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Siebel CRM Fundamentals
Siebel Innovation Pack 2015
E24770-01
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Setting a Startup View

If you want, you can determine which screen and view appears when you launch your Siebel application.

To set a startup view

  1. From the application-level menu, choose Tools, then User Preferences.

    The User Preferences screen appears.

  2. On the link bar, click Behavior.

    The Behavior form appears.

  3. In the Startup View field, click the select button.

    The Pick Favorite dialog box appears.

  4. From the Startup View list in the Pick Favorite dialog box, select the screen and view you want to have for your startup view.

    For example, choosing Accounts - Activities will show the Accounts screen, then Activities view when you first launch your Siebel application.


    Note:

    The user preference startup views that you want to appear at startup must have the Category Viewbar Text and the Menu Text screen view properties defined in Siebel Tools to be visible in the Startup View picklist. If a view within the screen has neither of these properties defined, the view is not displayed in the list. For more information about setting the screen view properties, contact you administrator.

  5. Click OK.

    The screen and view you selected appear in the Startup View field.