Index

A B C D E F G H I K L M N O P Q R S T U V W

A

About Record feature

about, 6.13

and merging records, 6.13.1

Accessible Rich Internet Applications, about keyboard navigation in, A.7

Action Pane, about, 3.8

activities

about defaults for, 11.5

about defaults for recurring, 11.6

about viewing, 11.4

adding contacts to, 11.20

adding employees to, 11.20

adding in the To Do list, 11.16

adding participants to, 11.20

adding to calendar, 11.12

changing, 11.18

changing recurring to nonrecurring, 11.14

clearing Alarm check box in, 11.7

creating recurring in calendar, 11.14

deleting from calendar, 11.13

deleting recurring in calendar, 11.15

reassigning, 11.22

removing employees and contacts from, 11.21

removing participants from, 11.21

rescheduling by changing date fields, 11.19

rescheduling by stretching, 11.19

rescheduling by using drag-and-drop, 11.19

saving recurring, 11.18

selecting Repeat Frequency field value in, 11.7

Start field and End field in, 11.7

viewing in Daily, Weekly, and Monthly format, 11.11

advanced sorting, performing in lists, 6.22

application management, keyboard shortcuts for, 14.3

application toolbar

See toolbar, 3.6

application window

about elements of, 3.1

application toolbar for, 3.6

application-level menu in, 3.5

branding area in, 3.4

screen tabs in, 3.9

Site Map for, 3.7

subviews in, 3.15.3

view tabs in, 3.15.2

application-level menu

about, 3.5

using to create records, 6.1

using to delete records, 6.8

Apply Target List button, described, 3.6

attachments

adding files to records, 6.19

adding URLs to records, 6.20

B

bookmarks, adding to email or documents, 10.4

branding area, about, 3.4

browser

using features for, 2.3

C

calculator

about, 4.9

button for, 4.8

calculator control, keyboard shortcuts for, 14.12

calendar

about, 11.1

adding activities in the To Do list, 11.16

adding activities to, 11.12

changing length of day for, 13.16.1

changing recurring activities in, 11.14

changing the time zone in, 11.23

creating recurring activities in, 11.14

customizing aspects of, 13.16

deleting activities from, 11.13

deleting recurring activities in, 11.15

formats in, 11.2

granting others access to, 11.24

saving recurring activities in, 11.18

setting up another user’s calendar as your default, 13.16.5

setting up default activity duration in, 13.16.2

setting up default formats for, 13.16.4

viewing activities in, 11.11

viewing calendars of others, 11.25

viewing To Do list in, 11.1

views for, 11.3

calendar control

about, 4.10

calendar select button for, 4.10

keyboard shortcuts for, 14.11

calendar select button

about using, 4.8

calendar control and, 4.8

case and accent insensitive queries, 7.1.2

charts, about, 3.14

check boxes, about, 4.5

columns

locking, 6.23

organizing in lists, 6.21

resizing, 6.24

sorting data in, 6.22

Columns Displayed dialog box, about buttons in, 6.21

communication management, keyboard shortcuts for, 14.13

compound query operators, 7.11

contacts

adding to activities, 11.20

removing from activities, 11.21

count of records, displaying, 6.12

currency calculator, about, 4.9

D

Daily format

about, 11.2

adding activities to, 11.12

rescheduling activities by stretching, 11.19

rescheduling activities by using drag-and-drop, 11.19

setting up for calendar, 13.16.4

viewing activities in, 11.11

data access, about, 2.2

data, displaying

about record navigation buttons for, 3.17

charts for, 3.14

Explorer views for, 3.13

forms for, 3.17

lists for, 3.16

data, exporting to an external file, 10.7

data, importing into the Siebel application, 10.6

data, synchronizing

about and example, 9.1

illustration of, 9.2

initiating, 9.2

with Personal Information Manager (PIM) server, 9.3

default queries, about using, 7.8

Delete button

using to delete records, 6.8

Demo application, about, 2.1.1

documents, adding URLs to, 10.4

drag-and-drop, using to attach files to records, 6.19

drilling down and across, described, 6.11

drop-down lists, about using, 4.7

duplicate records, merging, 6.17

E

Edit Layout form, buttons for, 12.2

adding URLs to, 10.4

automatically spell checking outgoing, 13.12

keyboard shortcuts for, 14.13

Send Email command for, 10.3

sending, 10.3

setting outbound communications preferences for, 13.9

setting up meeting prompts using, 13.16.3

viewing list of all attached items in, 10.3

employees

adding to activities, 11.20

and deleting activities from the calendar, 11.13

removing from activities, 11.21

Explorer views, about, 3.13

F

faxes

keyboard shortcuts for, 14.13

Send Fax command for, 10.3

field controls

about, 4.4

buttons for, 4.8

check boxes and, 4.5

currency calculator and, 4.9

drop-down lists and, 4.7

option buttons and, 4.6

text fields and, 4.3

field hyperlinks in records, using, 6.11

