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, 3.22
- activities
-
- about defaults for, 12.5
- about defaults for recurring, 12.6
- about viewing, 12.4
- adding contacts to, 12.20
- adding employees to, 12.20
- adding in the To Do list, 12.16
- adding participants to, 12.20
- adding to calendar, 12.12
- changing, 12.18
- changing recurring to nonrecurring, 12.14
- creating recurring in calendar, 12.14
- deleting from calendar, 12.13
- deleting recurring in calendar, 12.15
- reassigning, 12.22
- removing employees and contacts from, 12.21
- removing participants from, 12.21
- rescheduling by changing date fields, 12.19
- rescheduling by stretching, 12.19
- rescheduling by using drag-and-drop, 12.19
- saving recurring, 12.18
- using alarms for, 12.11
- viewing in daily, weekly, and monthly format, 12.10
- advanced sorting, performing in lists, 6.21
- alarms
-
- about using for activities, 12.11
- activating, 12.24
- activating for all calendar activities, 13.17.3
- dismissing, 12.25
- postponing, 12.25
- setting up default lead times for, 13.17.4
- setting up default snooze times for, 13.17.5
- triggering and displaying, 12.11
- applet visualization, setting, 13.7
- application management, keyboard shortcuts for, 14.3
- application toolbar, about, 3.7
- application window
-
- about elements of, 3.1
- application toolbar for, 3.7
- application-level menu in, 3.5, 3.9
- branding area in, 3.4
- Site Map for, 3.15
- application-level menu
-
- about, 3.5, 3.9
- using to create records, 6.1
- using to delete records, 6.8
- Apply Target List button, described, 3.7
- attachments
-
- adding files to records, 6.18
- adding URLs to records, 6.19
B
- bookmarks, adding to email or documents, 11.4, 11.7
- branding area, about, 3.4
- browser, using features for, 2.3
C
- calculator
-
- about, 4.10
- button for, 4.8
- calendar
-
- about, 12.1
- activating alarms for, 12.24
- adding activities in the To Do list, 12.16
- adding activities to, 12.12
- changing length of day for, 13.17.1
- changing recurring activities in, 12.14
- creating recurring activities in, 12.14
- deleting activities from, 12.13
- deleting recurring activities in, 12.15
- dismissing alarms in, 12.25
- formats in, 12.2
- granting others access to, 12.23
- postponing alarms in, 12.25
- saving recurring activities in, 12.18
- setting up another user’s calendar as your default, 13.17.8
- setting up aspects of, 13.17
- setting up default activity duration in, 13.17.2
- setting up default formats for, 13.17.7
- viewing activities in, 12.10
- viewing To Do list in, 12.1
- views for, 12.3
- calendar availability, about viewing, 12.9
- calendar control
-
- about, 4.9
- calendar select button for, 4.9
- calendar select button
-
- about using, 4.8
- calendar control and, 4.8
- case and accent insensitive queries, 7.1.2
- charts, about, 3.21
- check boxes, about, 4.5
- Cogwheel icon
-
- using to attach files to records, 6.18
- using to attach URLs to records, 6.19
- using to create records, 6.1
- using to delete records, 6.8
- columns
-
- locking, 6.22
- organizing in lists, 6.20
- resizing, 6.23
- sorting data in, 6.21
- Columns Displayed dialog box, about buttons in, 6.20
- communication management, keyboard shortcuts for, 14.11, 14.12
- communications panel, about, 3.19
- compound query operators, 7.12
- confirmation prompt
-
- setting for deleting records, 13.9
- contacts
-
- adding to activities, 12.20
- removing from activities, 12.21
- count of records, displaying, 6.12
- currency calculator, about, 4.11
D
- daily format
-
- about, 12.2
- adding activities to, 12.12
- rescheduling activities by stretching, 12.19
- rescheduling activities by using drag-and-drop, 12.19
- setting up for calendar, 13.17.7
- viewing activities in, 12.10
- data
-
- exporting to an external file, 11.6
- importing into the Siebel application, 11.5
- data access, about, 2.2
- data, displaying
-
- about record navigation buttons for, 3.11
- charts for, 3.21
- Explorer views for, 3.23
- forms for, 3.11
- lists for, 3.10
- data, synchronizing
-
- about and example, 10.1
- illustration of, 10.2
- initiating, 10.2
- with Personal Information Manager (PIM) server, 10.3
- default queries, about using, 7.9
- Demo application, about, 2.1.1
- Dismiss All button, using to dismiss alarms, 12.25
- documents, adding URLs to, 11.4, 11.7
- drag-and-drop, using to attach files to records, 6.18
- drilling down and across, described, 6.11
- drop-down lists, about using, 4.7
- duplicate records, merging, 6.17
E
- email
-
- adding URLs to, 11.4, 11.7
- keyboard shortcuts for, 14.11, 14.12
- Send Email command for, 11.3
- sending, 11.3
- setting outbound communications preferences for, 13.11
