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Siebel CRM Siebel Mobile Guide: Connected
Siebel Innovation Pack 2015, Rev. D
E52426-01
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What's New in Siebel Mobile Guide: Connected, Siebel Innovation Pack 2015, Rev. B

Table 1-3 lists the changes in this revision of the documentation to support this release of Siebel Innovation Pack 2015, Patchset 5. The new features listed in Table 1-3 are available only if you install and deploy Innovation Pack 2015, Patchset 5 or later. For more information, see Siebel Patchset Installation Guides for Siebel Innovation Packs (Doc ID 1614310.1) on My Oracle Support.


Note:

Siebel Innovation Pack 2015 is a continuation of the Siebel 8.1/8.2 release.

Table 1-3 New Product Features in Siebel Mobile Guide: Connected, Siebel Innovation Pack 2015, Rev. B

Topic Description

"Configuring the Number of Records Displayed on Mobile Devices"


New topic. Describes how you can configure the number of records displayed on mobile devices using the following Siebel CRM parameters:

  • HTML Number of Rows (applet parameter)

  • NumberOfListRows (application parameter)

"Viewing Call Planning Information"


Modified topic. The following options are available above the call planning calendar grid (Gantt Chart) in Siebel Mobile: 2, 4, Day, M/D, Save Template, Apply Template, and Go To Reporting.

"Customizing the Call Planning Calendar"


New topic. You format and customize the call planning calendar for your Siebel Mobile and Siebel desktop application in Siebel CRM.

"Using the PCD Viewer in Siebel Mobile"


Modified topic. The eDetailer Player has been renamed PCD Viewer.

Creating Literature Records in Siebel CRM

Associating Literature Records With Messaging Plans in Siebel CRM

Defining Access to, Releasing, and Defining Messaging Plans in Siebel CRM

PCD Viewer APIs

Deleted topics. These topics moved to Siebel Life Sciences Guide.

"Performing Needs Analysis for Accounts"

"Performing Needs Analysis for Contacts"


Modified topic. The needs analysis interview from Oracle Policy Automation (OPA) consists of a series of views and questions, and its composition and structure varies according to the OPA Rule Base set up for your implementation of the selected type of needs analysis.

"Viewing Recommendation Information for an Account"

"Applying for Products for an Account"

"Managing Application Information for an Account"


New topics. The following views are new for Accounts:

  • Recommendations view. From the Accounts, Recommendations view, you can initiate a new application capture process, start a Viewer using the Detail button (to present additional information about products and obtain feedback from customers about the presented content), and apply for products for the account.

  • Applications view. From the Accounts, Applications view, you can track applications for products, resume incomplete applications for products, and sign completed applications for products.

"Viewing Recommendation Information for a Contact"

"Applying for Products for a Contact"

"Managing Application Information for a Contact"


New topics. The following views are new for Contacts:

  • Recommendations view. From the Contacts, Recommendations view, you can initiate a new application capture process, start a Viewer using the Detail button (to present additional information about products and obtain feedback from customers about the presented content), and apply for products for the contact.

  • Applications view. From the Contacts, Applications view, you can track applications for products, resume incomplete applications for products, and sign completed applications for products.

Chapter 10, "Oracle Policy Automation Integration Workflows for Siebel Finance"


New chapter describing the OPA workflows for Siebel Finance.