Index
A B C D E F G H I K L M N O P Q R S T U V W
Symbols
- * (asterisk)
-
- new records, about using to identify, 5.14
- query, improving performance, 8.9
- required fields, about appearing in, 4.16
- + (plus sign), using in Explorer view, 4.18
Numerics
- 5 Day Weekly view
-
- arrows, about appearance of, 12.10, 12.11, 12.18, 12.18
A
- About Record feature
-
- about, 5.13
- and merging records, 5.13.1
- About Using Default Queries, 8.7
- activities
-
- alarms, about using, 12.9
- appearance of (table), 12.3
- calendar, typing directly in, 12.11
- changing using the Calendar Detail form, 12.17
- contacts, adding to activities, 12.19
- Daily, Weekly, Monthly activities, viewing, 12.10
- deleting, 12.14
- employees, adding to activities, 12.19
- modifying, 12.21
- nonrecurring activities, removing participants from, 12.20
- participants, about adding to activities, 12.19
- reassigning, 12.21
- recurring activities, adding to the calendar, 12.13
- recurring activities, changing to nonrecurring activities, 12.13
- recurring activities, deleting every instance, 12.15
- recurring activities, deleting one instance of, 12.15
- recurring activities, removing employee or contact from, 12.20
- rescheduling by stretching, 12.18
- rescheduling using drag and drop, 12.18
- resources, adding to, 12.19
- saving recurring activities, 12.17
- To Do list, adding activities to, 12.12
- alarms
-
- about using, 12.9
- calendar activities, turning on default alarms, 14.13.3
- default alarm times, setting, 14.13.4
- dismissing, 12.25
- setting, 12.24
- snooze time, setting default, 14.13.5
- snoozing an alarm, 12.25
- triggering and displaying, 12.9
- application management
-
- keyboard shortcuts, table of, 15.3.8
- application toolbar
-
- See toolbar
- application window
-
- application-level menu, described, 4.2
- show more button, described, 4.15.3, 4.15.3
- Site Map, described and using, 4.5
- subview, about, 4.12.3, 4.12.3
- view tabs, described, 4.12.2
- application-level menu
-
- described and location, 4.2
- record, using to create, 5.1
- record, using to delete, 5.8
- asterisk (*)
-
- new records, about using to identify, 5.14
- query, improving performance, 8.9
- required fields, about appearing in, 4.16
- attachments
-
- file, attaching to a record, 5.19
- record, attaching using drag-and-drop, 5.19
- record, attaching using the New File button, 5.19
- URLs, attaching to records, 5.20
- URLs, attaching using New URL button, 5.20
B
- basic-mode keyboard shortcuts
-
- about, 15.2.2
- bookmarks
-
- adding to email or document, 11.4
- branding area
-
- described, 4.3
- broadcast messages
-
- about, 4.20
- customizing, 14.10
- fast-forwarding or reversing through messages, 4.20
C
- calculator
-
- button, described, 3.8
- calculator (currency) control, described and field controls (table), 3.9
- calendar
-
- about, 12.1
- activities, deleting, 12.14
- activities, modifying, 12.21
- activities, viewing, 12.10
- activity duration, setting default, 14.13.2
- Alarm check box, about clearing, 12.6
- alarms, dismissing, 12.25
- alarms, setting, 12.24
- alarms, snoozing, 12.25
- alarms, using, 12.9
- another user's calendar, setting up as your default, 14.13.8
- another user's calendar, viewing, 12.23
- appointment, about modifying a repeating appointment and clicking Save All, 12.13
- calendar day, changing the length of, 14.13.1
- Calendar Detail field default values (table), 12.4
- calendar view, setting up default, 14.13.7
- contacts, adding to activities, 12.19
- date and time zone, changing, 12.26
- employees, adding to activities, 12.19
- group calendar, about using, 12.8
- Internet Explorer settings for printing the calendar, 2.4
- Participant Availability subview, about and using, 12.7
- participants, about adding to activities, 12.19
- printing, 12.28
- queries, running, 12.27
- recurring activities, creating, 12.13
- recurring activities, deleting every instance, 12.15
- recurring activities, deleting only one instance, 12.15
- Repeat Frequency field, about selecting a value in, 12.6
- rescheduling activities by stretching, 12.18
