Configuring Siebel Business Applications > Configuring the Customer Dashboard >

Overview of the Customer Dashboard

The Customer Dashboard is a feature that provides access to customer information, such as contact name and account number. It remains persistent as the user navigates through Siebel CRM. The Customer Dashboard is displayed as part of the Communications Panel in the Siebel client. For more information, see Siebel Fundamentals and Siebel CTI Administration Guide.

Note the following:

• Siebel CRM updates the Customer Dashboard based on user actions or software events. The user can either select Update Customer Dashboard in the View menu to open the dashboard with updated information, or open the Communications Panel manually and then click Update in the Customer Dashboard to update the dashboard. For more information, see Options to Update the Customer Dashboard.
• This information remains in the Customer Dashboard until Siebel CRM runs the Clear Dashboard command.
• During a session, Siebel CRM saves all of the data that it displays in the Customer Dashboard. The user can use the Forward and Backward buttons to display this stored data.
• You can configure a button on an applet that updates the Customer Dashboard with information from the currently chosen row in an applet. For more information, see Configuring a Button to Update the Customer Dashboard.
• You can configure the Customer Dashboard to display data from any business component.
• For the Customer Dashboard, the following label names are predefined: Label 1, Label 2, Label 3, Label 4, Label 5, Label 6, and Label Time. The following field names are predefined: Field 1, Field 2, Field 3, Field 4, Field 5, Field 12, and Field Time. Only these labels and fields can be modified. To map new fields, you must modify the Siebel Web template file, CCAppletDashboard.swt. See also Mapping a Business Component Field to a Customer Dashboard Field.

Object Types That the Customer Dashboard Uses

Table 70 describes the object types that the Customer Dashboard uses. All object types use Persistent Customer Dashboard in the Name property except the Business Service Method object type. For example, the Customer Dashboard references the Persistent Customer Dashboard virtual business component. This business component references the Persistent Customer Dashboard business object.