Siebel CRM Fundamentals Guide Siebel Innovation Pack 2017, Rev. A E52425-01 |
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The application banner, located in the application window, persists for all views.
The following items are available on the application banner:
The side menu (shown in Figure 3-2) is the first item located on the application banner. It is characterized by three horizontal lines stacked on top of one another. Click Side Menu to view a list of available screen names.
The application-level menu (shown in Figure 3-2) is located on the application banner, and might include the following options:
File, Edit, View, Navigate, Query, Tools, and Help.
The functionality provided by each of these menus depends on the application and the configuration you use. Each menu option lets you perform a task. Look for topics in this document that explain the task you want to perform to find out how to use a menu and its options.
The menu toolbar (shown in Figure 3-2) is located on the application banner and includes the tools described in Table 3-1.
Table 3-1 Menu Toolbar Controls
Control | Control Name | Control Type | Description | Related Information |
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Advanced Options |
Drop-down list |
Click the down arrow to access advanced search options. |
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Search Toolbar |
Text box |
Click in the empty single text field to perform a basic search. |
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Saved Queries |
Drop-down list |
Click the down arrow to access contextual saved queries. |
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Share |
Button |
Click to send email messages, faxes, pages, and outbound wireless messages. |
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Communications |
Button |
Click to open the communications panel. |
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Notification |
Button |
Click to open the Notification pane to read notifications. |
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Settings |
Button |
Click to change application behavior settings, such as, startup view or navigation control. |
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