Index

A B C D E F G H I K L M N O P Q R S T U V W

A

About Record feature

about, 6.13

and merging records, 6.13.1

accessibility, in the Web application, 19.1

Accessible Rich Internet Applications, about keyboard navigation in, 19.2

Action Pane, about, 3.13

activities

about defaults for, 13.5

about defaults for recurring, 13.6

about viewing, 13.4

adding contacts to, 13.16

adding employees to, 13.16

adding in the To Do list, 13.12

adding participants to, 13.16

adding to calendar, 13.8

changing, 13.14

changing recurring to nonrecurring, 13.10

creating recurring in calendar, 13.10

deleting from calendar, 13.9

deleting recurring in calendar, 13.11

reassigning, 13.18

removing employees and contacts from, 13.17

removing participants from, 13.17

rescheduling, 13.15

rescheduling by changing date fields, 13.15

rescheduling by stretching borders, 13.15

saving recurring, 13.14

using alarms for, 13.19

viewing in daily, weekly, and monthly format, 13.7

advanced find, performing, 8.3

advanced sorting, performing in lists, 6.22

alarms

about using for activities, 13.19

activating, 13.20

activating for all calendar activities, 18.17.3

dismissing, 13.21

postponing, 13.21

setting up default lead times for, 18.17.4

setting up default snooze times for, 18.17.5

triggering and displaying, 13.19

applet visualization, setting, 18.7

application

home pages for screens, 3.11.1

keyboard navigation, 20.1

logging in to, 2.1

logging out of, 2.2

screens, 3.11

application banner, about, 3.2

application management, keyboard shortcuts for, 20.3

application toolbar, about, 3.3

application user interface behavior, about, 3.15

application window

elements of, 3.1

Site Map for, 3.12

application-level menu

about, 3.2.2

using to create records, 6.1

using to delete records, 6.8

asterisk (star icon)

