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Siebel CRM Siebel Mobile Guide: Connected
Siebel Innovation Pack 2016, Rev. C
E52426-01
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A  B  C  D  E  F  H  I  J  L  M  N  O  P  Q  R  S  T  U  V  W 

A

about UI themes, Aurora and Zante, 4.2.6
account affiliations, modifying for contacts in Siebel Pharma, 5.4.7
account records, attaching files and URLS to, 5.3.8
account relationships, modifying for accounts in Siebel Pharma, 5.3.7
account teams
modifying for accounts in Siebel Finance, 9.2.8
modifying for accounts in Siebel Sales, 7.1.7
accounts
displaying details for in Siebel Consumer Goods, 6.4.1
displaying details for in Siebel Field Service, 8.4.1
displaying details for in Siebel Finance, 9.2.1
displaying details for in Siebel Pharma, 5.3.1
displaying details for in Siebel Sales, 7.1.1
displaying needs analysis for, 9.2.2
managing for Siebel Consumer Goods, 6.4
managing for Siebel Field Service, 8.4
managing for Siebel Finance, 9.2
managing for Siebel Pharma, 5.3
managing for Siebel Sales, 7.1
modifying information for in Siebel Consumer Goods, 6.4.2
modifying information for in Siebel Finance, 9.2.3
modifying information for in Siebel Pharma, 5.3.2
modifying information for in Siebel Sales, 7.1.2
activities
accepting or declining in Siebel Field Service, 8.2.4
displaying details for in Siebel Field Service, 8.2.1
displaying details for in Siebel Finance, 9.8.1
displaying details for in Siebel Sales, 7.7.1
managing for Siebel Field Service, 8.2
managing for Siebel Finance, 9.8
managing for Siebel Sales, 7.7
modifying for accounts in Siebel Finance, 9.2.7
modifying for accounts in Siebel Sales, 7.1.6
modifying for contacts in Siebel Finance, 9.3.9
modifying for opportunities in Siebel Finance, 9.5.6
modifying for opportunities in Siebel Sales, 7.4.7
modifying for service requests in Siebel Field Service, 8.3.2
modifying information for in Siebel Finance, 9.8.2
modifying information for in Siebel Sales, 7.7.2
parts and tools, ordering, 8.2.2
parts and tools, verifying, 8.2.2
scheduling and viewing from the home page, 9.1.1
viewing for households in Siebel Finance, 9.6.5
activity
information, viewing from Siebel Field Service home page, 8.1.2
addresses
modifying for accounts in Siebel Consumer Goods, 6.4.4
modifying for accounts in Siebel Finance, 9.2.6
modifying for accounts in Siebel Pharma, 5.3.5
modifying for accounts in Siebel Sales, 7.1.5
modifying for contacts in Siebel Consumer Goods, 6.3.3
modifying for contacts in Siebel Finance, 9.3.6
modifying for contacts in Siebel Pharma, 5.4.4
modifying for contacts in Siebel Sales, 7.2.5
modifying for households in Siebel Finance, 9.6.8
application setup, process for Siebel Mobile, 3.1
applications
displaying details for in Siebel Finance, 9.4.1
managing for accounts in Siebel Finance, 9.2.12
managing for contacts in Siebel Finance, 9.3.12
appointments
scheduling in Siebel Field Service, 8.1.3
archive MAA file, for Siebel Mobile, 4.12.1, 4.12.4
assessments
modifying for calls in Siebel Consumer Goods, 6.2.10
asset readings
capturing for activities in Siebel Field Service, 8.2.7, 8.2.8
assets
displaying details for in Siebel Field Service, 8.8.1
managing for Siebel Field Service, 8.8
service requests, viewing in Siebel Field Service, 8.8.5
viewing for accounts in Siebel Field Service, 8.4.4
attachment information
modifying for accounts in Siebel Pharma, 5.3.8
modifying for contacts in Siebel Pharma, 5.4.9
attachments
managing the download of, 4.12.10
using in Siebel Mobile, 4.9
attendees, modifying for calls in Siebel Pharma, 5.2.3
availability, viewing for parts in Siebel Field Service, 8.5.2

