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Siebel CRM Fundamentals Guide
Siebel Innovation Pack 2016
E52425-01
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Using the Inbox

The Inbox provides you with a centralized list of items requiring your attention, such as approvals and notifications. The Inbox can include almost any business entity, including service requests, approvals, and opportunities.

When you select an item in your Inbox list, the Detail view in the bottom part of the application window is updated to show the fields for that type of business entity. You can see the details of the record without navigating to another screen. You can also perform default actions, such as approving an expense report, directly from the Inbox.

To use your Inbox  

  1. From the application-level menu, choose Navigate, then Site Map.

  2. Click Inbox.

    The Site Map displays the views available for the Inbox.

  3. Click Inbox Items List.

  4. In many cases, you can drill down on the Name field hyperlink to see details about the work item.