in required fields, 4.2

using to identify new records, 6.14

attaching files to records, 6.18

by moving files to the attachments view, 6.18.3

using Menu (the cogwheel icon), 6.18.2

using the New File button, 6.18.1

attaching URLs to records

using Menu (the cogwheel icon), 6.19.2

using New URL button, 6.19.1

attachments

adding emails and email attachments to records, 6.20

adding files to records, 6.18

adding URLs to records, 6.19

Attachments view, using to attach files to records, 6.18

B

basic search, performing, 8.2

bookmarks, adding to email or documents, 12.4

Broadcast Message business component fields, 14.9

browser, features, 2.3

C

calculator

about, 4.10

accessing, 4.10

button for, 4.8

calendar

about, 13.1

activating alarms for, 13.20

adding activities in the To Do list, 13.12

adding activities to, 13.8

changing length of day for, 18.17.1

changing recurring activities in, 13.10

creating recurring activities in, 13.10

deleting activities from, 13.9

deleting recurring activities in, 13.11

dismissing alarms in, 13.21

formats in, 13.2

granting others access to, 13.25

postponing alarms in, 13.21

saving recurring activities in, 13.14

setting up another user’s calendar as your default, 18.17.8

setting up aspects of, 18.17

setting up default activity duration in, 18.17.2

setting up default formats for, 18.17.7

viewing activities in, 13.7

viewing To Do list in, 13.1

views for, 13.3

calendar availability, about viewing, 13.24

calendar control

about, 4.9

accessing, 4.9

calendar select button

about using, 4.8

case and accent insensitive queries, 7.1.4

charts, about saving, 13.26

chat

accepting incoming, 16.2

agent status, changing, 16.13

closing, 16.11

dashboard, showing and hiding, 16.12

handling transferred, 16.9

logging in to, 16.1

opening incoming, 16.3

pane, showing and hiding, 16.5

releasing, 16.10

responding to incoming, 16.4

sessions, switching between, 16.6

transferring, 16.7

check boxes, about, 4.5

columns

locking, 6.23

organizing in lists, 6.21

resizing, 6.24

sorting data in, 6.22

Columns Displayed dialog box, about buttons in, 6.21

communication management, keyboard shortcuts for, 20.11, 20.12

communications panel

accessing, 3.10

compound query operators, 7.12

confirmation prompt

setting for deleting records, 18.9

contacts

adding to activities, 13.16

removing from activities, 13.17

count of records, displaying, 6.12

creating records, 6.1

using quick fill, 6.2

using quick fill templates, 6.2.3

using the last quick fill template, 6.2.4

currency calculator, accessing, 4.11

D

daily format

about, 13.2

adding activities to, 13.8

rescheduling activities, 13.15

rescheduling activities by stretching boders, 13.15

setting up for calendar, 18.17.7

viewing activities in, 13.7

data

exporting to an external file, 12.6

importing into the application, 12.5

data access, about, 2.4

data synchronization

about and example, 11.1

illustration of, 11.2

initiating, 11.2

data, displaying

about record navigation buttons for, 3.7

charts for, 13.26

Explorer views for, 3.14

forms for, 3.7

lists for, 3.6

default queries, about using, 7.9

Delete button (trash can icon)

using to delete records, 6.8

deleting records, 6.8

Demo application, about, 2.1.1

developer Web clients

notifications, enabling or disabling, 14.6

Dismiss All button, using to dismiss alarms, 13.21

documents, adding URLs to, 12.4

drilling down and across, described, 6.11

drop-down lists, about using, 4.7

duplicate records, merging, 6.17

E

adding URLs to, 12.4

failed messages, resending, 17.3

keyboard shortcuts for, 20.11, 20.12

outbound communications preferences, 17.8, 18.11

outgoing message templates, using, 17.4

prompts, setting up for meeting, 18.17.6

replying to incoming, 17.1

resending outgoing, 17.2

retrieving outgoing draft, 17.6

saving as a template, 17.7

saving draft, 17.5

Send Email command for, 12.3

sending, 12.3

using external email client to send, 17.9

viewing list of all attached items in, 12.3

emails and email attachments

attaching to records, 6.20

employees

adding to activities, 13.16

and deleting activities from the calendar, 13.9

removing from activities, 13.17

End By field, default values for, 13.6

Explorer views, about, 3.14

F

faxes

keyboard shortcuts for, 20.11, 20.12

Send Fax command for, 12.3

field controls

about, 4.4

buttons for, 4.8

check boxes and, 4.5

currency calculator, 4.11

drop-down lists and, 4.7

option buttons and, 4.6

text fields and, 4.3

field hyperlinks in records, using, 6.11

field management, keyboard shortcuts for, 20.10

fields, about, 4.2

files

attaching to records, 6.18

exporting to an external file, 12.6

importing into the application, 12.5

find

advanced OSES search operation, 8.6

advanced, performing, 8.3

basic search, performing, 8.2

Smart Answer search, 8.4

Smart Answer search from SR view, 8.5

forms

about editing, 3.7

long and short, 3.7

toolbar, 3.8

fourth level subview bar, about, 3.4.2

G

group calendars, about using, 13.23

H

home page

about, 2.1.2

about for screens, 3.11.1

setting as startup view, 18.3

setting up default queries for, 18.12

setting up view links for, 18.15

HTML editor

toolbar buttons in, 12.3.2

using, 12.3.2

I

iHelp

about, 9.1

using to complete tasks, 9.2

iHelp Map, using, 9.3

Inbox, using, 12.1

K

keyboard navigation

about, 20.1

in Accessible Rich Internet Applications, 19.2, 20.1

keyboard shortcuts

about, 20.1

application management and, 20.3

communication management and, 20.11, 20.12

field management and, 20.10

general navigation and, 20.5

layout management and, 20.6

online help and, 20.4

query management and, 20.9

record management and, 20.7

record navigation and, 20.8

tables of, 20.2

L

layout management, keyboard shortcuts for, 20.6

lists

about expanding and collapsing, 3.6.4

finding records in, 7.4

horizontal scrolling in, 3.6.3

locking columns in, 6.23

navigating between records in, 3.6.2

organizing columns in, 6.21

performing advanced sorting for, 6.22

resizing columns in, 6.24

show less button in, 3.6.4

show more button in, 3.6.4

sorting columns in, 6.22

toolbar, 3.8

using visibility filter in, 3.6.1

logging in

about data access and responsibilities for, 2.4

to application, 2.1

to Self Service, 2.5.2

long forms, about, 3.7

M

meetings, setting up email prompts for, 18.17.6

Menu (cogwheel icon)