- setting up meeting prompts using, 13.17.6
- viewing list of all attached items in, 11.3
- employees
-
- adding to activities, 12.20
- and deleting activities from the calendar, 12.13
- removing from activities, 12.21
- End By field, default values for, 12.6
- Executed Query button, described, 3.7
- Explorer views, about, 3.23
F
- faxes
-
- keyboard shortcuts for, 14.11, 14.12
- Send Fax command for, 11.3
- field controls
-
- about, 4.4
- buttons for, 4.8
- check boxes and, 4.5
- currency calculator and, 4.11
- 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
- files
-
- attaching to records, 6.18
- exporting to an external file, 11.6
- importing into the Siebel application, 11.5
- forms
-
- about editing, 3.11
- common icons in, 3.14
- long and short, 3.11
- fourth level subview bar, about, 3.8.2
G
- group calendars, about using, 12.8
H
- home page
-
- about, 2.1.2
- about for screens, 3.13
- setting as startup view, 13.3
- setting up default queries for, 13.12
- setting up view links for, 13.15
- How Do I button, described, 3.7
- HTML editor
-
- toolbar buttons in, 11.3.2
- using, 11.3.2
I
- iHelp
-
- about, 8.1
- using to complete tasks, 8.2
- iHelp Map, using, 8.3
- Inbox, using, 11.1
K
- keyboard navigation
-
- about, 3.24
- in Accessible Rich Internet Applications, A.7
- keyboard shortcuts
-
- about, 14.1
- application management and, 14.3
- communication management and, 14.11, 14.12
- 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
- lists
-
- about, 3.10
- about expanding and collapsing, 3.10.4
- common icons in, 3.14
- finding records in, 7.4
- horizontal scrolling in, 3.10.3
- locking columns in, 6.22
- navigating between records in, 3.10.2
- organizing columns in, 6.20
- performing advanced sorting for, 6.21
- resizing columns in, 6.23
- show less button in, 3.10.4
- show more button in, 3.10.4
- sorting columns in, 6.21
- using visibility filter in, 3.10.1
- logging in
-
- about data access and responsibilities for, 2.2
- to Siebel application, 2.1
- long forms, about, 3.11
M
- meetings, setting up email prompts for, 13.17.6
- menu toolbar, about, 3.6
- messages, about sending, 3.18
- mobile devices, sending message to, 11.3
- monthly format
-
- about, 12.2
- adding activities to, 12.12
- setting up for calendar, 13.17.7
- viewing activities in, 12.10
- multiple selection dialog box, using to associate records, 5.3
- multi-value group fields, exporting records that include, 11.6
N
- navigation
-
- keyboard shortcuts for, 14.5
- using Site Map for, 3.15
- navigation options, setting, 13.4
- New File button, using to attach files to records, 6.18
- New Query button, described, 3.7
- New URL button, using to attach URLs to records, 6.19
- notes, adding to records, 6.16
- Notification icon
-
- about, 3.20.1
- setting up, 13.14
- notification panes
-
- about, 3.20.1
- setting up, 13.14
- notifications
-
- about, 3.20
- about colors for, 3.20.2
- setting up aspects of, 13.14
O
- online help, keyboard shortcuts for, 14.4
- operators
-
- compound query, 7.12
- simple query, 7.11
- option buttons, about, 4.6
- Owner field, about using to reassign activities, 12.22
P
- Participant Availability subview
-
- about using, 12.7
- setting up default display for schedule in, 13.17.9
- participants
-
- adding to activities, 12.20
- removing from activities, 12.21
- setting up default schedule display for, 13.17.9
- setting up email prompts for, 13.17.6
- PDQ
-
- See predefined queries, 7.1.1
- Personal Information Manager (PIM) server, about using to synchronize, 10.3
- physically disabled users, about utilities for, A.6
- plus (+) icon, using to create records, 6.1
- predefined mapping, about using to import data, 11.5
- predefined queries
-
- about, 7.1.1
- modifying, 7.13
- primary employee, and deleting activities from the calendar, 12.13
Q
- queries
-
- about, 7.1
- about predefined, 7.1.1
- about user-defined, 7.3
- about using default, 7.9
- canceling long running, 7.7
- common buttons in, 7.2
- compound operators for, 7.12
- creating, 7.3
- deleting, 7.6
- drop-down list for saved, 3.16, 7.3
- executing, 7.3
- limiting report data by using, 11.2
- modifying predefined, 7.13
- refining, 7.5
- saving, 7.3
- saving using another name, 7.13
- setting up default, 13.12
- simple operators for, 7.11
- tips for creating and executing, 7.13
- use of blank spaces in, 7.13
- viewing results list for, 7.13
- viewing saved, 13.13
- Query Assistant, using, 7.8
- query control, about, 3.17
- query management, keyboard shortcuts for, 14.9
- quick fill
-
- deactivating templates for, 13.18
- deleting templates for, 13.18
- reactivating templates for, 13.18
