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Siebel CRM Fundamentals Guide
Siebel Innovation Pack 2016
E52425-01
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Using iHelp to Complete Tasks

You can launch iHelp to review the steps in a task, and then perform the task yourself, or you can launch iHelp to drill down on different iHelp items and receive detailed instructions for each step in a task.

To use iHelp  

  1. Navigate to the screen.

  2. Do one of the following:

    • From the application-level menu, choose View, Action Pane, and then iHelp.

    • Click the How Do I button on the application toolbar.

    The iHelp pane appears in the left side of the application window. The pane lists the iHelp items related to the current screen. The iHelp pane remains open until you close it.

  3. In the iHelp pane, drill down on an item to launch iHelp.

  4. Follow the instructions provided in the iHelp pane.

    Some additional information is provided in the following table.

    Click To
    A hyperlink in a step Navigate to the screen or view to perform an action.
    A step Highlight a button in a form and a list or a field in a form to help you to complete a task.
    Expand iHelp topic.
    Expand the description of a step to show its details. The details might contain substeps.
    Collapse iHelp topic.
    Collapse the description of a step.
    Return to... Return to the top-level list of iHelp items.
    Click for Additional Steps Access additional steps that are available because of certain met conditions. If this link appears in the iHelp pane, then you must complete each step in sequence before you can access the additional steps. If you do not complete each step, then an error message appears.

  5. To close the iHelp pane, click the Close (X) icon in the upper right corner of the page.