using to attach files to records, 6.18

using to attach URLs to records, 6.19

using to delete records, 6.8

menu toolbar, about, 3.2.3

messages, about sending, 3.9

mobile devices, sending message to, 12.3

mobile Web clients

enabling or disabling notifications, 14.6

monthly format

about, 13.2

adding activities to, 13.8

setting up for calendar, 18.17.7

viewing activities in, 13.7

moving files, to the attachments view, 6.18.3

multiple selection dialog box, using to associate records, 5.3

multi-value group fields, exporting records that include, 12.6

N

native browser features, 2.3

navigation

keyboard shortcuts for, 20.5

using Site Map for, 3.12

navigation options, setting, 18.4

New File button, using to attach files to records, 6.18

New URL button, using to attach URLs to records, 6.19

notes, adding to records, 6.16

Notification

button, about, 14.11.1

button, setting up, 18.14

notification panes

about, 14.11.1

setting up, 18.14

notifications

Broadcast Message business component fields, table of, 14.9

caching, configuring, 14.10

level of importance or severity, 14.11.2

message text, about automatically updating, 14.9

messages, creating and sending, 14.7

messages, reviewing, 14.11

messages, updating, 14.8

mobile and developer Web clients, enabling or disabling, 14.6

overview, 14.1

process flow example, 14.4

scenario, 14.3

server level, enabling and disabling, 14.5

O

online help, keyboard shortcuts for, 20.4

operators

compound query, 7.12

simple query, 7.11

option buttons, about, 4.6

Owner field, about using to reassign activities, 13.18

P

Participant Availability subview

about using, 13.22

setting up default display for schedule in, 18.17.9

participants

adding to activities, 13.16

removing from activities, 13.17

setting up default schedule display for, 18.17.9

setting up email prompts for, 18.17.6

PDQ

See predefined queries, 7.1.3

physically disabled users, utilities for, 19.4

predefined mapping, about using to import data, 12.5

predefined queries

about, 7.1.3

modifying, 7.14

primary employee, and deleting activities from the calendar, 13.9

Q

queries

about, 7.1

about predefined, 7.1.3

about user-defined, 7.3

about using default, 7.9

canceling long running, 7.7

compound operators for, 7.12

creating, 7.3

deleting, 7.6

drop-down list for saved, 7.1.1, 7.1.2, 7.3

executing, 7.3

limiting report data by using, 12.2

modifying predefined, 7.14

refining, 7.5

saving, 7.3

saving using another name, 7.14

setting up default, 18.12

simple operators for, 7.11

tips for creating and executing, 7.14

toolbar, 7.2

use of blank spaces in, 7.14

use of wildcards in, 7.13

viewing results list for, 7.14

viewing saved, 18.13

Query Assistant, using, 7.8

query control, accessing, 7.1

query management, keyboard shortcuts for, 20.9

quick fill

deactivating templates for, 18.18

deleting templates for, 18.18

reactivating templates for, 18.18

renaming templates for, 18.18

using to create records, 6.2

R

radio buttons, about, 4.6

record count, displaying, 6.12

record management, keyboard shortcuts for, 20.7

record navigation, keyboard shortcuts for, 20.8

records

about, 4.1

adding notes to, 6.16

associating using multiple selection dialog box, 5.3

associating using single selection dialog box, 5.2

associating with other records, 6.9

attaching files to, 6.18

attaching URLs to, 6.19

canceling changes to, 6.7

changing multiple, 6.5

copying, 6.3

creating, 6.1

deleting, 6.8

editing, 6.4

entering characters to find, 5.5

finding in lists, 7.4

finding in selection dialog box, 5.5

finding information about, 6.13

flagging, 6.15

identifying new, 6.14

merging duplicate, 6.17

printing, 6.10

querying for in selection dialog box, 5.4

saving, 6.6

using field hyperlinks in, 6.11

using quick fill to create, 6.2

reports

accessing and running, 12.2

role of queries in, 12.2

resizing indicator, about, 4.3

responsibilities, about, 2.4

reviewing notifications, 14.11

S

Sample database, about, 2.1.1

Save All button, about using, 13.14

Save This One button, about using, 13.14

Saved Queries drop-down list, about, 7.1.2

screen readers, about, 19.3.1

screens

about, 3.11

about home pages for, 3.11.1

changing order of, 18.16

setting up default views for, 18.16

showing or hiding, 18.16

scroll speeds, setting for tile applets, 18.8

