Implementation Steps for the Connected Browser Functionality

Setting Up Sales for Handhelds Profile Options

Setting the following profile options is not mandatory:

Customizing Action Lists

Use lookups to customize the search choice list on the Dashboard page and the action selection list on other pages. Following are the lookup types and the related page.

Page Name Lookup Type
Appointment Details Page ASP_APT_DET_PG_NAV
Contact Landing Page ASP_CTLAND_PG_NAV
Contact: Phone/Email Pages ASP_CTPHEM_PG_NAV
Customer Landing Page ASP_CULAND_PG_NAV
Dashboard Quick Search ASP_HOME_QSEARH_TYPE
Opportunity Landing Page ASP_OPP_LAND_PG_NAV
Task Details Page ASP_TASK_DET_PG_NAV

Personalizing the User Interface

Oracle Sales for Handhelds allows administrators to personalize the user interface. Out of the box, some of the user interface elements such as tables, table columns, and record fields are hidden to optimize user experience for smaller handheld device screens. Administrators can change these settings to suit their business needs.

To personalize a page, access the application using Wireless Sales Administrator responsibility on a desktop browser. Personalization can not be done on the handheld device browsers.

The ability to personalize is controlled by the profile option Personalize Self-Service Defn. There are five levels of personalization:

For example, you can customize the user interface in the following ways: