Configuring Siebel Business Applications > Configuring the Customer Dashboard > Modifying the Appearance and Layout of the Customer Dashboard >

Options to Update the Customer Dashboard

This topic describes optional configurations you can define to update the Customer Dashboard. It includes the following information:

• Configuring a Button to Update the Customer Dashboard
• Configuring Communications Events to Update the Customer Dashboard
• Configuring SmartScript to Update the Customer Dashboard
• Using Siebel Visual Basic or Siebel eScript to Update Information in the Customer Dashboard
• Using Personalization to Update the Customer Dashboard

Overview of Updating the Customer Dashboard

Information in the Customer Dashboard can be updated in multiple ways, including the following:

• Selected Record. After choosing a record in a view, 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. Siebel CRM updates the Customer Dashboard with data from fields in the primary business component that the view references. It updates fields in the dashboard with data from the business component record.
• Communications event. When the user accepts an incoming call, Siebel CRM can enter contact information from the caller into the Customer Dashboard. For more information, see Configuring Communications Events to Update the Customer Dashboard.
• SmartScript answer. Siebel CRM can enter the answer to a question from a SmartScript into the Customer Dashboard. For more information, see Configuring SmartScript to Update the Customer Dashboard.
• Scripts. You can use Siebel Visual Basic or Siebel eScript to update information in the Customer Dashboard or pull information from the Customer Dashboard. For more information, see Using Siebel Visual Basic or Siebel eScript to Update Information in the Customer Dashboard.
• Personalization. You can use personalization to update information in the Customer Dashboard or pull information from the Customer Dashboard For more information, see Using Personalization to Update the Customer Dashboard.
• Search Center results. If Siebel CRM cannot identify the customer from an inbound call, then the user can search for the contact in the Search Center, and then update the dashboard manually as described earlier.