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Siebel CRM Siebel Mobile Guide: Connected
Siebel Innovation Pack 2014 Rev. A
E52426-01
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List of Tables
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Preface
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Related Documents
Conventions
1
What's New in This Release
What's New in Siebel Mobile Guide: Connected, Siebel Innovation Pack 2014 Rev. A
What's New in Siebel Mobile Guide: Connected, Siebel Innovation Pack 2014
2
Overview of Siebel Mobile Applications
Siebel Mobile Products
About Siebel Mobile
Requirements for Using Siebel Mobile
System Requirements for Siebel Mobile
MIT License
Setting Up Left-Hand Navigation
3
Setting Up Siebel Mobile Connected Applications
Process of Setting Up Siebel Mobile Connected Applications
Requirements for Setting Up Siebel Mobile Connected Applications
Adding Object Managers for Siebel Mobile Connected Applications
Adding Virtual Directories for Siebel Mobile Connected Applications
Siebel Application Object Manager Parameters for Siebel Mobile Connected Applications
Enabling the Handheld Component Groups for Siebel Mobile Connected Applications
Assigning Responsibilities to Siebel Mobile Connected Application Users
Customizing Siebel Mobile Connected Applications
Copying and Deleting Siebel Mobile Applications
Troubleshooting Your Siebel Mobile Connected Application
Enabling JavaScript for Safari
Disabling Private Browsing
Clearing the Browser Cache
Checking the Browser Cache Size
4
Getting Started with Siebel Mobile Connected Applications
Logging In to Siebel Mobile Applications
Navigating Siebel Mobile Applications User Interface
Application Banner
Left Pane
Right Pane
Navigating Siebel Mobile Applications in Landscape Mode
Navigating Siebel Mobile Applications in Portrait Mode
Selecting Fields, Drop-Down Lists, and Records
Inline Editing
Check Boxes
Data Display
Managing Records in Siebel Mobile
Creating Records in Siebel Mobile
Linking Records to Your Selected Record
Searching for Records in Siebel Mobile
Modifying Records in Siebel Mobile
Deleting Records in Siebel Mobile
About the Cogwheel Icon in Siebel Mobile
Reviewing Record Summary Information
Displaying the Total Number of Records
Creating Bookmarks in Siebel Mobile
Formatting the Columns to Display in the List View
Reviewing Notification Messages in Siebel Mobile
Modifying Notification Messages
Configuring Application Settings for Siebel Mobile
Uploading a User Profile Image to Siebel Server
Configuring Application Behavior Settings for Siebel Mobile
Configuring Notification Settings for Siebel Mobile
Displaying Location Details in Siebel Mobile
Enabling the Map Functionality for Siebel Mobile
Displaying Route Details Using the Pin Icon
Running Predefined Queries in Siebel Mobile
Scanning Barcodes from Siebel Mobile
Searching for Records by Scanning Barcode Data
Using Attachments in Siebel Mobile
Starting an External Application from Siebel Mobile
Printing from Siebel Mobile Applications
Integrating Siebel Mobile with Native Device Features
Overview of Siebel Mobile Integration with Native Device Features
Downloading and Installing the Siebel Mobile Application Container (Siebel App)
Using the Siebel Mobile Archive MAA File (Administrator Task)
Setting Up the Host Server for Siebel Mobile
Configuring the Siebel Mobile Application Container (Siebel App) on an iOS Device
Clearing the Application Cache for Applications Using the Siebel App
Enabling Oracle Policy Automation for Applications Using the Siebel App
Resetting the Siebel Server or Host Server
Managing Attachment Downloads Using the Siebel App
Configuring the Privacy Settings for Native Device Feature
Logging Out of Siebel Mobile
5
Using the Siebel Mobile Connected Application for Siebel Pharma
Using the Home Page for Siebel Pharma
Viewing Call Planning Information
Scheduling Calls For Contacts and Accounts
Managing Calls for Siebel Pharma
Displaying Call Details
Modifying Call Information
Modifying Attendee Information for a Call
Modifying Promotional Items for a Call
Modifying Samples for a Call
Modifying Product Details for a Call
Viewing the Validation Results for a Call
Adding Literature Information to a Call
Viewing Presentation Detail Information for a Call
Capturing the Electronic Signature for a Call
Submitting a Call for Processing
Managing Accounts for Siebel Pharma
Displaying Account Details
Modifying Account Information
Modifying Contact Information for an Account
Modifying Call Information for an Account
Modifying Address Information for an Account
Modifying Contact Affiliation Information for an Account
Modifying Account Relationship Information for an Account
Modifying Attachment Information for an Account
Managing Contacts for Siebel Pharma