B

balance history, viewing for financial accounts in Siebel Finance, 9.7.3
barcode data
scanning for activity parts in Siebel Field Service, 8.2.12
using to search for records in Siebel Mobile, 4.8.1
barcodes, scanning in Siebel Mobile, 4.8
best times
modifying for contacts in Siebel Consumer Goods, 6.3.4
modifying for contacts in Siebel Pharma, 5.4.5
browser cache
checking size, 3.10.4
clearing, 3.10.3
Button Tablet navigation control, setting, 4.5.2

C

CalDAV
publishing, about, 4.12.12
publishing, setup on Android device, 4.12.12.3
publishing, setup on iOS device, 4.12.12.1
call electronic signature, capturing in Siebel Pharma, 5.2.10
call items, modifying for calls in Siebel Consumer Goods, 6.2.5
call planning
calendar, customizing in Siebel CRM, 5.1.3
information, viewing from Siebel Pharma home page, 5.1.1
call planning information
viewing from the Siebel Consumer Goods home page, 6.1.1
calls
displaying details for in Siebel Consumer Goods, 6.2.1
displaying details for in Siebel Pharma, 5.2.1
ending in Siebel Consumer Goods, 6.2.3
managing for Siebel Consumer Goods, 6.2
managing for Siebel Pharma, 5.2
modifying for accounts in Siebel Consumer Goods, 6.4.14
modifying for accounts in Siebel Pharma, 5.3.4
modifying for contacts in Siebel Pharma, 5.4.3
modifying information for in Siebel Consumer Goods, 6.2.4
modifying information for in Siebel Pharma, 5.2.2
scheduling from Siebel Pharma home page, 5.1.2, 8.1.3
scheduling from the Siebel Consumer home page, 6.1.2
starting in Siebel Consumer Goods, 6.2.2
submitting for processing in Siebel Pharma, 5.2.11
CardDAV
dynamic mapping, setup, 4.12.13
publishing, about, 4.12.12
publishing, setup on Android device, 4.12.12.3
publishing, setup on iOS device, 4.12.12.2
check boxes, customizing, 4.2.9
checking the browser cache size, 3.10.4
clearing the browser cache, 3.10.3
cogwheel icon, in mobile applications, 4.3.6
component groups, enabling for Siebel Mobile, 3.6
contact affiliations, modifying for accounts in Siebel Pharma, 5.3.6
contact records, attaching files and URLS to, 5.4.9
contact relationships, modifying for contacts in Siebel Pharma, 5.4.8
contact teams
modifying for contacts in Siebel Finance, 9.3.5
modifying for contacts in Siebel Sales, 7.2.4
contacts
displaying details for in Siebel Consumer Goods, 6.3.1
displaying details for in Siebel Finance, 9.3.1
displaying details for in Siebel Pharma, 5.4.1
displaying details for in Siebel Sales, 7.2.1
displaying needs analysis for, 9.3.2
managing for Siebel Consumer Goods, 6.3
managing for Siebel Finance, 9.3
managing for Siebel Pharma, 5.4
managing for Siebel Sales, 7.2
modifying for accounts in Siebel Consumer Goods, 6.4.3
modifying for accounts in Siebel Finance, 9.2.4
modifying for accounts in Siebel Pharma, 5.3.3
modifying for accounts in Siebel Sales, 7.1.3
modifying for activities in Siebel Finance, 9.8.3
modifying for activities in Siebel Sales, 7.7.3
modifying for households in Siebel Finance, 9.6.3
modifying for opportunities in Siebel Finance, 9.5.3
modifying for opportunities in Siebel Sales, 7.4.3
modifying information for in Siebel Consumer Goods, 6.3.2
modifying information for in Siebel Finance, 9.3.3
modifying information for in Siebel Pharma, 5.4.2
modifying information for in Siebel Sales, 7.2.2
viewing for accounts in Siebel Field Service, 8.4.2
copying mobile applications, 3.9
customer calls
conducting in Siebel Pharma, 5.7.2
planning and preparing for in Siebel Pharma, 5.7.1

D

deleting mobile applications, 3.9
disabling private browsing, 3.10.2
displaying location details
about, 4.6
using Pin icon in list view, 4.6.2
drop-down lists, selecting, 4.2.7
dynamic mapping, for CardDAV, 4.12.13