- rescheduling activities using drag and drop, 12.18
- saving recurring activities, 12.17
- Start field, and the End field, 12.6
- To Do List, about and viewing, 12.2
- To Do List, adding activities to, 12.12
- To Do list, marking as completed, 12.16
- views, list of, 12.2
- week calendar view, setting up default, 14.13.7
- your calendar, giving others access to, 12.22
- calendar control
-
- about and example, 3.10
- calendar select button and, 3.10
- Calendar Detail form
-
- using to change activities, 12.17
- calendar select button
-
- calendar control and, 3.8
- described, 3.8
- Case and Accent Insensitive Query, 4.8, 8.1.2
- charts
-
- described and displaying, 4.17
- check boxes
-
- described and example, 3.5
- columns
-
- column size changes, saving, 5.24
- display, changing, 5.21
- locking, 5.23
- resizing, 5.24
- Columns Displayed dialog box
-
- button descriptions (table), 5.21
- using, 5.21
- communication management
-
- keyboard shortcuts, table of, 15.3.7
- compound query operators (table), 8.10
- contacts
-
- activities, adding to, 12.19
- recurring activities, removing from, 12.20
- count
-
- of records, 5.12
- creating records
-
- application-level menu, 5.1
- menu button, 5.1
- New button, 5.1
- quick fill, 5.2
- currency calculator control
-
- described and field controls (table), 3.9
D
- Daily view
-
- about, 12.2
- activities, adding to view, 12.11
- activities, typing directly into the calendar, 12.11
- activities, viewing, 12.10
- rescheduling activities by stretching, 12.18
- rescheduling activities using drag and drop, 12.18
- data access
-
- about, 2.3
- data management
-
- keyboard shortcuts, table of, 15.3.1
- data, displaying
-
- charts, described and figure, 4.17
- Explorer view, described and figure, 4.18
- form, long and short form described, 4.16
- lists, 4.15
- record navigation buttons, described and figure, 4.16.2
- vertical scroll bars, described and using, 4.15.1
- data, entering
-
- canceling an add record operation, 7.3
- select dialog boxes, running queries from, 7.5
- data, importing, 11.6
- data, synchronizing
-
- about and example, 10.1
- initiating, 10.2.1
- personal information manager (PIM) server, 10.3
- process, reason to synchronize, 10.1
- database
-
- synchronizing data, 10.1
- date, changing in calendar, 12.26
- deleting
-
- activities, 12.14
- data, about deleting data added to database, 7.3
- employee or contact from recurring activities, 12.20
- participant from nonrecurring activities, 12.20
- queries, 8.4
- records, 5.8
- recurring activities, deleting every instance of, 12.15
- recurring activities, deleting one instance of, 12.15
- Demo application, about, 2.1.1
- Dismiss All button, to dismiss all active alarms, 12.25
- displaying
-
- record count, 5.12
- document, adding URL to, 11.4
- drilling downacross, described, 5.11
- drop-down arrow
-
- screen tab, 4.13
- drop-down list, about using and example, 3.7
- duplicate records, merging, 5.17
E
- Edit Layout page
-
- about and edit layout button (table), 13.1
- email
-
- attached items, viewing list of all, 11.2
- keyboard shortcuts, 15.3.7
- meeting email prompt, setting up, 14.13.6
- outgoing email, specifying the edit mode, 14.5
- outgoing messages, automatically spell checking, 14.9
- Send Email command, 11.2
- sending, 11.2
- URL, adding to an email, 11.4
- employees
-
- activities, about deleting from the calendar, 12.14
- activities, adding to, 12.19
- recurring activities, removing from, 12.20
- Execute query button, 4.4
- exiting the Siebel application, 2.8
- Explorer view, described and using, 4.18
- exporting
-
- external file, 11.7
- multi-value group fields, about exporting, 11.7
- extended-mode keyboard shortcuts, about, 15.2.1
F
- faxes
-
- keyboard shortcuts, 15.3.7
- Send Fax command, 11.2
- field controls
-
- about, 3.4
- calculator (currency) button, described and field controls, 3.9
- check boxes, described and example, 3.5
- drop-down list, about using and example, 3.7
- field control buttons (table), 3.8
- option buttons, described and example, 3.6
- selection dialog boxes, using, 7, 8