Displaying Contact Details
Modifying Contact Information
Modifying Call Information for a Contact
Modifying Address Information for a Contact
Modifying Best Time Information for a Contact
Modifying State License Information for a Contact
Modifying Account Affiliation Information for a Contact
Modifying Contact Relationship Information for a Contact
Modifying Attachment Information for a Contact
Using the PCD Viewer in Siebel Mobile
Creating Literature Records in Siebel CRM
Associating Literature with Messaging Plans in Siebel CRM
Defining Access to, Releasing, and Revising Messaging Plans in Siebel CRM
PCD Viewer APIs
Setting the Server Uncompression Location
Showing Presentations in Siebel Mobile
Recording Responses to Presentations in Siebel Mobile
Task Flows for Siebel Pharma
Planning and Preparing for Customer Calls
Conducting Customer Calls
6
Using the Siebel Mobile Connected Application for Siebel Consumer Goods
Managing Calls for Siebel Consumer Goods
Viewing Call Information in the Calendar
Displaying Call Details
Modifying Call Information
Modifying Call Item Information for a Call
Modifying Retail Audit Information for a Call
Modifying Merchandising Audit Information for a Call
Modifying Order Information for a Call
Modifying Note Information for a Call
Modifying Assessment Information for a Call
Starting a Call
Ending a Call
Managing Contacts for Siebel Consumer Goods
Displaying Contact Details
Modifying Contact Information
Modifying Address Information for a Contact
Modifying Best Time Information for a Contact
Managing Accounts for Siebel Consumer Goods
Displaying Account Details
Modifying Account Information
Modifying Contact Information for an Account
Modifying Address Information for an Account
Modifying Product Distribution Information for an Account
Modifying Call Information for an Account
Modifying Note Information for an Account
Modifying Order Information for an Account
Modifying Retail Audit Information for an Account
Managing Routes for Siebel Consumer Goods
Displaying Route Details
Modifying Route Information
Modifying Route Account Information for a Route
Managing Orders for Siebel Consumer Goods
Displaying Order Details
Modifying Order Information
Modifying Line Item Information for an Order
Managing Return Orders for Siebel Consumer Goods
Displaying Return Order Details
Modifying Return Order Information
Modifying Line Item Information for a Return Order
Tasks Flows for Siebel Consumer Goods
Performing Daily Tasks for Siebel Consumer Goods
Performing Supplemental Tasks for Siebel Consumer Goods
7
Using the Siebel Mobile Connected Application for Siebel Sales
Managing Accounts for Siebel Sales
Displaying Account Details
Modifying Account Information
Modifying Contact Information for an Account
Modifying Opportunity Information for an Account
Modifying Address Information for an Account
Modifying Activity Information for an Account
Modifying Account Team Information for an Account
Managing Contacts for Siebel Sales
Displaying Contact Details
Modifying Contact Information
Modifying Opportunity Information for a Contact
Modifying Contact Team Information for a Contact
Modifying Address Information for a Contact
Managing Leads for Siebel Sales
Displaying Lead Details
Modifying Lead Information
Modifying Opportunity Information for a Lead
Converting a Lead to an Opportunity
Managing Opportunities for Siebel Sales
Displaying Opportunity Details
Modifying Opportunity Information
Modifying Contact Information for an Opportunity
Modifying Product Information for an Opportunity
Modifying Quote Information for an Opportunity
Creating a Quote Using the Auto Quote Link
Modifying Activity Information for an Opportunity
Modifying Opportunity Team Information for an Opportunity
Managing Quotes for Siebel Sales
Displaying Quote Details
Modifying Quote Information
Modifying Line Item Information for a Quote
Modifying Order Information for a Quote
Creating an Order Using the Auto Order Link
Modifying Quote Team Information for a Quote
Managing Orders for Siebel Sales
Displaying Order Details
Modifying Order Information
Modifying Line Item Information for an Order
Managing Activities for Siebel Sales
Displaying Activity Details
Modifying Activity Information
Modifying Contact Information for an Activity
Modifying Employee Information for an Activity
8
Using the Siebel Mobile Connected Application for Siebel Service
Managing Activities for Siebel Service
Displaying Activity Details
Modifying Activity Information
Modifying Contact Information for an Activity
Verifying and Ordering Parts and Tools for an Activity
Viewing Instruction Information for an Activity
Viewing Step Information for an Activity
Recording Step Completion for an Activity
Modifying Part Tracker Information for an Activity
Removing a Serialized Part