- renaming templates for, 13.18
- using to create records, 6.2
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, 6.18
- attaching URLs to, 6.19
- canceling changes to, 6.7
- changing multiple, 6.5
- copying, 6.3
- creating, 6.1
- deleting, 6.8
- editing, 6.4
- entering characters to find, 5.5
- finding in lists, 7.4
- 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
- using field hyperlinks in, 6.11
- using quick fill to create, 6.2
- reports
-
- accessing and running, 11.2
- button for, 3.7
- role of queries in, 11.2
- resizing indicator, about, 4.3
- responsibilities, about, 2.2
S
- Sample database, about, 2.1.1
- Save All button, about using, 12.18
- Save Target List button, described, 3.7
- Save This One button, about using, 12.18
- Saved Queries, about field, 3.16
- screen readers, about, A.4
- screens
-
- about, 3.12
- about home pages for, 3.13
- changing order of, 13.16
- setting up default views for, 13.16
- showing or hiding, 13.16
- scroll speeds, setting for tile applets, 13.8
- second level view bar, about, 3.8
- 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, 11.3
- Send Fax command, 11.3
- Send Page command, 11.3
- Send Wireless Message command, 11.3
- short forms, about, 3.11
- show less button, 3.10.4
- show more button, 3.10.4
- Side Menu, about, 3.3
- Siebel application
-
- about Siebel user interface behavior, 3.25
- logging in to, 2.1
- logging out of, 2.4
- setting a user profile image, 13.19
- Siebel bookmarks, adding to email or documents, 11.4, 11.7
- simple query operators, 7.11
- simplified user interface, about, 3.26
- single selection dialog box, using to associate records, 5.2
- Site Map
-
- about, 3.15
- button for, 3.7
- using to navigate, 3.15
- snooze time for alarms
-
- and postponing alarms, 12.25
- setting default, 13.17.5
- star icon
-
- in required fields, 4.2
- in required form fields, 3.11
- using to identify new records, 6.14
- startup view, setting, 13.3
- Strict Date Format system preference, 4.9
- synchronizing data
-
- about and example, 10.1
- about setting up user preferences for, 13.20
- illustration of, 10.2
- initiating, 10.2
- with Personal Information Manager (PIM) server, 10.3
T
- Task UI
-
- about, 9.1
- navigational buttons for, 9.3
- setting pause behavior for, 13.10
- using, 9.2
- tasks, button for, 3.7
- telephone number, querying for, 7.10
- templates, quick fill, 6.2
- text fields, about, 4.3
- themes, setting, 13.5
- third level view bar, about, 3.8.1
- thread bar, and drilling across, 6.11
- To Do list
-
- adding activities, 12.16
- marking activities complete in, 12.17
- viewing in calendar, 12.1
- transition effects, setting, 13.6
- Trash Can icon
-
- using to delete records, 6.8
U
- Undo Record, using, 6.7
- URLs
-
- adding to email or documents, 11.4, 11.7
- attaching to records, 6.19
- user preferences
-
- about, 13.1
- about availability fields in Profile view of, 13.21
- about setting up synchronization preferences, 13.20
- activating alarms for all calendar activities, 13.17.3
- changing length of calendar day, 13.17.1
- changing order of screens, 13.16
- changing the order of views, 13.16
- setting a default time zone, 13.2
- setting a startup view, 13.3
- setting a user profile image, 13.19
- setting applet visualization, 13.7
- setting confirmation before deleting records prompt, 13.9
- setting navigation options, 13.4
- setting outbound communications preferences for email, 13.11
- setting pause behavior for Task UI, 13.10
- setting scroll speeds for tile applets, 13.8
- setting themes, 13.5
- setting transition effects, 13.6
- setting up another user’s calendar as your default, 13.17.8
- setting up aspects of notifications, 13.14
- setting up default alarm lead times, 13.17.4
- setting up default alarm snooze times, 13.17.5
- setting up default calendar activity duration, 13.17.2
- setting up default calendar formats, 13.17.7
- setting up default display for participant schedule, 13.17.9
- setting up default queries, 13.12
- setting up default views for screens, 13.16
- setting up email prompts for meetings, 13.17.6
- setting up view links for home pages, 13.15
- showing or hiding screens, 13.16
- showing or hiding views, 13.16
- user profile image, setting, 13.19
- user-defined queries, about, 7.3
V
- views
-
- about for calendar, 12.3
- changing the order of, 13.16
- showing or hiding, 13.16
- visibility filter, using in lists, 3.10.1
- 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, 12.2
- adding activities to, 12.12
- rescheduling activities by stretching, 12.19
- rescheduling activities by using drag-and-drop, 12.19
- setting up for calendar, 13.17.7
- viewing activities in, 12.10