- text editor, about and using, 3.3.1
- text fields, about and using, 3.3
- files
-
- drag-and-drop, using to attach a file to a record, 5.19
- exporting, 11.7
- importing, 11.6
- New File button, using, 5.19
- record, attaching to, 5.19
- Find drop-down list, using in selection dialog boxes, 7.4
- flagging records, procedure and figure, 5.15
- form
-
- common buttons, 4.19
- editing, about, 4.16
- long and short form described, 4.16
- record navigation buttons, 4.16.2
G
- Gantt chart, in Participant Availability subview, 12.19
- group calendars, about using, 12.8
H
- help
-
- Online help keyboard shortcuts (table), 15.3.6
- home page
-
- edit layout buttons (table), 13.1
- overview, 2.1.2
- query, setting up default queries, 14.7, 14.8
- startup view, setting up, 14.3
- home pages
-
- screens, 4.11
- how do i
-
- button, 4.4, 4.4
- HTML editor
-
- Find/Replace function, using, 11.3
- outgoing email, specifying edit mode, 14.5
- toolbar button descriptions (table), 11.3
- using, 11.3
- hyperlinks in records, described, 5.11
I
- iHelp
-
- about, 6.1
- using iHelp Map, 6.3
- using to complete tasks, 6.2
- importing
-
- data, 11.6
- predefined mapping, 11.6
- Inbox overview, 2.7
- Internet Explorer
-
- settings for printing the calendar, 2.4
K
- keyboard shortcuts
-
- about modes, 15.3
- application management, table of, 15.3.8
- basic-mode keyboard shortcuts, about, 15.2.2
- communication management, table of, 15.3.7
- data management, table of, 15.3.1
- extended-mode keyboard shortcuts, about, 15.2.1
- layout management, table of, 15.3.5
- navigation, table of, 15.3.2, 15.3.4
- Online help, table of, 15.3.6
- query management, table of, 15.3.3
L
- layout management
-
- keyboard shortcuts, table of, 15.3.5
- link bar
-
- about, 4.12.2.1, 4.14
- lists
-
- about, 4.15
- active record indicator, 4.15
- common buttons, 4.19
- scroll bars, 4.15
- logging in
-
- data access and responsibilities, about, 2.3
- enabling QuickStart agent, about, 2.2
- exiting the Siebel application, 2.8
- long form, described, 4.16
M
- meeting email prompt, setting up, 14.13.6
- menu button
-
- described, 4.19
- record, using to create, 5.1
- records, using to delete, 5.8
- merging records, 5.17
- message bar
-
- about, 4.20
- customizing, 14.10
- fast-forwarding or reversing through messages, 4.20
- Monthly view
-
- about, 12.2
- activities, adding to view, 12.11
- activities, viewing, 12.10
- multi-value group fields, about exporting, 11.7
N
- navigation
-
- keyboard shortcuts, table of, 15.3.2, 15.3.4
- using Site Map, 4.5
- New button, using to create a record, 5.1
- New query button, 4.4
- notes, attaching to records, 5.16
O
- Online help
-
- keyboard shortcuts, table of, 15.3.6
- operators
-
- compound query operators (table), 8.10
- simple query operators (table), 8.9
- option buttons, described and example, 3.6
- Owner field, about using to reassign activities, 12.21
P
- pages
-
- Send Page command, 11.2
- participant
-
- chart display, setting up default, 14.13.9
- email prompt, setting up, 14.13.6
- nonrecurring activities, removing from, 12.20
- Participant Availability subview
-
- about and using, 12.7
- participant chart display, setting up default, 14.13.9
- PDQ
-
- See predefined queries
- personal information manager (PIM) server, about using to synchronize, 10.3
- personalization
-
- screen tabs, showing or hiding, 14.12
- view tabs, showing or hiding, 14.12
- plus sign (+), using in Explorer view, 4.18
- predefined mapping, about using to import, 11.6
- predefined queries
-
- about and example, 8.1.1
- modifying, 8.11
- primary employee, about deleting activities from the calendar, 12.14
- printing
-
- by running reports, 5.10
- calendar, 12.28
- calendar, Internet Explorer settings for, 2.4
- quick print, 5.10
- records, 5.10
- using Web browser, 5.10
Q
- queries
-
- about, 8.1
- blank spaces, use of, 8.11
- calendar, running for activities in, 12.27
- canceling, 8.5
- creating, 8.2
- default queries, about using, 8.7
- default queries, setting up, 14.7, 14.8
- deleting, 8.4
- drop-down list, about, 4.4, 8.2
