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Siebel CRM Siebel Mobile Guide: Connected
Siebel Innovation Pack 2014 Rev. A
E52426-01
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A

account affiliations, modifying for contacts in Siebel Pharma, 5.4.7
account records, attaching files and URLS to, 5.3.8
account relationships, modifying for accounts in Siebel Pharma, 5.3.7
account teams
modifying for accounts in Siebel Finance, 9.2.8
modifying for accounts in Siebel Sales, 7.1.7
accounts
displaying details for in Siebel Consumer Goods, 6.3.1
displaying details for in Siebel Finance, 9.2.1
displaying details for in Siebel Pharma, 5.3.1
displaying details for in Siebel Sales, 7.1.1
displaying details for in Siebel Service, 8.3.1
displaying needs analysis for, 9.2.2
managing for Siebel Consumer Goods, 6.3
managing for Siebel Finance, 9.2
managing for Siebel Pharma, 5.3
managing for Siebel Sales, 7.1
managing for Siebel Service, 8.3
modifying information for in Siebel Consumer Goods, 6.3.2
modifying information for in Siebel Finance, 9.2.3
modifying information for in Siebel Pharma, 5.3.2
modifying information for in Siebel Sales, 7.1.2
activities
displaying details for in Siebel Finance, 9.8.1
displaying details for in Siebel Sales, 7.7.1
displaying details for in Siebel Service, 8.1.1
managing for Siebel Finance, 9.8
managing for Siebel Sales, 7.7
managing for Siebel Service, 8.1
modifying for accounts in Siebel Finance, 9.2.7
modifying for accounts in Siebel Sales, 7.1.6
modifying for contacts in Siebel Finance, 9.3.9
modifying for opportunities in Siebel Finance, 9.5.6
modifying for opportunities in Siebel Sales, 7.4.7
modifying for service requests in Siebel Finance, 9.10.4
modifying for service requests in Siebel Service, 8.2.4
modifying information for in Siebel Finance, 9.8.2
modifying information for in Siebel Sales, 7.7.2
modifying information for in Siebel Service, 8.1.2
scheduling and viewing from the home page, 9.1.1
viewing for households in Siebel Finance, 9.6.5
activity parts
modifying by scanning barcode data in Siebel Service, 8.1.11
addresses
modifying for accounts in Siebel Consumer Goods, 6.3.4
modifying for accounts in Siebel Finance, 9.2.6
modifying for accounts in Siebel Pharma, 5.3.5
modifying for accounts in Siebel Sales, 7.1.5
modifying for contacts in Siebel Consumer Goods, 6.2.3
modifying for contacts in Siebel Finance, 9.3.6
modifying for contacts in Siebel Pharma, 5.4.4
modifying for contacts in Siebel Sales, 7.2.5
modifying for households in Siebel Finance, 9.6.8
application setup, process for Siebel Mobile applications, 3.1
assessments
modifying for calls in Siebel Consumer Goods, 6.1.9
assets
displaying details for in Siebel Service, 8.7.1
managing for Siebel Service, 8.7
viewing for accounts in Siebel Service, 8.3.4
attachment information
modifying for accounts in Siebel Pharma, 5.3.8
modifying for contacts in Siebel Pharma, 5.4.9
attachments
managing the download of, 4.12.9
using, 4.9
attendees, modifying for calls in Siebel Pharma, 5.2.3
availability, viewing for parts in Siebel Service, 8.4.2

B

balance history, viewing for financial accounts in Siebel Finance, 9.7.3
barcode data, scanning for activity parts in Siebel Service, 8.1.11
barcode data, using to search for records in Siebel Mobile, 4.8.1
best times
modifying for contacts in Siebel Consumer Goods, 6.2.4
modifying for contacts in Siebel Pharma, 5.4.5
browser cache
checking size, 3.10.4
clearing, 3.10.3
Button Tablet navigation control, setting, 4.5.2

