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 Fundamentals, Innovation Pack 2015

2 Getting Started with Your Siebel Application

• Logging Into Your Siebel Application
  • About the Demo Application
  • About the Home Page
• Enabling QuickStart Agent for the Siebel Mobile Web Client
• About Access and Responsibilities in the Siebel Application
• Setting Internet Explorer Options for Calendar Printing
• Changing Browser Security Levels
• Using Web Browser Back, Forward, History, and Refresh Functions
• Using the Inbox
• Exiting the Siebel Application

3 About Records, Fields, and Field Controls

• About Records
• About Fields
  • Required Fields
  • Read-Only Fields
  • Maximum Number of Characters
• About Text Fields
  • Using the Text Editor
• About Field Controls
• About Check Boxes
• About Option Buttons
• About Drop-Down Lists
• Field Control Buttons
• About the Currency Calculator
• About the Calendar Control

4 About the User Interface

• About Siebel Application Window Components
• About the Application-Level Menu
• About the Branding Area in the User Interface
• About the Application Toolbar
• About the Site Map
• About the Action Pane
• About the Search Center
• About Case and Accent Insensitive Query
• About the Thread Bar in the User Interface
• About Screens in the User Interface
• About Screen Home Pages
• About Views and Subviews in the User Interface
  • About Using the Visibility Filter in Lists
  • About View Tabs in the User Interface
    • Link Bar
  • About Subviews in the User Interface
• About Using the Drop-Down Arrow for Screen Navigation
• About the Link Bar in the User Interface
• About Lists in the User Interface
  • About Vertical Scroll Bars in Lists
  • About Horizontal Scroll Bars in Lists
  • About Show More and Show Less Buttons in Lists
• About Forms in the User Interface
  • About Drilldown and Dynamic Toggles in List Applets
  • About Record Navigation Buttons in Forms
• About Charts in the User Interface
  • Saving Charts
• About Explorer Views in the User Interface
• About Common Buttons in Lists and Forms in the User Interface
• About the Message Bar in the User Interface

5 Common Record Tasks

• Creating Records
• Using Quick Fill to Create Records
• Copying Records
• Editing Records
• Changing Multiple Records
• Saving Data
• Canceling Changes
• Deleting Records
• Associating Records
• Printing Records
• Using Record Hyperlinks
• 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
• Spell Checking Fields
• Attaching Files to Records
• Attaching URLs to Records
• Organizing Columns in a List
• Sorting Records in a List
• Locking Columns in a List
• Resizing Columns

6 Using iHelp

• About iHelp
• Using iHelp to Complete Tasks
• Using the iHelp Map

7 Using Selection Dialog Boxes

• Launching Selection Dialog Boxes
• Associating Records Using a Single Selection Dialog Box
• Associating Records Using a Shuttle Dialog Box
• Finding Records in a Selection Dialog Box
• Querying for Records in a Selection Dialog Box

8 Using Query to Locate Information

• About Querying
  • Predefined Queries
  • Case and Accent Insensitive Queries
• Creating, Executing, and Saving Queries
• 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
• Query Tips

9 Using Task UI

• About Task User Interface
• Using Task UI
• Navigational Buttons for Task UI

10 Synchronizing Data

• About Database Synchronization
• Illustration of a Synchronization Process
  • Explanation of Callouts
• About Synchronizing with a Personal Information Manager Server

11 Sharing Information

• Running Reports
• Emailing, Faxing, Paging, and Wireless Messaging
  • Using the Send Email Command
• Using the HTML Editor
• Creating Siebel Bookmarks
• Creating Shortcuts to Siebel Records
• Importing Data
• Exporting Data

12 Using the Calendar

• About the Calendar
• About Calendar Views
• About Viewing Activities
• About Calendar Activity Defaults
• About Recurring Activity Defaults
• About Calendar Activity Fields
• About Using the Participant Availability Subview
• About Using Group Calendars
• About Using Alarms for Activities
• Viewing Calendar Activities
• Adding Activities to the Calendar
• Adding To Do Activities to the To Do List
• Creating Recurring Calendar Activities
• Deleting Calendar Activities
• Deleting Recurring Calendar Activities
• Marking To Do Activities Complete
• Changing Calendar Activities
• Rescheduling Activities
• Adding Participants to Activities
• Removing Participants from Activities
• Reassigning Activities
• Granting Access to Your Calendar
• Viewing Other Users' Calendars
• Setting Alarms
• Snoozing and Dismissing Alarms
• Changing the Date
• Querying Your Calendar
• Printing Your Calendar

13 Customizing Home Pages

• About Home Page Controls
• Editing the Layout of the Home Page

14 Setting User Preferences

• About User Preferences
• Setting Time Zone Preferences
• Setting a Startup View
• Setting Quick Print Options
• Setting Outbound Communications Preferences for Send Email
• Setting Search Preferences
• Setting Up Default Queries
• Viewing Saved Queries
• Changing Default Spell Check Options
• Customizing Aspects of the Message Bar
• Setting Up View Links for Screen Home Pages
• Showing, Hiding, and Reordering Screen and View Tabs
• Customizing Aspects of the Calendar
  • Changing the Length of the Calendar Day
  • Setting Up Default Calendar Activity Durations
  • Turning On Alarms for All Calendar Activities
  • Setting Up Default Alarm Lead Times
  • Setting Up Default Alarm Snooze Times
  • Setting Up Meeting Email Notification Prompts
  • Setting Up Default Calendar Views
  • Setting Up Another User's Calendar as Your Default Calendar
  • Setting Up Default Participant Availability Subviews
• Maintaining Quick Fill Templates
  • Adding Quick Fill Templates Options in an Applet Menu
• About Setting Up Synchronization Preferences
• About Status Fields in the Profile View

15 Using Keyboard Shortcuts

• About Keyboard Shortcuts
• About Modes of Operation for Keyboard Shortcuts
  • Extended Mode
  • Basic Mode
• Keyboard Shortcuts
  • Data Management Keyboard Shortcuts
  • Record Navigation Keyboard Shortcuts
  • Query Management Keyboard Shortcuts
  • General Navigation Keyboard Shortcuts
  • Layout Management Keyboard Shortcuts
  • Online Help Keyboard Shortcuts
  • Communication Management Keyboard Shortcuts
  • Application Management Keyboard Shortcuts

Index