Siebel CRM Fundamentals Siebel Innovation Pack 2015 E24770-01 |
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You can launch iHelp to review the steps in a process 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 process.
To use iHelp
Do one of the following:
From the application-level menu, choose View, then 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.
In the iHelp pane, drill down on an item to launch iHelp.
Figure 6-2 shows an example of an expanded iHelp item.
Follow the instructions provided in the iHelp pane.
The following table provides some additional information.
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, a column header in a list, or a field in a form to help you to complete a task. |
Expand the description of a step to show its details. In some cases the details might contain substeps. | |
Collapse the description. | |
Return to... | Return to the top-level list of iHelp items. |
Click for Additional Steps | Access additional steps that are available based on certain conditions being met. If this link appears in the iHelp pane, you must complete each step in sequence before you can access the additional steps. If you do not complete each step, an error message appears. |
An example of an expanded iHelp item is shown in Figure 6-2.
To close the iHelp pane
In the upper-right corner of the iHelp pane, click the Close button.
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