C

call electronic signature, capturing in Siebel Pharma, 5.2.10
call items, modifying for calls in Siebel Consumer Goods, 6.1.4
calls
displaying details for in Siebel Consumer Goods, 6.1.2
displaying details for in Siebel Pharma, 5.2.1
ending in Siebel Consumer Goods, 6.1.11
managing for Siebel Consumer Goods, 6.1
managing for Siebel Pharma, 5.2
modifying for accounts in Siebel Consumer Goods, 6.3.6
modifying for accounts in Siebel Pharma, 5.3.4
modifying for contacts in Siebel Pharma, 5.4.3
modifying information for in Siebel Consumer Goods, 6.1.3
modifying information for in Siebel Pharma, 5.2.2
scheduling from the Siebel Pharma home page, 5.1.2
starting in Siebel Consumer Goods, 6.1.10
submitting for processing in Siebel Pharma, 5.2.11
viewing from the Siebel Consumer Goods home page, 6.1.1
viewing from the Siebel Pharma home page, 5.1.1
check boxes, customizing, 4.2.8
checking the browser cache size, 3.10.4
clearing the browser cache, 3.10.3
cogwheel icon, in mobile applications, 4.3.6
contact affiliations, modifying for accounts in Siebel Pharma, 5.3.6
contact records, attaching files and URLS to, 5.4.9
contact relationships, modifying for contacts in Siebel Pharma, 5.4.8
contact teams
modifying for contacts in Siebel Finance, 9.3.5
modifying for contacts in Siebel Sales, 7.2.4
contacts
displaying details for in Siebel Consumer Goods, 6.2.1
displaying details for in Siebel Finance, 9.3.1
displaying details for in Siebel Pharma, 5.4.1
displaying details for in Siebel Sales, 7.2.1
displaying needs analysis for, 9.3.2
managing for Siebel Consumer Goods, 6.2
managing for Siebel Finance, 9.3
managing for Siebel Pharma, 5.4
managing for Siebel Sales, 7.2
modifying for accounts in Siebel Consumer Goods, 6.3.3
modifying for accounts in Siebel Finance, 9.2.4
modifying for accounts in Siebel Pharma, 5.3.3
modifying for accounts in Siebel Sales, 7.1.3
modifying for activities in Siebel Finance, 9.8.3
modifying for activities in Siebel Sales, 7.7.3
modifying for activities in Siebel Service, 8.1.3
modifying for households in Siebel Finance, 9.6.3
modifying for opportunities in Siebel Finance, 9.5.3
modifying for opportunities in Siebel Sales, 7.4.3
modifying information for in Siebel Consumer Goods, 6.2.2
modifying information for in Siebel Finance, 9.3.3
modifying information for in Siebel Pharma, 5.4.2
modifying information for in Siebel Sales, 7.2.2
viewing for accounts in Siebel Service, 8.3.2
copying Siebel Mobile applications, 3.9
customer calls
conducting in Siebel Pharma, 5.6.2
planning and preparing for in Siebel Pharma, 5.6.1
customer visits
closing in Siebel Service, 8.9.4
performing activities for in Siebel Service, 8.9.3
performing miscellaneous tasks for in Siebel Service, 8.9.5
preparing for in Siebel Service, 8.9.2

D

deleting Siebel Mobile applications, 3.9
disabling private browsing, 3.10.2
displaying location details
about, 4.6
using Pin icon in list view, 4.6.2
drop-down lists, selecting, 4.2.6

E

electronic signatures
capturing for calls, 5.2.10
capturing for invoices, 8.1.15
employees
modifying for activities in Siebel Finance, 9.8.4
modifying for activities in Siebel Sales, 7.7.4
enabling private browsing, 3.10.2
entitlements
viewing for accounts in Siebel Service, 8.3.5
viewing for assets in Siebel Service, 8.7.5
expense tracker, modifying for activities in Siebel Service, 8.1.13
external applications, starting from a mobile application, 4.10

