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Siebel CRM Fundamentals Guide
Siebel Innovation Pack 2016
E52425-01
Index
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Contents
List of Figures
List of Tables
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
What's New in This Release
What's New in Siebel CRM Fundamentals Guide, Siebel Innovation Pack 2016
What's New in Siebel CRM Fundamentals Guide, Siebel Innovation Pack 2015
2
Getting Started with the Siebel Application
Logging In to the Siebel Application
About the Demo Application
About the Home Page
About Access and Responsibilities in the Siebel Application
Using Browser Features
Logging Out of the Siebel Application
Locale Support
3
About the User Interface
Elements of the Siebel Application Window
About the Application Banner
About the Side Menu
About the Branding Area
About the Application-Level Menu
About the Menu Toolbar
About the Application Toolbar
About the Second Level View Bar
About the Third Level View Bar
About the Fourth Level Subview Bar
About the Visibility Filter
About
Lists
Using the Visibility Filter in Lists
Navigating Between Records in Lists
Horizontal Scrolling in Lists
Expanding and Collapsing Lists
About
Forms
About Screens
Home Pages for Screens
About Common Icons in Lists and Forms
Using the Site Map
About the Saved Queries Drop-Down List
About the Query Control
About Sending Messages
Accessing the Communications Panel
Reviewing Notifications
About the
Notification Icon and Panes
About
Colors for Notifications
Using and Saving Charts
About the Action Pane
About
Explorer Views
About Keyboard Navigation
About
Siebel User Interface Behavior
About the Simplified User Interface
4
About Records, Fields, and Field Controls
About Records
About Fields
Required Fields
Read-Only Fields
Maximum Number of Characters
Resizing the Notes Field
About Text Fields
About Field Controls
About Check Boxes
About Option Buttons
About Drop-Down Lists
About Field Control Buttons
About the Calendar Control
About the Calculator
About the Currency Calculator
5
Using Selection Dialog Boxes
Launching Selection Dialog Boxes
Associating Records Using a Single Selection Dialog Box
Associating Records with Existing Records in a Single Selection Dialog Box
Associating Records with New Records in a Single Selection Dialog Box
Associating Records Using a Multiple Selection Dialog Box
Associating Records with Existing Records in a Multiple Selection Dialog Box
Associating Records with New Records in a Multiple Selection Dialog Box
Querying for Records in a Selection Dialog Box
Finding Records in a Selection Dialog Box
6
Completing Common Record Tasks
Creating Records
Creating Records Using the Plus (+) Icon
Creating Records Using the Cogwheel Icon
Creating Records Using the Application-Level Menu
Using Quick Fill to Create Records
Creating Quick Fill Templates
Applying Quick Fill Templates to New Records
Using Quick Fill Templates to Create Records
Creating Records by Using the Last Quick Fill Template
Copying Records
Editing Records
Changing Multiple Records
Saving Records
Canceling Changes to Records
Deleting Records
Deleting Records Using the Trash Can Icon
Deleting Records Using the Cogwheel Icon
Deleting Records Using the Application-Level Menu
Associating Records with Other Records
Printing Records
Using Field Hyperlinks in Records
Displaying Record Count
Finding Information About Records
About Accessing the About Record Dialog Box After a Merge
Identifying New Records
Flagging Records
Adding Notes to Records
Merging Duplicate Records
Attaching Files to Records
Attaching Files to Records Using the New File Button
Attaching Files to Records Using the Cogwheel Icon
Attaching Files to Records Using Drag-and-Drop
Attaching URLs to Records
Attaching URLs to Records Using the New URL Button
Attaching URLs to Records Using the Cogwheel Icon
Organizing List Columns
Sorting List Columns
Sorting a Single List Column
Performing an Advanced Sort in Lists
Locking List Columns
Resizing List Columns
7
Using Query to Locate Information
About Queries
Predefined Queries
Case Insensitive and Accent Insensitive Queries
About Common Buttons in Queries
Creating Queries for Records
Finding Records in Lists
Refining Queries
Deleting Queries
Canceling Long-Running Queries
Using the Query Assistant
About Using Default Queries
About Querying a Telephone Number
Simple Query Operators
Compound Query Operators
Tips for Queries
8
Using iHelp
About iHelp
Using iHelp to Complete Tasks
