Siebel CRM Fundamentals Siebel Innovation Pack 2015 E24770-01 |
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Screen home pages are divided into five areas, as described in "About Screen Home Pages". You can define which links appear in the view links area (middle of the screen).
Your Siebel administrator can set up view links for screen home pages and mark those links as public. In this case, you cannot change or delete those links.
To add a view link to a screen home page
From the application-level menu, choose Tools, then User Preferences.
The User Preferences screen appears.
On the link bar, click View Links.
The Screen Homepages list appears.
In the Screen Homepages list, select the home page for which you want to add a view link.
If view links exist for the home page, the View Links list shows those links.
In the View Links list, click New.
Complete the fields using the information in the following table.
Field | Description |
---|---|
Sequence | A number that determines the place of the link in the view links area of the screen home page. |
Public | If selected, this is a public view link and you cannot modify or delete it. |
Active | If selected, indicates that this is an active view link. |
Name | Lets you type a name for the link. |
Description | Lets you type a long description for the link. |
View | Click the select button in this field to select a view in the Pick Screen View dialog box. |
Default Query | Click the select button in this field to select a default predefined query for the view you selected in the View field. |