Installing a Replacement Serialized Part
Modifying Activity Parts by Scanning Barcode Data
Modifying Time Tracker Information for an Activity
Modifying Expense Tracker Information for an Activity
Creating Invoices from Activities Using the Auto Invoice Link
Capturing the Electronic Signature for an Invoice
Viewing Invoice Information for an Activity
Printing Invoices Associated with an Activity
Managing Service Requests for Siebel Service
Displaying Service Request Details
Modifying Service Request Information
Modifying Order Information for a Service Request
Modifying Activity Information for a Service Request
Creating Invoices from Service Requests Using the Auto Invoice Link
Viewing Invoice Information for a Service Request
Printing Invoices Associated with a Service Request
Managing Accounts for Siebel Service
Displaying Account Details
Viewing Contact Information for an Account
Modifying Service Request Information for an Account
Viewing Asset Information for an Account
Viewing Entitlement Information for an Account
Managing Parts for Siebel Service
Displaying Part Details
Viewing Availability Information for a Part
Viewing Substitute Information for a Part
Managing Orders for Siebel Service
Displaying Order Details
Modifying Order Information
Modifying Line Item Information for an Order
Managing Invoices for Siebel Service
Displaying Invoice Details
Viewing Line Item Information for an Invoice
Printing Invoices
Managing Assets for Siebel Service
Displaying Asset Details
Viewing Measurement Information for an Asset
Capturing a Reading for an Asset
Viewing Warranty Information for an Asset
Viewing Entitlement Information for an Asset
Managing Shifts for Siebel Service
Displaying Shift Details
Starting and Ending a Shift
Starting and Ending a Break
Starting or Ending a Period of Unavailability
Tasks Flows for Siebel Service
Starting the Day
Preparing for Customer Visits
Performing Activities for Customer Visits
Closing Customer Visits
Performing Miscellaneous Tasks for Siebel Service
9
Using the Siebel Mobile Connected Application for Siebel Finance
Using the Home Page for Siebel Finance
Scheduling and Viewing Activities on the Home Page
Accessing New Records From the Home Page
Reviewing Charts on the Home Page
Reviewing Opportunities From the Home Page
Managing Accounts for Siebel Finance
Displaying Account Details
Performing Needs Analysis for Accounts
Modifying Account Information
Modifying Contact Information for an Account
Modifying Opportunity Information for an Account
Modifying Address Information for an Account
Modifying Activity Information for an Account
Modifying Account Team Information for an Account
Viewing Financial Account Information for an Account
Managing Contacts for Siebel Finance
Displaying Contact Details
Performing Needs Analysis for Contacts
Modifying Contact Information
Modifying Opportunity Information for a Contact
Modifying Contact Team Information for a Contact
Modifying Address Information for a Contact
Viewing Financial Account Information for a Contact
Modifying Note Information for a Contact
Modifying Activity Information for a Contact
Managing Financial Applications for Siebel Finance
Displaying Financial Application Details
Managing Opportunities for Siebel Finance
Displaying Opportunity Details
Modifying Opportunity Information
Modifying Contact Information for an Opportunity
Modifying Product Information for an Opportunity
Modifying Quote Information for an Opportunity
Modifying Activity Information for an Opportunity
Modifying Opportunity Team Information for an Opportunity
Managing Households for Siebel Finance
Displaying Household Details
Modifying Household Information
Modifying Contact Information for a Household
Viewing Note Information for a Household
Viewing Activity Information for a Household
Viewing Opportunity Information for a Household
Viewing Financial Account Information for a Household
Modifying Address Information for a Household
Managing Financial Accounts for Siebel Finance
Displaying Financial Account Details
Modifying Service Request Information for a Financial Account
Viewing Balance History Information for a Financial Account
Viewing Transaction Detail Information for a Financial Account
Managing Activities for Siebel Finance
Displaying Activity Details
Modifying Activity Information
Modifying Contact Information for an Activity
Modifying Employee Information for an Activity
Managing Leads for Siebel Finance
Displaying Lead Details
Modifying Lead Information
Modifying Opportunity Information for a Lead
Converting a Lead to an Opportunity
Managing Service Requests for Siebel Finance
Displaying Service Request Details
Modifying Service Request Information
Modifying Order Information for a Service Request
Modifying Activity Information for a Service Request
Index