advanced find, performing, 8.3

advanced OSES search operation, 8.6

basic, performing, 8.2

functionality, about, 8.1

settings, configuring for OSES, 8.7

Smart Answer search, 8.4

Smart Answer search from SR view, 8.5

Search Toolbar

about, 8.1

advanced find, preforming using, 8.3

advanced OSES search operation, 8.6

basic search, performing using, 8.2

Siebel Smart Answer search, 8.4

second level view bar, about, 3.4

select buttons

about, 5.1

about using, 4.8

selection dialog boxes

finding specific records in, 5.5

launching, 5.1

multiple, 5.1

querying for records in, 5.4

single, 5.1

using multiple to associate records, 5.3

using single to associate records, 5.2

Self Service

about getting started with, 2.5

logging in to, 2.5.2

logging out of, 2.5.3

obtaining a new password, 2.5.4

registration, 2.5.1

Send Email command, 12.3

Send Fax command, 12.3

Send Page command, 12.3

Send Wireless Message command, 12.3

short forms, about, 3.7

show less button, 3.6.4

show more button, 3.6.4

Side Menu, about, 3.2.1

Siebel application

logging in to, 2.1

logging out of, 2.2

Siebel Search

advanced find, performing, 8.3

advanced OSES search operation, 8.6

basic search, performing, 8.2

Smart Answer search, 8.4

Smart Answer search from SR view, 8.5

simple query operators, 7.11

simplified user interface, about, 18.5.1

single selection dialog box, using to associate records, 5.2

Site Map

about, 3.12

snooze time for alarms

and postponing alarms, 13.21

setting default, 18.17.5

startup view, setting, 18.3

synchronizing data

about and example, 11.1

about setting up user preferences for, 18.20

illustration of, 11.2

initiating, 11.2

T

Task UI

about, 10.1

navigational buttons for, 10.3

setting pause behavior for, 18.10

using, 10.2

telephone number, querying for, 7.10

templates, quick fill, 6.2

text fields, about, 4.3

themes, setting, 18.5

third level view bar, about, 3.4.1

thread bar, and drilling across, 6.11

To Do list

adding activities, 13.12

marking activities complete in, 13.13

viewing in calendar, 13.1

transition effects, setting, 18.6

U

Undo Record, using, 6.7

URLs

adding to email or documents, 12.4

attaching to records, 6.19

user interface

behavior, about, 3.15

simplified, about, 18.5.1

user preferences

about, 18.1

about availability fields in Profile view of, 18.21

about setting up synchronization preferences, 18.20

activating alarms for all calendar activities, 18.17.3

changing length of calendar day, 18.17.1

changing order of screens, 18.16

changing the order of views, 18.16

setting a default time zone, 18.2

setting a startup view, 18.3

setting a user profile image, 18.19

setting applet visualization, 18.7

setting confirmation before deleting records prompt, 18.9

setting navigation options, 18.4

setting outbound communications preferences for email, 18.11

setting pause behavior for Task UI, 18.10

setting scroll speeds for tile applets, 18.8

setting themes, 18.5

setting transition effects, 18.6

setting up another user’s calendar as your default, 18.17.8

setting up aspects of notifications, 18.14

setting up default alarm lead times, 18.17.4

setting up default alarm snooze times, 18.17.5

setting up default calendar activity duration, 18.17.2

setting up default calendar formats, 18.17.7

setting up default display for participant schedule, 18.17.9

setting up default queries, 18.12

setting up default views for screens, 18.16

setting up email prompts for meetings, 18.17.6

setting up view links for home pages, 18.15

showing or hiding screens, 18.16

showing or hiding views, 18.16

user profile image, setting, 18.19

user-defined queries, about, 7.3

V

views

about for calendar, 13.3

changing the order of, 18.16

showing or hiding, 18.16

visibility filter

about, 3.5

visibility, about, 2.4

visually impaired users, utilities for, 19.3

W

weekly format

about, 13.2

adding activities to, 13.8

rescheduling activities by moving them, 13.15

rescheduling activities by stretching borders, 13.15

setting up for calendar, 18.17.7

viewing activities in, 13.7

work items

accepting incoming chat, 16.2

forwarding call, 15.7

inbound call, receiving, 15.3

indicating readiness for call, 15.8

initiating call, 15.4

releasing call, 15.5

transferring call, 15.6

transferring chat, 16.7, 16.8