Rendering Signatures in the UI

New topic. Describes how to dynamically render migrated or Siebel Open UI signatures in the UI.

Configuring the Digital Migration Service for Signatures

Updated topic. Describes how to configure the digital migration service for signatures where the signatures are stored in tables other than the (default) S_ACT_SIGN table.

Configuring the Digital Migration Service for Signatures

New topic. Describes how to configure the digital migration service for signatures when migrating high interactivity signatures to Siebel Open UI.

Planning Calls in the Call Planning Screens

Switching to Reporting Mode in the Account Contacts Call Planning Screen

Modified topics. The following buttons are now available above the Call Planning calendar grid (Gantt Chart): 2, 4, M/D, Save Template, Apply Template, and Go To Reporting.

Customizing the Call Planning Calendar

New topic. You can customize the Call Planning Calendar grid (Gantt Chart) in Siebel CRM by navigating to the User Preferences screen, then the Calendar view.

Creating a Literature Record and Attaching a Thumbnail Image

New topic. This topic was previously in Siebel Mobile Guide: Connected.

Creating Messaging Plans

Modified topic. When creating a new messaging plan, you can configure the following fields as required for the PCD Viewer: Disable Menu Bar, Disable Navigation Bar, Enable Direct Launch, Disable Response.

The Allow Personalization check box is new for Siebel Innovation Pack 2015.

Personalizing Messaging Plans

New topic. Describes how to create and modify personalized messaging plans.

Showing Presentations Using the PCD Viewer 

New topic. The Detail button is available in the following screens in Siebel Life Sciences applications: Contacts, Accounts, Call Activities (from the Account Call and Contact Call subviews), and Messaging Plans.

During a presentation, you can view the list of contacts who are attending and add more contacts who join during the presentation session.

Recording Responses to Presentations 

New topic. You can capture feedback for each contact who attends a presentation (for contact calls only). Provided that you have not submitted the presentation feedback, you can suspend or save the presentation feedback and return to the presentation later to finish entering all feedback.

PCD Viewer APIs

New topic. This topic was previously in Siebel Mobile Guide: Connected.

Enabling or Disabling Siebel Open UI for Siebel Pharma

New topic. To enable or disable Siebel Open UI for Siebel Pharma, you must configure the EnableOpenUI parameter for the ePharmaObjMgr_enu Object Manager.

Upgrading Workflows for Sample Transaction Management and Signature Capture in Siebel Open UI

New topic. It describes how to upgrade the workflows required for managing sample transactions and capturing electronic signatures in Siebel Open UI.

Configuring Signature Capture

Workflows for Sample Transaction Management and Signature Capture in Siebel Open UI

Configuring the Signature Applet in Siebel Open UI

Customizing Applets to Capture Signatures in Siebel Open UI

Modified topics. They list the workflows that must be upgraded and activated to manage sample transactions and capture electronic signatures in Siebel Pharma for Siebel Open UI. Two examples are included showing how to configure signature capture in Siebel Open UI.

Migrating Signatures from High Interactivity to Siebel Open UI

Obsolete topic. This topic was replaced by Configuring the Digital Migration Service for Signatures.

Format for Validation Rule N User Property in LS Pharma Validation Service

New topic. It describes the format for the Validation Rule n user property in the LS Pharma Validation Service.

Action BC User Properties

New topic. It describes the user properties that apply to the LS Pharma Calendar business component.