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

Information in the application is organized into screens. You access a screen by clicking the Side Menu (shown in Figure 3-1) on the application banner, and then clicking the appropriate screen name, such as Opportunities, Calendar, or Accounts, from the list that appears. The name of the active screen appears in a different color than the color for the other screen names in the list.

You can also use the Site Map to navigate to a screen. If you select from the Site Map a screen name that does not appear in the screen list for the Side Menu, then the screen name appears in the screen list when you navigate to that screen. This screen is visible only for the current session. For more information, see "Site Map".

You can configure your Siebel application to show the names for screens in tab format across the start of the screen, or in a tree format on the side of the screen. For more information, see "Navigation Options".

You can specify the screens that appear in the Siebel application. For more information, see "Showing, Hiding, and Reordering Screens or Views".

Icons appear next to screen names. A Siebel administrator can change these icons in Siebel Tools. If you do not want to display these icons, then contact your Siebel administrator.

Home Pages for Screens

A screen home page is a gateway to the common functions for that screen. Table 3-7 describes the main elements in screen home pages.

Table 3-7 Main Elements for Screen Home Pages

Element Description

Frequently Viewed Screen name

An area that contains a list of links to the lists of data with which you most frequently work. This list can be a combination of predefined queries and visibility filters. For more information, see "View Links for Screen Home Pages".

Recent Records

Recent items area that contains a list of the last five records that you accessed (by drilling down on the record), created, or modified. This enables you to return to a recent record with a single click. Recent records are stored in your user preferences.

iHelp

Task area that contains a list of links to the most important tasks for the screen. When you drill down on a task, iHelp is launched to guide you through the completion of the task.

Search

Query area where you enter query criteria directly into the fields, and click Go to navigate directly to the list with your query results.

Add

Add area that you use to add new records. You complete the fields, and click Add & Go to add the record to the database and navigate directly to the form containing the new record you add.



Note:

Multi-Value Groups (MVGs) are not supported on Rapid Search or Rapid Add applets.