E

electronic signatures
capturing for calls, 5.2.10
capturing for invoices, 8.2.18
employees
modifying for activities in Siebel Finance, 9.8.4
modifying for activities in Siebel Sales, 7.7.4
enabling, private browsing, 3.10.2
entitlements
viewing for accounts in Siebel Field Service, 8.4.5
expense tracker, modifying for activities in Siebel Field Service, 8.2.14
external applications, starting from a mobile application, 4.10

F

fields, selecting, 4.2.7
financial accounts
displaying details for in Siebel Finance, 9.7.1
managing for Siebel Finance, 9.7
viewing for accounts in Siebel Finance, 9.2.9
viewing for contacts in Siebel Finance, 9.3.7
viewing for households in Siebel Finance, 9.6.7
financial applications
managing for Siebel Finance, 9.4

H

home page
accessing new records from, 9.1.2
reviewing charts on, 9.1.3
reviewing opportunities from, 9.1.4
scheduling and viewing activities on, 9.1.1
scheduling Siebel Field Service personal appointments, 8.1.3
scheduling Siebel Pharma calls on, 5.1.2
using for Siebel Consumer Goods, 6.1
using for Siebel Field Service, 8.1
using for Siebel Finance, 9.1
using for Siebel Pharma, 5.1
viewing Siebel Pharma calls on, 5.1.1, 8.1.2
host server, resetting for Siebel Mobile, 4.12.9
host server, setup for Siebel Mobile, 4.12.5
households
displaying details for in Siebel Finance, 9.6.1
managing for Siebel Finance, 9.6
modifying information for in Siebel Finance, 9.6.2

I

inline editing, 4.2.8
interview sessions, workflows for, 10.1
inventory
displaying details for in Siebel Consumer Goods, 6.8.1, 6.9.1
managing for Siebel Consumer Goods, 6.8
reconciling in Siebel Consumer Goods, 6.8.3
recording van information for in Siebel Consumer Goods, 6.8.2, 6.9.2
invoice electronic signature, capturing in Siebel Field Service, 8.2.18
invoices
creating from activity (Siebel Field Service), 8.2.16
displaying details for in Siebel Field Service, 8.7.1
managing for Siebel Field Service, 8.7
printing, 8.7.3
printing activity, 8.2.17
printing for a service request, 8.3.5
viewing for service requests in Siebel Field Service, 8.3.4

J

JavaScript
enabling for Safari, 3.10.1

L

Launchpad Tablet navigation control, setting, 4.5.2
leads
converting to opportunities (Siebel Finance), 9.9.4
converting to opportunities (Siebel Sales), 7.3.4
displaying details for in Siebel Finance, 9.9.1
displaying details for in Siebel Sales, 7.3.1
managing for Siebel Finance, 9.9
managing for Siebel Sales, 7.3
modifying information for in Siebel Finance, 9.9.2
modifying information for in Siebel Sales, 7.3.2
line items
modifying for orders in Siebel Consumer Goods, 6.6.3
modifying for orders in Siebel Field Service, 8.6.3
modifying for orders in Siebel Sales, 7.6.3
modifying for quotes in Siebel Sales, 7.5.3
modifying for return orders in Siebel Consumer Goods, 6.7.3, 6.9.3
viewing for invoices in Siebel Field Service, 8.7.2
linking records to your selected record, 4.3.2
lists, displaying data in, 4.2.10
literature, adding to calls in Siebel Pharma, 5.2.8
location details
about displaying, 4.6
displaying using Pin icon in list view, 4.6.2
logging in to mobile applications, 4.1
logging out of mobile applications, 4.13

M

managing records in mobile applications
bookmarking information, 4.3.9
columns display, formatting, 4.3.10
creating records, 4.3.1
deleting records, 4.3.5
linking records to your selected record, 4.3.2
modifying records, 4.3.4
number of records displayed on mobile devices, configuring, 4.3.11
record summary information, reviewing, 4.3.7
searching for records, 4.3.3
measurements, viewing for assets in Siebel Field Service, 8.8.2
merchandising audits, modifying for calls in Siebel Consumer Goods, 6.2.7
messages, reviewing notifications, 4.4
messaging plans
displaying details for in Siebel Pharma, 5.5.1
managing for Siebel Pharma, 5.5
MIT license, for printing invoices in Siebel Field Service, 2.5
mobile application cache, clearing on iOS and Android device, 4.12.8
mobile application records
configuring number of records displayed on mobile devices, 4.3.11
deleting, 4.3.5
displaying the total number of, 4.3.8
formatting the column display for, 4.3.10
linking, 4.3.2
modifying, 4.3.4
reviewing summary information for, 4.3.7
searching for, 4.3.3
mobile application settings
about, 4.5
configuring behavior settings, 4.5.2
configuring notification settings, 4.5.3
configuring user profile image, Settings icon, 4.5.1
mobile application users, assigning responsibilities to, 3.7