- executing, 8.2
- keyboard shortcuts, table of, 15.3.3
- predefined, about and example, 8.1.1
- predefined, modifying, 8.11
- query operators, compound (table), 8.10
- query operators, simple (table), 8.9
- refining, 8.3
- report data, limiting, 11.1
- results list, about viewing, 8.11
- saving, 8.2
- saving using another name, 8.11
- telephone number, about, finding, and example, 8.8
- tips when creating and executing queries, 8.11
- user-defined queries, about, 8.2
- Query Assistant
-
- about and using, 8.6
- Query By Example, 8.2
- quick fill
-
- deleting templates, 14.14
- inactivating templates, 14.14
- reactivating templates, 14.14
- renaming templates, 14.14
- using to create records, 5.2
- quick print
-
- button, 4.4
- changing Web browser security for, 2.5
- setting up preferences, 14.4
- using, 5.10
- QuickStart agent
-
- about, 2.2
- enabling, 2.2
R
- radio buttons, described and example, 3.6
- record count, 5.12
- record navigation buttons, about and figure, 4.16.2
- records, working with
-
- about, 3.1
- about entering characters to find, 7.4
- accessing record information, 5.13
- advanced sort, performing, 5.22
- application-level menu, using to create a record, 5.1
- associating records using shuttle dialog box, 7.3
- associating records using single selection dialog box, 7.2
- canceling changes, 5.7
- column size changes, saving, 5.24
- Columns Displayed dialog box, button descriptions (table), 5.21
- columns, changing display of, 5.21
- columns, locking, 5.23
- columns, resizing, 5.24
- deleting a record using the application-level menu, 5.8
- deleting records using the menu button, 5.8
- duplicate records, merging, 5.17
- editing a record, 5.4
- existing record, copying, 5.3
- file, attaching to a record, 5.19
- file, attaching using drag-and-drop, 5.19
- file, attaching using the New File button, 5.19
- files, attaching using the New URL button, 5.20
- flagging records, procedure and figure, 5.15
- hyperlinks, using, 5.11
- menu button, creating a record using, 5.1
- merging records, 5.13.1
- multiple records, changing, 5.5
- New button, using to create a record, 5.1
- new records, about identifying, 5.14
- notes, attaching to records, 5.16
- printing, 5.10
- records, about creating, 5.1
- shortcuts, creating, 11.5
- sorting on one column, 5.22, 5.22
- specific record, finding in a selection dialog box, 7.4
- spell checking, 5.18
- subview, about using (figure), 4.12.3
- URLs, attaching to records, 5.20
- reports
-
- about and accessing, 11.1
- button, 4.4
- controls, described (table), 11.1
- queries, role of, 11.1
- running, 11.1
- responsibilities
-
- about, 2.3
S
- Sample database, about, 2.1.1
- Save All button, about using, 12.17
- Save This One button, about using, 12.17
- saving
-
- data, methods to, 5.6
- recurring activities, 12.17
- screen tab, 4.10
- screens
-
- about, 4.10
- drop-down arrow, 4.13
- home pages, 4.11
- order of screen tab appearance, changing, 14.12
- setting up default view for, 14.12
- showing or hiding screen tabs, 14.12
- tabs, about, 4.10
- scroll bars
-
- horizontal, described, 4.15.2
- vertical, described and using, 4.15.1
- search
-
- button, about, 4.4
- defining proximity, 14.6
- Find/Replace function, using, 11.3
- references, 14.6
- select buttons
-
- about, 7.1
- described and using example, 3.8
- multiple, 3.8
- single, 3.8
- selection dialog box
-
- Find drop-down list, about using, 7.4
- launching, 7.1
- record, finding a specific record, 7.4
- shuttle, 7.1
- single, 7.1
- using shuttle dialog box to associate records, 7.3
- using single selection to associate records, 7.2
- using, about, 7, 8
- Send Email command
-
- about, 11.2
- attached items, viewing list of all, 11.2
- Send Fax command, about, 11.2
- Send Page command, about, 11.2
- Send Wireless message command, about, 11.2
- short form, described, 4.16
- shortcuts, creating, 11.5
- show more button, described, 4.15.3
- shuttle dialog box
-
- using to associate records, 7.3
- Siebel application
-
- exiting, 2.8
- Siebel application toolbar
-
- See toolbar