field management, keyboard shortcuts for, 14.10

fields

about, 4.2

spell checking in records, 6.18

files

attaching to records, 6.19

exporting to an external file, 10.7

importing into the Siebel application, 10.6

forms

about editing, 3.17

common buttons in, 3.18

long and short, 3.17

G

Gantt chart, in Participant Availability subview, 11.8

group calendars, about using, 11.9

H

home page

about, 2.1.2

about for screens, 3.10

edit layout controls for, 12.1

editing layout of, 12.2

setting as startup view, 13.3

setting up default queries for, 13.10

setting up view links for, 13.14

How Do I button, described, 3.6

HTML editor

toolbar buttons in, 10.3.2

using, 10.3.2

I

Inbox, using, 10.1

K

keyboard navigation

about, 3.2

in Accessible Rich Internet Applications, A.7

keyboard shortcuts

about, 14.1

application management and, 14.3

calculator control and, 14.12

calendar control and, 14.11

communication management and, 14.13

field management and, 14.10

general navigation and, 14.5

layout management and, 14.6

online help and, 14.4

query management and, 14.9

record management and, 14.7

record navigation and, 14.8

tables of, 14.2

L

layout management, keyboard shortcuts for, 14.6

left-hand navigation, setting, 13.4

link bars

about for screens, 3.11

hidden views for, 3.11

lists

about, 3.16

about expanding and collapsing, 3.16.3

common buttons in, 3.18

finding records in, 7.3

horizontal scrolling in, 3.16.2

locking columns in, 6.23

organizing columns in, 6.21

performing advanced sorting for, 6.22

resizing columns in, 6.24

show less button in, 3.16.3

show more button in, 3.16.3

sorting columns in, 6.22

using visibility filter in, 3.15.1

vertical scrolling in, 3.16.1

logging in

about data access and responsibilities for, 2.2

to Siebel application, 2.1

long forms, about, 3.17

M

meetings, setting up email prompts for, 13.16.3

menu button

using to attach files to records, 6.19

using to attach URLs to records, 6.20

using to create records, 6.1

using to delete records, 6.8

Monthly format

about, 11.2

adding activities to, 11.12

setting up for calendar, 13.16.4

viewing activities in, 11.11

multiple selection dialog box, using to associate records, 5.3

multi-value group fields, exporting records that include, 10.7

N

navigation

keyboard shortcuts for, 14.5

using Site Map for, 3.7

New button

using to create records, 6.1

New File button, using to attach files to records, 6.19

New URL button, using to attach URLs to records, 6.20

notes, adding to records, 6.16

Notification icon

about, 3.21.1

customizing, 13.13

notification panes

about, 3.21.1

customizing, 13.13

notifications

about, 3.21

about colors for, 3.21.2

customizing aspects of, 13.13

O

online help, keyboard shortcuts for, 14.4

operators

compound query, 7.11

simple query, 7.10

option buttons, about, 4.6

Owner field, about using to reassign activities, 11.22

P

Participant Availability subview

about using, 11.8

setting up default participant chart display in, 13.16.6

participants

adding to activities, 11.20

removing from activities, 11.21

setting up default chart display for, 13.16.6

setting up email prompts for, 13.16.3

PDQ

See predefined queries, 7.1.1

Personal Information Manager (PIM) server, about using to synchronize, 9.3

physically disabled users, about utilities for, A.6

predefined mapping, about using to import data, 10.6

predefined queries

about, 7.1.1

modifying, 7.12

primary employee, and deleting activities from the calendar, 11.13

Q

queries

about, 7.1

about predefined, 7.1.1

about user-defined, 7.2

about using default, 7.8

canceling long running, 7.6

compound operators for, 7.11

creating, 7.2

deleting, 7.5

drop-down list for saved, 3.22, 7.2

executing, 7.2

limiting report data by using, 10.2

modifying predefined, 7.12

refining, 7.4

saving, 7.2

saving using another name, 7.12

setting up default, 13.10

simple operators for, 7.10

tips for creating and executing, 7.12

use of blank spaces in, 7.12

viewing results list for, 7.12

viewing saved, 13.11

Query Assistant, using, 7.7

query management, keyboard shortcuts for, 14.9

quick fill

deactivating templates for, 13.17

deleting templates for, 13.17

reactivating templates for, 13.17

renaming templates for, 13.17

using to create records, 6.2

quick print

button for, 3.6

setting options for, 13.8

using, 6.10

R

radio buttons, about, 4.6

record count, displaying, 6.12

record management, keyboard shortcuts for, 14.7

record navigation, keyboard shortcuts for, 14.8

records

about, 4.1

adding notes to, 6.16

associating using multiple selection dialog box, 5.3

associating using single selection dialog box, 5.2

associating with other records, 6.9

attaching files to, 6.19

attaching URLs to, 6.20

canceling changes to, 6.7

changing multiple, 6.5

copying, 6.3