N

native device features, integrating with Siebel Mobile, 4.12
navigating mobile applications
in landscape mode, 4.2.4
in portrait mode, 4.2.5
user interface, 4.2
navigation control, setting, 4.5.2
New File link
using to attach files to account records, 5.3.8
using to attach files to contact records, 5.4.9
New URL link
using to attach URLs to account records, 5.3.8
using to attach URLs to contact records, 5.4.9
notes
modifying for accounts in Siebel Consumer Goods, 6.4.6
modifying for calls in Siebel Consumer Goods, 6.2.9
modifying for contacts in Siebel Finance, 9.3.8
viewing for households in Siebel Finance, 9.6.4
notification
messages, reviewing, 4.4
settings, configuring for client, 4.5.3

O

object managers, adding for Siebel Mobile, 3.3
OPA
workflows, for interview sessions, 10.1
workflows, for Siebel Finance, 10.2
opportunities
converting leads to (Siebel Finance), 9.9.4
converting to quotes (Siebel Sales), 7.4.6, 7.5.5
displaying details for in Siebel Finance, 9.5.1
displaying details for in Siebel Sales, 7.4.1
managing for Siebel Finance, 9.5
managing for Siebel Sales, 7.4
modifying for accounts in Siebel Finance, 9.2.5
modifying for accounts in Siebel Sales, 7.1.4
modifying for contacts in Siebel Finance, 9.3.4
modifying for contacts in Siebel Sales, 7.2.3
modifying for leads in Siebel Finance, 9.9.3
modifying for leads in Siebel Sales, 7.3.3
modifying information for in Siebel Finance, 9.5.2
modifying information for in Siebel Sales, 7.4.2
reviewing from the home page, 9.1.4
viewing for households in Siebel Finance, 9.6.6
opportunity teams
modifying for opportunities in Siebel Finance, 9.5.7
modifying for opportunities in Siebel Sales, 7.4.8
orders
creating using the Auto Order link (Siebel Sales), 7.5.5
displaying details for in Siebel Consumer Goods, 6.6.1
displaying details for in Siebel Field Service, 8.6.1
displaying details for in Siebel Sales, 7.6.1
managing for Siebel Consumer Goods, 6.6
managing for Siebel Field Service, 8.6
managing for Siebel Sales, 7.6
modifying for accounts in Siebel Consumer Goods, 6.4.7
modifying for calls in Siebel Consumer Goods, 6.2.8
modifying for quotes in Siebel Sales, 7.5.4
modifying for service requests in Siebel Field Service, 8.3.3
modifying information for in Siebel Consumer Goods, 6.6.2
modifying information for in Siebel Field Service, 8.6.2
modifying information for in Siebel Sales, 7.6.2

P

part tracker
modifying for activities by scanning barcode data in Siebel Field Service, 8.2.12
modifying for activities in Siebel Field Service, 8.2.9
parts
displaying details for in Siebel Field Service, 8.5.1
managing for Siebel Field Service, 8.5
parts and tools, verifying and ordering for activities in Siebel Field Service, 8.2.2
PCD Viewer
about using, 5.6
recording responses to presentations using, 5.6.2
setting the server uncompression location system preference, 5.6.3
showing presentations using, 5.6.1
using, to record responses to presentations, 5.6.2
using, to show presentations, 5.6.1
personal appointments, scheduling in Siebel field Service, 8.1.3
predefined queries, accessing, 4.7
presentation detail, viewing for calls in Siebel Pharma, 5.2.9
presentations
recording responses to during calls, 5.6.2
showing during, 5.6.1
printing
activity invoices, 8.2.17
invoices, 8.7.3
service request invoices, 8.3.5
printing, from mobile applications, 4.11
privacy settings, configuring for native device features, 4.12.11
process, for setting up Siebel Mobile connected, 3.1
product details, modifying for calls in Siebel Pharma, 5.2.6
product distributions, modifying for accounts in Siebel Consumer Goods, 6.4.5
products
applying for products for accounts, in Siebel Finance, 9.2.11
applying for products for contacts, in Siebel Finance, 9.3.11
modifying for opportunities in Siebel Finance, 9.5.4
modifying for opportunities in Siebel Sales, 7.4.4
promotional items, modifying for calls in Siebel Pharma, 5.2.4

