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Siebel CRM Siebel Mobile Guide: Disconnected
Siebel Innovation Pack 2014 Rev. A
E52427-01
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What's New in Siebel Mobile Guide: Disconnected, Siebel Innovation Pack 2014

Table 1-2 lists the changes described in this version of the documentation to support this release of the software.


Note:

Siebel Innovation Pack 2014 is a continuation of the Siebel 8.1/8.2 release.

Table 1-2 New Product Features in Siebel Mobile Guide: Disconnected, Siebel Innovation Pack 2014

Topic Description

"Siebel Mobile Products"


Revised topic. The following Siebel CRM application is now supported for Siebel Innovation Pack 2014:

  • Siebel Mobile Connected Application for Siebel Finance

"MIT License"


New topic. The print invoice capability in the Siebel Mobile application for Siebel Service is built using third-party open source embedded javascript and uses MIT licensing.

"Customizing Siebel Mobile Disconnected Applications"


Revised topic. Siebel Mobile runs on jQuery 2.1 and no longer uses the jQuery Mobile 1.4.0 plug-in.

"Setting Up the Disconnected Mobile Synchronization Component Group"


New topic. Describes how to set up the Disconnected Mobile Synchronization component group (MobileSync) for Siebel Mobile disconnected applications. The purpose of this task is to support synchronization in disconnected mode.

"Setting Up Selective Retrieval for Siebel Mobile Disconnected Application Views"


New topic. Setting up selective retrieval for Siebel Mobile application views is a mandatory step for customers who want to restrict the number of views that will be downloaded to user devices and available to users in offline mode.

"Copying and Deleting Siebel Mobile Applications"


New topic. Describes how records are copied and deleted in Siebel Mobile.

"Troubleshooting Your Siebel Mobile Disconnected Application"


Revised topic. Describes how to troubleshoot problems related to the following:

  • Siebel Mobile applications in general.

  • Siebel Mobile disconnected application logging, including how to debug errors using the log console.

"Disabling Private Browsing"


New topic. Describes how to enable and disable private browsing in Safari on iPad. Private browsing must be disabled for Siebel Mobile.

"Setting Up Users for Siebel Mobile Disconnected Applications"


Revised topic. Describes how to set up users for Siebel Mobile disconnected applications.

"Adding Business Object Filters for Siebel Mobile Disconnected Application Users"


New topic. Business object filters are now supported by Siebel Mobile disconnected applications.

"Configuring Access to Views for Siebel Mobile Disconnected Applications"


New topic. Describes how to use the Siebel CRM Local Access Flag to control which views Siebel Mobile users can access when using Siebel Mobile disconnected applications.

"Limiting Access to Views by Modifying Responsibilities"


New topic. Describes how to limit the views that the Siebel Mobile disconnected application displays by modifying access to the view for a user responsibility.

"Limiting Access to Views for All Responsibilities Globally"


New topic. Describes how to limit the views that the Siebel Mobile disconnected application displays by modifying access to the view for all responsibilities globally that reference the view.

"Configuring Synchronization for Siebel Mobile Disconnected Applications"


New topic. You can enable full or incremental synchronization for Siebel Mobile disconnected applications by setting the Siebel Mobile Always Full Sync system preference accordingly as shown in the following procedures:

"Configuring Business Components for Full Synchronization Always"


New topic. Describes how to configure business components for full synchronization always where objects are fully synchronized even if incremental synchronization is enabled for the Siebel Mobile disconnected application.

"Configuring Batch Synchronization for Siebel Mobile Disconnected Applications"


New topic. Describes how to configure batch synchronization for Siebel Mobile disconnected applications.

"Setting Business Component Filters for Siebel Mobile Disconnected Applications"


Revised topic. Example business component filters, specific to the Siebel Mobile application for Siebel Pharma, are shown in this topic.

"Configuring Business Component Filters for Pop-up Applets"


New topic. Describes how to configure business component filters for pop-up applets.

"Constructing Business Object Filters for Siebel Mobile Disconnected Applications"


New topic. Describes how to construct business object filters for Siebel Mobile disconnected applications, including what syntax to use, how to set and remove business object filters, how to configure chained data extraction for business object filters, and how to apply filters during chained data extraction.

"Searching for Records in Siebel Mobile"


Revised topic. Describes how to search for records in Siebel Mobile applications. You can filter your search on different fields, including the date. To search for records in Siebel Mobile, you must configure a search control in Siebel Tools for each applet (form or list) where you want the Search bar to appear.

"Reviewing Notification Messages in Siebel Mobile"


Revised topic. Describes how to open, review, close and delete notification messages in Siebel Mobile applications, and how to modify the notification message text in Siebel CRM.

"Uploading a User Profile Image to Siebel Server"


New topic. Describes how to configure a user profile image for the Settings icon in Siebel Mobile applications.

"Configuring Notification Settings for Siebel Mobile"


New topic. Describes how to configure the preference settings for notification messages in Siebel Mobile applications.

"Enabling the Map Functionality for Siebel Mobile"


New topic. Before you can use the map functionality in Siebel Mobile applications, you must enable the map functionality first as described in this procedure.

"Scanning Barcodes from Siebel Mobile"


New topic. Describes how to scan barcodes from the Siebel Mobile application for Siebel Service.

"Integrating Siebel Mobile with Native Device Features"


New topic. Describes how to integrate Siebel Mobile with native device features.

"Siebel Mobile Application Logging"


New topic. Describes how to review log event messages and debug information for Siebel Mobile disconnected applications.

"Using the Home Page for Siebel Pharma"

"Viewing Call Planning Information"

"Scheduling Calls For Contacts and Accounts"


New topics. You can use the Siebel Pharma home page to schedule calls and view the call planning information for contacts and accounts.

"Adding Literature Information to a Call"


New topic. Describes how to add literature information to a call.

"Viewing Presentation Detail Information for a Call"


New topic. Describes how to view presentation detail information for a call.

"Modifying Attachment Information for an Account"


Revised topic. Describes how to associate attachments with individual account records, and how to view and update account attachments.

"Modifying Attachment Information for a Contact"


Revised topic. Describes how to associate attachments with individual contact records, and how to view and update contact attachments.

"Using the PCD Viewer in Siebel Mobile"


New topic. Describes how to use the PCD Viewer to deliver personalized content to customers, demonstrate information about products to customers, and obtain feedback from customers about product presentations.

"Printing Invoices Associated with an Activity"

"Printing Invoices Associated with a Service Request"

"Printing Invoices"


New topics. Printing invoices is supported in the Siebel Mobile application for Siebel Service.