- Siebel bookmarks (URL), adding to email or document, 11.4
- Siebel shortcut, creating, 11.5
- simple query operators (table), 8.9
- single selection dialog box
-
- using to associate records, 7.2
- Site Map
-
- button, about, 4.4
- described, 4.5
- using to navigate to screens, 4.5
- snooze time for alarms
-
- default, setting, 14.13.5
- snoozing an alarm, 12.25
- sorting
-
- about, 5.22
- advanced sort, performing, 5.22
- on one column, 5.22, 5.22
- spell checking
-
- defaults, setting, 14.9
- outgoing messages, automatically checking, 14.9
- spell checking records, about, 5.18
- startup view, setting up, 14.3
- stepping off the record, saving data, 5.6
- Strict Date Format
-
- User Preferences, 3.10
- subview, about, 4.12.3
- synchronizing data
-
- about and example, 10.1
- initiating, 10.2.1
- personal information manager (PIM) server, 10.3
- process, reason to synchronize, 10.1
- user preferences, about setting up, 14.15
- system administrator
-
- responsibilities, 2.3
T
- tasked-based cancel button
-
- described, 9.3
- tasked-based next button
-
- described, 9.3
- tasked-based next/finish button
-
- described, 9.3
- tasked-based pause button
-
- described, 9.3
- tasked-based previous button
-
- described, 9.3
- tasks
-
- button, 4.4
- completing with iHelp, 6.2
- telephone number, querying, 8.8
- templates, quick fill, 5.2
- text editor
-
- about and using, 3.3.1
- text fields
-
- about and using, 3.3
- characters and numbers, amount allowable, 3.3
- gray background, about, 3.3
- text editor, about and using, 3.3.1
- text fields, about using, 3.3
- third-party application
-
- about using personal information manager (PIM) server, 10.3
- thread bar
-
- described, 4.9
- drilling across, 4.9, 5.11
- time zone
-
- and alarms, 14.2
- setting a default, 14.2
- time zone, changing in calendar, 12.26
- To Do list
-
- about and viewing, 12.2
- activities, adding to list, 12.12
- completed, marking as, 12.16
- toolbar
-
- application, buttons, 4.4
- application, described and location, 4.4, 4.4
- HTML Editor, button descriptions (table), 11.3
U
- Undo Record, using, 5.7
- URLs
-
- email or document, adding to, 11.4
- New URL button, using to attach URLs to record, 5.20
- records, attaching URLs to, 5.20
- user preferences
-
- alarm snooze time, setting default, 14.13.5
- alarms, setting default alarm times, 14.13.4
- alarms, turning on default alarms for all calendar activities, 14.13.3
- another user's calendar, setting up as your default, 14.13.8
- calendar activity duration, setting default, 14.13.2
- calendar day, changing length of, 14.13.1
- calendar view, setting up default, 14.13.7
- email, specifying edit mode of outgoing email, 14.5
- meeting email prompt, setting up, 14.13.6
- message bar, customizing, 14.10
- participant chart display, setting up default, 14.13.9
- Profile view, about availability fields, 14.16
- queries, setting up default queries, 14.7, 14.8
- quick print, setting up, 14.4
- screen tabs, changing order of appearance, 14.12
- screen tabs, showing or hiding, 14.12
- screen, setting up default view for, 14.12
- search, 14.6
- spell checking defaults, setting, 14.9
- spell checking outgoing messages, 14.9
- startup view, setting up, 14.3
- synchronization user preferences, about setting up, 14.15
- time zone, setting a default time zone, 14.2
- view tabs, changing order of appearance, 14.12
- view tabs, showing or hiding, 14.12
- weekly calendar view, setting up default, 14.13.7
- user-defined queries, about, 8.2
V
- vertical scroll bars
-
- described and using, 4.15.1
- Viewing Saved Queries, 14.8
- views
-
- about, 4.12.2
- link bar, about, 4.12.2.1, 4.14
- not available, 4.12.2
- order of view tab appearance, changing, 14.12
- showing or hiding view tabs, 14.12
- tabs hidden, 4.12.2
- tabs, about, 4.12.2
- visibility, about, 2.3
W
- Web browser
-
- back, 2.6
- changing security for quick print, 2.5
- forward, 2.6
- history, 2.6
- Weekly views
-
- about, 12.2
- activities, adding to view, 12.11
- activities, viewing, 12.10
- default view, setting up, 14.13.7
- wireless devices, sending message to, 11.2