Q

quote teams, modifying for quotes in Siebel Sales, 7.5.6
quotes
creating using the Auto Quote link (Siebel Sales), 7.4.6
displaying details for in Siebel Sales, 7.5.1
managing for Siebel Sales, 7.5
modifying for opportunities in Siebel Finance, 9.5.5
modifying for opportunities in Siebel Sales, 7.4.5
modifying information for in Siebel Sales, 7.5.2

R

recommendations
applying for products for accounts in Siebel Finance, 9.2.11
applying for products for contacts in Siebel Finance, 9.3.11
viewing for accounts in Siebel Finance, 9.2.10
viewing for contacts in Siebel Finance, 9.3.10
recording responses to presentations, 5.6.2
records
adding, 4.3.1
creating new, 4.3.1
searching for by scanning barcode data in Siebel Mobile, 4.8.1
selecting, 4.2.7
reports
generating for activities (Siebel Field Service), 8.2.15
responsibilities, assigning to mobile application users, 3.7
retail audits
modifying for calls in Siebel Consumer Goods, 6.2.6
return orders
displaying details for in Siebel Consumer Goods, 6.7.1
managing for Siebel Consumer Goods, 6.7
modifying information for in Siebel Consumer Goods, 6.7.2
reviewing notifications, 4.4
route accounts, viewing for routes in Siebel Consumer Goods, 6.5.2
routes
displaying details for in Siebel Consumer Goods, 6.5.1
managing for Siebel Consumer Goods, 6.5

