in Siebel Communications.

SmartScripts

Define the application workflow for an interactive situation in a script. These interactive situations can include inbound communications (such as customer service) and outbound contacts (such as telemarketing).

See Siebel SmartScript Administration Guide

Solutions

Search, organize, and add to a knowledge base of answers to service requests and trouble tickets.

See Siebel Field Service Guide

Trouble Tickets

Create, display, and update customer requests for information about or assistance with products or services.

See Service Requests and Trouble Tickets in Siebel Communications.

Work Orders

Manage the work components associated with activating or turning off service for a customer.

See Work Orders in Siebel Communications.

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