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Siebel CRM Fundamentals Guide
Siebel Innovation Pack 2017, Rev. A
E52425-01
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Application Banner

The application banner, located in the application window, persists for all views.

Figure 3-2 Application Banner

Application window - banner.

The following items are available on the application banner:

  1. "Side Menu"

  2. "Application-Level Menu"

  3. "Menu Toolbar"

Side Menu

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.

Application-Level Menu

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.

Menu Toolbar

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
Advanced options drop-down list.

Advanced Options

Drop-down list

Click the down arrow to access advanced search options.

"Information Search"


Search toolbar.

Search Toolbar

Text box

Click in the empty single text field to perform a basic search.

"Information Search"

Saved queries drop-down list.

Saved Queries

Drop-down list

Click the down arrow to access contextual saved queries.

"Information Query"


Share button.

Share

Button

Click to send email messages, faxes, pages, and outbound wireless messages.

"Sending Messages"


Communications button.

Communications

Button

Click to open the communications panel.

"Communications Panel"


Notification button.

Notification

Button

Click to open the Notification pane to read notifications.

"Notifications"


Settings button.

Settings

Button

Click to change application behavior settings, such as, startup view or navigation control.

"User Preferences"