S

samples, modifying for calls in Siebel Pharma, 5.2.5
serialized parts
installing replacement in Siebel Field Service, 8.2.11
removing in Siebel Field Service, 8.2.10
service reports
generating for activities (Siebel Field Service), 8.2.15
service requests
displaying details for in Siebel Field Service, 8.3.1
managing for Siebel Field Service, 8.3
modifying for accounts in Siebel Field Service, 8.4.3
modifying for financial accounts in Siebel Finance, 9.7.2
viewing for assets in Siebel Field Service, 8.8.5
setting up Siebel Mobile connected applications, 3.1
settings
configuring mobile application, 4.5
configuring mobile application behavior, 4.5.2
configuring notification, 4.5.3
setup requirements, for Siebel Mobile, 3.2
shift breaks
starting and ending in Siebel Field Service, 8.9.3
shift details, displaying in Siebel Field Service, 8.9.1
shift POUs, starting or ending in Siebel Field Service, 8.9.4
shifts
managing for Siebel Field Service, 8.9
starting and ending in Siebel Field Service, 8.9.2
showing presentations during calls, 5.6.1
Siebel app
clearing the application cache, 4.12.8
configuring on Android device, 4.12.7
configuring on iOS device, 4.12.7
customizing, 4.12.1, 4.12.4
customizing application icons, 4.12.6
downloading and installing, 4.12.3
Siebel Application Object Manager parameters, setting for Siebel Mobile, 3.5
Siebel Mobile
about, 2.2
about displaying data in, 4.2.10
about inline editing, 4.2.8
about the cogwheel icon in, 4.3.6
accessing predefined queries in, 4.7
adding object managers for, 3.3
adding virtual directories for, 3.4
archive MAA file, 4.12.1, 4.12.4
configuring client settings for, 4.5
creating bookmarks in, 4.3.9
customizing, 3.8
customizing check boxes for, 4.2.9
displaying location details in, 4.6
enabling the component groups for, 3.6
host server setup for, 4.12.5
integrating with native device features, 4.12
logging in to, 4.1
logging out of, 4.13
managing records for, 4.3
MIT licensing for printing invoices in Siebel Field Service, 2.5
navigating the UI, 4.2
printing from, 4.11
requirements for setting up, 3.2
requirements for using, 2.3
resetting host server application list for, 4.12.9
reviewing notifications, 4.4
selecting fields, drop-down lists, and records in, 4.2.7
setting Siebel Application Object Manager parameters for, 3.5
setting the UI theme for, 4.5.2
setting the view transition in, 4.5.2
starting external applications from, 4.10
system requirements, 2.4
troubleshooting, 3.10
using attachments in, 4.9
using the PCD Viewer in, 5.6
Siebel Mobile Application Container (Siebel app)
configuring on Android device, 4.12.7
configuring on iOS device, 4.12.7
downloading and installing, 4.12.3
Siebel Mobile application for Siebel Consumer Goods
managing accounts for, 6.4
managing calls for, 6.2
managing contacts for, 6.3
managing inventory for, 6.8
managing orders for, 6.6
managing return orders for, 6.7
managing routes for, 6.5
performing daily tasks in, 6.10.1
performing supplemental tasks in, 6.10.2
using the home page for, 6.1
Siebel Mobile application for Siebel Field Service
managing accounts for, 8.4
managing activities for, 8.2
managing assets for, 8.8
managing invoices for, 8.7
managing orders for, 8.6
managing parts for, 8.5
managing service requests for, 8.3
managing shifts for, 8.9
task flows for, 8.10
using the home page for, 8.1
Siebel Mobile application for Siebel Finance
finance-related OPA workflows, 10.2
managing accounts for, 9.2
managing activities for, 9.8
managing applications for, 9.4
managing contacts for, 9.3
managing financial accounts for, 9.7
managing households for, 9.6
managing leads for, 9.9
managing opportunities for, 9.5
OPA workflows for interview sessions, 10.1
using the home page for, 9.1
Siebel Mobile application for Siebel Pharma
conducting customer calls, 5.7.2
managing accounts for, 5.3
managing calls for, 5.2
managing contacts for, 5.4
managing messaging plans for, 5.5
planning and preparing for customer calls, 5.7.1
task flows for, 5.7, 6.10
using the home page for, 5.1
Siebel Mobile application for Siebel Sales
managing accounts for, 7.1
managing activities for, 7.7
managing contacts for, 7.2
managing leads for, 7.3
managing opportunities for, 7.4
managing orders for, 7.6
managing quotes for, 7.5
Siebel Mobile connected, set up process, 3.1
Siebel Mobile navigation
Aurora and Zante UI themes, about, 4.2.6
control setting, 4.5.2
in landscape mode, 4.2.4
in portrait mode, 4.2.5
Siebel Mobile records
creating, 4.3.1
managing, 4.3
state licenses, modifying for contacts in Siebel Pharma, 5.4.6
substitutes, viewing for parts in Siebel Field Service, 8.2.3

T

tables, displaying data in, 4.2.10
task flow information
displaying for activities in Siebel Field Service, 8.2.5
tasks
flows in Siebel Consumer Goods, 6.10
flows in Siebel Field Service, 8.10
flows in Siebel Pharma, 5.7
performing daily in Siebel Consumer Goods, 6.10.1
performing supplemental in Siebel Consumer Goods, 6.10.2
recording completion of for activities in Siebel Field Service, 8.2.6
tiles, displaying data in, 4.2.10
time tracker, modifying for activities in Siebel Field Service, 8.2.13
transactions, viewing for financial accounts in Siebel Finance, 9.7.4
troubleshooting your mobile application, 3.10

U

UI theme, setting for mobile applications, 4.5.2
UI themes, Aurora and Zante, 4.2.6

V

validation results, viewing for calls in Siebel Pharma, 5.2.7
view transition, setting for mobile applications, 4.5.2
virtual directories, adding for mobile applications, 3.4

W

warranties, viewing for assets in Siebel Field Service, 8.8.4
workflows
FINS Application Capture Main Workflow, 10.2.3
FINS Needs Analysis Account Main Workflow, 10.2.1
FINS Needs Analysis Contact Main Workflow, 10.2.2
OPA, for interview sessions, 10.1
OPA, for Siebel Finance, 10.2