F

fields, selecting, 4.2.6
financial accounts
displaying details for in Siebel Finance, 9.7.1
managing for Siebel Finance, 9.7
viewing for accounts in Siebel Finance, 9.2.9
viewing for contacts in Siebel Finance, 9.3.7
viewing for households in Siebel Finance, 9.6.7
financial applications
displaying details for in Siebel Finance, 9.4.1
managing for Siebel Finance, 9.4

H

handheld component groups, enabling for Siebel Mobile applications, 3.6
home page
accessing new records from, 9.1.2
reviewing charts on, 9.1.3
reviewing opportunities from, 9.1.4
scheduling and viewing activities on, 9.1.1
scheduling Siebel Pharma calls on, 5.1.2
using for Siebel Finance, 9.1
using for Siebel Pharma, 5.1
viewing calls on, 6.1.1
viewing Siebel Pharma calls on, 5.1.1
host server, resetting for Siebel Mobile, 4.12.8
host server, setup for Siebel Mobile, 4.12.4
households
displaying details for in Siebel Finance, 9.6.1
managing for Siebel Finance, 9.6
modifying information for in Siebel Finance, 9.6.2

I

inline editing, 4.2.7
instructions, viewing for activities in Siebel Service, 8.1.5
invoice electronic signature, capturing in Siebel Service, 8.1.15
invoices
creating from a service request using the Auto Invoice link (Siebel Service), 8.2.5
creating from activity using the Auto Invoice link (Siebel Service), 8.1.14
displaying details for in Siebel Service, 8.6.1
managing for Siebel Service, 8.6
printing, 8.6.3
printing activity, 8.1.17
printing for a service request, 8.2.7
viewing for activities in Siebel Service, 8.1.16
viewing for service requests in Siebel Service, 8.2.6

J

JavaScript, enabling for Safari, 3.10.1

L

Launchpad Tablet navigation control, setting, 4.5.2
leads
converting to opportunities (Siebel Finance), 9.9.4
converting to opportunities (Siebel Sales), 7.3.4
displaying details for in Siebel Finance, 9.9.1
displaying details for in Siebel Sales, 7.3.1
managing for Siebel Finance, 9.9
managing for Siebel Sales, 7.3
modifying information for in Siebel Finance, 9.9.2
modifying information for in Siebel Sales, 7.3.2
line items
modifying for orders in Siebel Consumer Goods, 6.5.3
modifying for orders in Siebel Sales, 7.6.3
modifying for orders in Siebel Service, 8.5.3
modifying for quotes in Siebel Sales, 7.5.3
modifying for return orders in Siebel Consumer Goods, 6.6.3
viewing for invoices in Siebel Service, 8.6.2
linking records to your selected record, 4.3.2
lists, displaying data in, 4.2.9
literature, adding to calls in Siebel Pharma, 5.2.8
location details
about displaying, 4.6
displaying using Pin icon in list view, 4.6.2
logging in to mobile applications, 4.1
logging out of mobile applications, 4.13

M

managing records in mobile applications
bookmarking information, 4.3.9
columns display, formatting, 4.3.10
creating records, 4.3.1
deleting records, 4.3.5
linking records to your selected record, 4.3.2
modifying records, 4.3.4
record summary information, reviewing, 4.3.7
searching for records, 4.3.3
measurements, viewing for assets in Siebel Service, 8.7.2
merchandising audits, modifying for calls in Siebel Consumer Goods, 6.1.6
messages, reviewing notifications, 4.4
MIT license, for printing invoices in Siebel Service, 2.5
mobile application cache, clearing on iOS device, 4.12.6