creating, 6.1

creating shortcuts to, 10.5

deleting, 6.8

editing, 6.4

entering characters to find, 5.5

finding in lists, 7.3

finding in selection dialog box, 5.5

finding information about, 6.13

flagging, 6.15

identifying new, 6.14

merging duplicate, 6.17

printing, 6.10

querying for in selection dialog box, 5.4

saving, 6.6

spell checking fields in, 6.18

using field hyperlinks in, 6.11

using quick fill to create, 6.2

Repeat Until field, default values for, 11.6

reports

accessing and running, 10.2

button for, 3.6

role of queries in, 10.2

resizing indicator, about, 4.3

Resource Scheduler, about, 3.12

responsibilities, about, 2.2

S

Sample database, about, 2.1.1

Save All button, about using, 11.18

Save Target List button, described, 3.6

Save This One button, about using, 11.18

Saved Queries, about field, 3.22

screen readers, about, A.4

screens

about, 3.9

about home pages for, 3.10

about tabs for, 3.9

changing order of screen tab appearance, 13.15

hidden tabs for, 3.9

setting up default view for, 13.15

showing or hiding tabs for, 13.15

scroll speeds, setting, 13.6

Section 508, about, A.1

select buttons

about, 5.1

about using, 4.8

selection dialog boxes

finding specific records in, 5.5

launching, 5.1

multiple, 5.1

querying for records in, 5.4

single, 5.1

using multiple to associate records, 5.3

using single to associate records, 5.2

Send Email command, 10.3

Send Fax command, 10.3

Send Page command, 10.3

Send Wireless Message command, 10.3

short forms, about, 3.17

shortcuts, creating to Siebel records, 10.5

show less button, 3.16.3

show more button, 3.16.3

Siebel application

logging in to, 2.1

logging out of, 2.4

Siebel bookmarks, adding to email or documents, 10.4

simple query operators, 7.10

single selection dialog box, using to associate records, 5.2

Site Map

about, 3.7

button for, 3.6

using to navigate, 3.7

spell check

automatically checking outgoing messages using, 13.12

performing, 6.18

setting defaults for, 13.12

star icon

in required fields, 4.2

in required form fields, 3.17

using to identify new records, 6.14

startup view, setting, 13.3

Strict Date Format system preference, 4.10

subviews, about, 3.15, 3.15.3

synchronizing data

about and example, 9.1

about setting up user preferences for, 13.19

illustration of, 9.2

initiating, 9.2

with Personal Information Manager (PIM) server, 9.3

T

Task UI

about, 8.1

navigational buttons for, 8.3

setting pause behavior for, 13.18

using, 8.2

tasks, button for, 3.6

telephone number, querying for, 7.9

templates, quick fill, 6.2

text fields, about, 4.3

thread bar

and drilling across, 6.11

time zone

changing in calendar, 11.23

To Do list

adding activities, 11.16

marking activities complete in, 11.17

viewing in calendar, 11.1

toolbar, about for application, 3.6

transition effects, setting, 13.5

U

Undo Record, using, 6.7

URLs

adding to email or documents, 10.4

attaching to records, 6.20

user interface elements, setting the color for, 13.7

user preferences

about, 13.1

about availability fields in Profile view of, 13.20

about setting up synchronization preferences, 13.19

changing default spell check options, 13.12

changing length of calendar day, 13.16.1

changing order of screen tab appearance, 13.15

changing order of view tab appearance, 13.15

customizing aspects of notifications, 13.13

setting a default time zone, 13.2

setting a startup view, 13.3

setting left-hand navigation, 13.4

setting outbound communications preferences for email, 13.9

setting pause behavior for Task UI, 13.18

setting quick print options, 13.8

setting the color for user interface elements, 13.7

setting up another user’s calendar as your default, 13.16.5

setting up default calendar activity duration, 13.16.2

setting up default calendar formats, 13.16.4

setting up default participant chart display, 13.16.6

setting up default queries, 13.10

setting up default view for screen, 13.15

setting up email prompts for meetings, 13.16.3

setting up view links for home pages, 13.14

showing or hiding screen tabs, 13.15

showing or hiding view tabs, 13.15

user-defined queries, about, 7.2

V

View List, about, 3.11

views

about, 3.15

about for calendar, 11.3

about tabs for, 3.15.2

changing order of view tab appearance, 13.15

hidden tabs for, 3.15.2

showing or hiding tabs for, 13.15

visibility filter, using in lists, 3.15.1

visibility, about, 2.2

visually impaired users, about utilities for, A.5

Voluntary Product Accessibility Template, about, A.3

W

Web Content Accessibility Guidelines, about, A.2

Weekly format

about, 11.2

adding activities to, 11.12

rescheduling activities by stretching, 11.19

rescheduling activities by using drag-and-drop, 11.19

setting up for calendar, 13.16.4

viewing activities in, 11.11

wireless devices, sending message to, 10.3