Using the Home Page for Siebel Consumer Goods

The Siebel Mobile application for Siebel Consumer Goods uses the Zante UI theme by default. If using Siebel Innovation Pack 2015 or earlier versions of the Siebel Mobile application for Siebel Consumer Goods, then it is recommended that you reconfigure any enhancements made. For more information about the Zante theme and navigating the UI using the Zante theme, see "About the Siebel Mobile Aurora and Zante UI Themes" and the remaining procedures in this topic.

The following procedures related to using the home page of the Siebel Mobile application for Siebel Consumer Goods are included in this topic:

• "Navigating to the Home Page"

• "Viewing Call Planning Information on the Calendar"

• "Scheduling Calls for Accounts"

  
  

  Note: You must complete the relevant setup tasks detailed in Siebel Consumer Goods Guide and Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Consumer Goods.

  
  

Navigating to the Home Page

The following procedure shows you how to navigate to the home page of the Siebel Mobile application for Siebel Consumer Goods (if not already displayed).

To navigate to the home page

• Tap Side Menu and then tap Calls to display the home page.

  The home page consists of the calendar and accounts list:

  • The Calendar in the main pane shows call planning and scheduling information.

  • The Accounts list in the side pane shows summary account information.

  For more information about the calendar and accounts list, see "Viewing Call Planning Information on the Calendar" and "Scheduling Calls for Accounts".

Viewing Call Planning Information on the Calendar

On the home page, you can view the call planning and scheduling information for accounts on the calendar.

Note: Viewing calls in the calendar is similar to viewing activities in the calendar. For more information about using the calendar to view activities, see Siebel Fundamentals for Siebel Open UI.

To view the call planning information  

1. Tap Side Menu and then tap Calls to display the home page, which consists of the following:

   • The Calendar showing call planning information in the main pane.

   • The Accounts list showing summary account information in the side pane.

2. On the calendar in the main pane, view the call planning information as follows:

   • Use the navigation arrows to navigate across dates and view the calls scheduled on different dates.

   • Tap the Daily, Weekly, or Monthly calendar buttons to switch between the daily, weekly, or monthly view of calls scheduled.

   • Tap Today to see the calls scheduled for today's date.

3. On the calendar in the main pane, you can do the following:

   • To extend the duration of a call, select the border of the call and (without releasing the selection) then move the border out.

   • To move a call, select the call and (without releasing the selection) then move the call to a different time or date on the calendar.

   • Tap a call on the calendar to drill down and open the call details. For more information, see "Displaying Call Details".

4. On the accounts list in the side pane, you can do the following:

   • Sort the accounts list based on one of the following fields as required: Name, Site, Address, Route.

   • Select the account that you want.

   • Schedule a call for an account, see "Scheduling Calls for Accounts".

Scheduling Calls for Accounts

On the home page, you can schedule calls for accounts.

Note: Scheduling calls in the calendar is similar to scheduling activities in the calendar. For more information about using the calendar to schedule activities, see Siebel Fundamentals for Siebel Open UI.

To schedule calls for accounts 

1. Tap Side Menu and then tap Calls to display the home page, which consists of the following:

   • The Calendar showing call planning information in the main pane.

   • The Accounts list showing summary account information in the side pane.

2. Schedule a new account call as follows:

   1. Select an account from the Accounts list in the side pane and (without releasing the selection) then move the account onto the calendar in the main pane.

   2. Tap the new call on the calendar to open it. For more information, see "Displaying Call Details".

   3. Modify the call details as required. For more information, see "Modifying Call Details" and "Modifying Activity Information for a Call".