N

native device features
integrating with Siebel Mobile app, 4.12
navigating mobile applications
in landscape mode, 4.2.4
in portrait mode, 4.2.5
user interface, 4.2
navigation control, setting, 4.5.2
New File link
using to attach files to account records, 5.3.8
using to attach files to contact records, 5.4.9
New URL link
using to attach URLs to account records, 5.3.8
using to attach URLs to contact records, 5.4.9
notes
modifying for accounts in Siebel Consumer Goods, 6.3.7
modifying for calls in Siebel Consumer Goods, 6.1.8
modifying for contacts in Siebel Finance, 9.3.8
viewing for households in Siebel Finance, 9.6.4
notification
messages, reviewing, 4.4
settings, configuring for client, 4.5.3

O

object managers, adding for Siebel Mobile applications, 3.3
opportunities
converting leads to (Siebel Finance), 9.9.4
converting leads to (Siebel Sales), 7.3.4
displaying details for in Siebel Finance, 9.5.1
displaying details for in Siebel Sales, 7.4.1
managing for Siebel Finance, 9.5
managing for Siebel Sales, 7.4
modifying for accounts in Siebel Finance, 9.2.5
modifying for accounts in Siebel Sales, 7.1.4
modifying for contacts in Siebel Finance, 9.3.4
modifying for contacts in Siebel Sales, 7.2.3
modifying for leads in Siebel Finance, 9.9.3
modifying for leads in Siebel Sales, 7.3.3
modifying information for in Siebel Finance, 9.5.2
modifying information for in Siebel Sales, 7.4.2
reviewing from the home page, 9.1.4
viewing for households in Siebel Finance, 9.6.6
opportunity teams
modifying for opportunities in Siebel Finance, 9.5.7
modifying for opportunities in Siebel Sales, 7.4.8
Oracle Policy Automation, enabling for Siebel Mobile, 4.12.7
orders
creating using the Auto Order link (Siebel Sales), 7.5.5
displaying details for in Siebel Consumer Goods, 6.5.1
displaying details for in Siebel Sales, 7.6.1
displaying details for in Siebel Service, 8.5.1
managing for Siebel Consumer Goods, 6.5
managing for Siebel Sales, 7.6
managing for Siebel Service, 8.5
modifying for accounts in Siebel Consumer Goods, 6.3.8
modifying for calls in Siebel Consumer Goods, 6.1.7
modifying for quotes in Siebel Sales, 7.5.4
modifying for service requests in Siebel Finance, 9.10.3
modifying for service requests in Siebel Service, 8.2.3
modifying information for in Siebel Consumer Goods, 6.5.2
modifying information for in Siebel Sales, 7.6.2
modifying information for in Siebel Service, 8.5.2

P

part tracker, modifying for activities in Siebel Service, 8.1.8
parts
displaying details for in Siebel Service, 8.4.1
managing for Siebel Service, 8.4
parts and tools, verifying and ordering for activities in Siebel Service, 8.1.4
PCD Viewer
about using, 5.5
APIs, 5.5.4
recording responses to presentations using, 5.5.7
showing presentations using, 5.5.6
PCD Viewer, prerequisites for using
attaching messaging plan items to messaging plans in Siebel CRM, 5.5.2
creating messaging plan items in Siebel CRM, 5.5.1
defining access to, releasing, and revising messaging plans in Siebel CRM, 5.5.3
setting the Server Uncompression Location system preference, 5.5.5
predefined queries, accessing, 4.7
presentation detail, viewing for calls in Siebel Pharma, 5.2.9
presentations
recording responses to, 5.5.7
showing during calls, 5.5.6
printing
activity invoices, 8.1.17
invoices, 8.6.3
service request invoices, 8.2.7
printing, from mobile applications, 4.11
privacy settings, configuring for native device features, 4.12.10
private browsing, disabling, 3.10.2
process, for setting up Siebel Mobile applications, 3.1
product details, modifying for calls in Siebel Pharma, 5.2.6
product distributions, modifying for accounts in Siebel Consumer Goods, 6.3.5
products
modifying for opportunities in Siebel Finance, 9.5.4
modifying for opportunities in Siebel Sales, 7.4.4
promotional items, modifying for calls in Siebel Pharma, 5.2.4