Using the iHelp Map
9
Using Task UI
About Task User Interface
Using Task UI
Navigational Buttons for Task UI
10
Synchronizing Data
About Database Synchronization
Synchronization Process
About Synchronizing with a Personal Information Manager Server
11
Sharing Information
Using the Inbox
Running Reports
Emailing, Faxing, Paging, and Sending Outbound Wireless Messages
Sending Email from the Siebel Application
Using the HTML Editor
About Outlook (F9) Integration
Creating Siebel Bookmarks
Importing Data into the Siebel Application
Exporting Data to an External File
Setting Up CalDAV and CardDAV Publishing
Setting Up CalDAV Publishing on an iOS Mobile Device
Setting Up CardDAV Publishing on an iOS Mobile Device
Setting Up CalDAV and CardDAV Publishing on an Android Mobile Device
12
Using the Calendar
About the Calendar
About Calendar Formats
About Calendar Views
About Viewing Activities
About Activity Defaults
About Recurring Activity Defaults
About Using the Participant Availability Subview
About Using Group Calendars
About Viewing Calendar Availability
Viewing Calendar Activities
About Using Alarms for Activities
Adding Activities to the Calendar
Entering Activities Directly in the Calendar
Deleting Calendar Activities
Creating Recurring Calendar Activities
Changing Recurring Activities to Nonrecurring Activities
Deleting Recurring Calendar Activities
Deleting One Instance of a Recurring Activity
Deleting Every Instance of a Recurring Activity
Adding Activities in the To Do List
Marking To Do Activities Complete
Changing Activities
Changing Nonrecurring Activities
Changing Recurring Activities
Rescheduling Activities
Rescheduling Activities by Changing Date Fields
Rescheduling Activities by Using Drag-and-Drop
Rescheduling Activities by Stretching Activity Borders
Adding Participants to Activities
Adding Contacts to Activities
Adding Employees to Activities
Adding Resources to Activities
Removing Participants from Activities
Removing Contacts from Activities
Removing Employees from Activities
Removing Resources from Activities
Reassigning Activities
Granting Access to Your Calendar
Activating Alarms
Postponing and Dismissing Alarms
Postponing Alarms
Dismissing Alarms
13
Setting User Preferences
About User Preferences
Setting a Default Time Zone
Setting a Startup View
Setting Navigation Options
Setting Themes
Setting Transition Effects
Setting Applet Visualization
Setting Scroll Speeds for Tile Applets
Setting Confirmation Before Deleting Records
Prompt
Setting Pause Behavior for Task UI
Setting Outbound Communications Preferences for Send Email
Setting Up Default Queries
Viewing Saved Queries
Setting
Up Aspects of Notifications
Setting Up View Links for Screen Home Pages
Showing, Hiding, and Reordering Screens or Views
Showing or Hiding Screens
Showing or Hiding Views
Changing the Order of Screens
Changing the Order of Views
Setting Up Default Views for Screens
Setting Up Aspects of the Calendar
Setting the Length of a Workday
Setting Up Default Calendar Activity Duration
Activating Alarms for All Calendar Activities
Setting Up Default Alarm Lead Times
Setting Up Default Alarm Snooze Times
Setting Up Email Prompts for Meetings
Setting Up Default Calendar Formats
Setting Up Another User's Calendar as Your Default Calendar
Setting Up Default Display for Participant Schedule
Maintaining Quick Fill Templates
Renaming Quick Fill Templates
Deactivating Quick Fill Templates
Reactivating Quick Fill Templates
Deleting Quick Fill Templates
Adding Quick Fill Template Options in an Applet Menu
Setting a User Profile Image
About Setting Up Synchronization Preferences
About Availability Fields in the Profile View
14
Using Keyboard Shortcuts
Keyboard Shortcuts
About Keyboard Shortcuts Tables
Application Management Keyboard Shortcuts
Online Help Keyboard Shortcuts
General Navigation Keyboard Shortcuts
Layout Management Keyboard Shortcuts
Record Management Keyboard Shortcuts
Record Navigation Keyboard Shortcuts
Query Management Keyboard Shortcuts
Field Management Keyboard Shortcuts
Communication Management Keyboard Shortcuts
Call Management Keyboard Shortcuts
A
Accessibility for Siebel Business Applications
About Section 508 Accessibility
About Web Content Accessibility Guidelines
About the Voluntary Product Accessibility Template
About Screen Readers
About Utilities for Visually Impaired Users
About Utilities for Physically Disabled Users
About Keyboard Navigation in Accessible Rich Internet Applications
Index