Q

quote teams, modifying for quotes in Siebel Sales, 7.5.6
quotes
creating using the Auto Quote link (Siebel Sales), 7.4.6
displaying details for in Siebel Sales, 7.5.1
managing for Siebel Sales, 7.5
modifying for opportunities in Siebel Finance, 9.5.5
modifying for opportunities in Siebel Sales, 7.4.5
modifying information for in Siebel Sales, 7.5.2

R

recording responses to presentations, 5.5.7
records
searching for by scanning barcode data, 4.8.1
searching for in Siebel Mobile, 4.3.3
selecting, 4.2.6
responsibilities, assigning to Siebel Mobile application users, 3.7
retail audits
modifying for accounts in Siebel Consumer Goods, 6.3.9
modifying for calls in Siebel Consumer Goods, 6.1.5
return orders
displaying details for in Siebel Consumer Goods, 6.6.1
managing for Siebel Consumer Goods, 6.6
modifying information for in Siebel Consumer Goods, 6.6.2
reviewing notifications, 4.4
route accounts, modifying for routes in Siebel Consumer Goods, 6.4.3
routes
displaying details for in Siebel Consumer Goods, 6.4.1
managing for Siebel Consumer Goods, 6.4
modifying information for in Siebel Consumer Goods, 6.4.2

S

samples, modifying for calls in Siebel Pharma, 5.2.5
searching
for records by scanning barcode data, 4.8.1
for records in Siebel Mobile, 4.3.3
serialized parts
installing replacement in Siebel Service, 8.1.10
removing in Siebel Service, 8.1.9
service requests
displaying details for in Siebel Finance, 9.10.1
displaying details for in Siebel Service, 8.2.1
managing for Siebel Finance, 9.10
managing for Siebel Service, 8.2
modifying for accounts in Siebel Service, 8.3.3
modifying for financial accounts in Siebel Finance, 9.7.2
modifying information for in Siebel Finance, 9.10.2
modifying information for in Siebel Service, 8.2.2
setting up Siebel Mobile connected applications, 3.1
settings
configuring notification, 4.5.3
configuring Siebel Mobile application, 4.5
configuring Siebel Mobile behavior, 4.5.2
setup requirements, for Siebel Mobile, 3.2
shift breaks
starting and ending in Siebel Service, 8.8.3
shift details, displaying in Siebel Service, 8.8.1
shift POUs, starting or ending in Siebel Service, 8.8.4
shifts
managing for Siebel Service, 8.8
starting and ending in Siebel Service, 8.8.2
showing presentations during calls, 5.5.6
Siebel app
clearing the application cache, 4.12.6
configuring on iOS device, 4.12.5
enabling OPA for mobile applications using, 4.12.7
Siebel Application Object Manager parameters, setting for Siebel Mobile applications, 3.5
Siebel Mobile
host server setup for, 4.12.4
resetting host server application list for, 4.12.8
Siebel Mobile app
customizing, 4.12.3
downloading and installing, 4.12.2
integrating with native device features, 4.12
Siebel Mobile Application Container (Siebel app)
configuring on iOS device, 4.12.5
Siebel Mobile application for Siebel Consumer Goods
managing accounts for, 6.3
managing calls for, 6.1
managing contacts for, 6.2
managing orders for, 6.5
managing return orders for, 6.6
managing routes for, 6.4
performing daily tasks in, 6.7.1
performing supplemental tasks in, 6.7.2
task flows for, 6.7
Siebel Mobile application for Siebel Finance
managing accounts for, 9.2
managing activities for, 9.8
managing contacts for, 9.3
managing financial accounts for, 9.7
managing financial applications for, 9.4
managing households for, 9.6
managing leads for, 9.9
managing opportunities for, 9.5
managing service requests for, 9.10
using the home page for, 9.1
Siebel Mobile application for Siebel Pharma
conducting customer calls, 5.6.2
managing accounts for, 5.3
managing calls for, 5.2
managing contacts for, 5.4
planning and preparing for customer calls, 5.6.1
task flows for, 5.6
using the home page for, 5.1
Siebel Mobile application for Siebel Sales
managing accounts for, 7.1
managing activities for, 7.7
managing contacts for, 7.2
managing leads for, 7.3
managing opportunities for, 7.4
managing orders for, 7.6
managing quotes for, 7.5
Siebel Mobile application for Siebel Service
closing customer visits, 8.9.4
managing accounts for, 8.3
managing activities for, 8.1
managing assets for, 8.7
managing invoices for, 8.6
managing orders for, 8.5
managing parts for, 8.4
managing service requests for, 8.2
managing shifts for, 8.8
performing activities for customer visits, 8.9.3
performing miscellaneous tasks for, 8.9.5
preparing for customer visits, 8.9.2
starting the day, 8.9.1
task flows for, 8.9
Siebel Mobile application records
creating, 4.3.1
deleting, 4.3.5
displaying the total number of, 4.3.8
formatting the column display in the list view for, 4.3.10
linking, 4.3.2
managing, 4.3
modifying, 4.3.4
reviewing summary information for, 4.3.7
searching for, 4.3.3
Siebel Mobile application settings
about, 4.5
behavior settings, configuring, 4.5.2
notification settings, configuring, 4.5.3
Settings icon, user profile image, 4.5.1
Siebel Mobile application users
assigning responsibilities to, 3.7
Siebel Mobile applications
about, 2.2
about displaying data in, 4.2.9
about inline editing, 4.2.7
about the cogwheel icon, 4.3.6
accessing predefined queries, 4.7
adding object managers for, 3.3
adding virtual directories for, 3.4
check boxes, customizing, 4.2.8
configuring client settings for, 4.5
creating bookmarks in, 4.3.9
customizing, 3.8
displaying location details, 4.6
enabling the handheld component groups for, 3.6
logging in to, 4.1
logging out of, 4.13
managing records, 4.3
MIT licensing for printing invoices in Siebel Service, 2.5
navigating the UI, 4.2
navigating, in landscape mode, 4.2.4
navigating, in portrait mode, 4.2.5
navigation control, setting, 4.5.2
notifications, reviewing, 4.4
PCD Viewer, about using, 5.5
printing from, 4.11
requirements for setting up, 3.2
requirements for using, 2.3
selecting fields, drop-down lists, and records, 4.2.6
setting Siebel Application Object Manager parameters for, 3.5
setting the UI theme, 4.5.2
starting external applications from, 4.10
system requirements, 2.4
troubleshooting, 3.10
using attachments in, 4.9
view transition, setting, 4.5.2
Siebel Mobile archive MAA file, 4.12.3
Siebel Mobile connected applications, set up process, 3.1
starting the day, in Siebel Service, 8.9.1
state licenses, modifying for contacts in Siebel Pharma, 5.4.6
steps
recording completion of for activities in Siebel Service, 8.1.7
viewing for activities in Siebel Service, 8.1.6
substitutes, viewing for parts in Siebel Service, 8.4.3

T

tables, displaying data in, 4.2.9
tasks
flows in Siebel Consumer Goods, 6.7
flows in Siebel Pharma, 5.6
flows in Siebel Service, 8.9
performing daily in Siebel Consumer Goods, 6.7.1
performing supplemental in Siebel Consumer Goods, 6.7.2
tiles, displaying data in, 4.2.9
time tracker, modifying for activities in Siebel Service, 8.1.12
transactions, viewing for financial accounts in Siebel Finance, 9.7.4
troubleshooting your mobile application, 3.10

U

UI theme, setting for mobile applications, 4.5.2

V

validation results, viewing for calls in Siebel Pharma, 5.2.7
view transition, setting for mobile applications, 4.5.2
virtual directories, adding for mobile applications, 3.4

W

warranties, viewing for assets in Siebel Service, 8.7.4
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