Contents

List of Figures

List of Tables

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 What's New in This Release

• What's New in Siebel Mobile Guide: Connected, Siebel 2018
• What's New in Siebel Mobile Guide: Connected, Siebel Innovation Pack 2017, Rev. A
• What's New in Siebel Mobile Guide: Connected, Siebel Innovation Pack 2017

2 Overview of Siebel Mobile

• Siebel Mobile Products
• About Siebel Mobile
• Requirements for Using Siebel Mobile
• System Requirements for Siebel Mobile
• MIT License

3 Setting Up Siebel Mobile Connected Applications

• Process of Setting Up Siebel Mobile Connected Applications
• Requirements for Setting Up Siebel Mobile Connected Applications
• Adding Object Managers for Siebel Mobile Connected Applications
• Siebel Application Object Manager Parameters for Siebel Mobile Connected Applications
• Enabling the Component Groups for Siebel Mobile Connected Applications
• Assigning Responsibilities to Siebel Mobile Connected Application Users
• Customizing Siebel Mobile Connected Applications
• Copying and Deleting Siebel Mobile Connected Applications
• Troubleshooting Siebel Mobile Connected Applications
  • Enabling JavaScript for Safari
  • Disabling Private Browsing
  • Clearing the Browser Cache
  • Checking the Browser Cache Size

4 Getting Started with Siebel Mobile Connected Applications

• Logging In to Siebel Mobile
• Logging Out of Siebel Mobile
• Navigating the Siebel Mobile User Interface
  • Application Banner
  • Side Pane
  • Main Pane
  • Navigating Siebel Mobile in Landscape Mode
  • Navigating Siebel Mobile in Portrait Mode
  • About the Siebel Mobile Aurora and Zante UI Themes
    • Configuring Second Level Navigation Views
  • Selecting Fields, Drop-Down Lists, and Records
  • Inline Editing
  • Check Boxes
  • Data Display
• Managing Records in Siebel Mobile
  • Creating Records in Siebel Mobile
  • Linking Records to Your Selected Record
  • Searching for Records in Siebel Mobile
  • Modifying Records in Siebel Mobile
  • Deleting Records in Siebel Mobile
  • About Menu (the Cogwheel Icon) in Siebel Mobile
  • Reviewing Record Summary Information
  • Displaying the Total Number of Records
  • Creating Bookmarks in Siebel Mobile
  • Formatting the Columns to Display in the List View
  • Configuring the Number of Records Displayed on Mobile Devices
• Reviewing Notification Messages in Siebel Mobile
• Configuring Application Settings for Siebel Mobile
  • Uploading a User Profile Image to Siebel Server
  • Configuring Application Behavior Settings for Siebel Mobile
  • Configuring Notification Settings for Siebel Mobile
• Displaying Location Details in Siebel Mobile
  • Enabling the Map Functionality for Siebel Mobile
  • Displaying Route Details Using the Route Button
• Running Predefined Queries in Siebel Mobile
• Scanning Barcodes in Siebel Mobile
  • Searching for Records by Scanning Barcode Data
• Using Attachments in Siebel Mobile
• Starting an External Application from Siebel Mobile
• Printing from Siebel Mobile

5 Getting Started with the Siebel Mobile Application Container (Siebel App)

• About the Siebel App, Siebel.maa File, and Mobile Application Framework
• Overview of Siebel Mobile Integration with Native Device Features
• Process of Integrating Siebel Mobile with Native Device Features
• Downloading and Installing the Siebel App
  • Downloading and Installing the Siebel App from the Apple App Store
  • Downloading and Installing the Siebel App From Google Play
  • Downloading and Using the Siebel Mobile Archive File (Administrator Task)
• Setting Up the Host Server for Siebel Mobile
  • Setting Up the Host Server for Siebel Mobile in Siebel Innovation Pack 2016 or Earlier
  • Customizing the Siebel App Application Icons in Siebel Innovation Pack 2016 or Earlier
• Configuring Single Sign-On for Siebel Mobile
• Configuring the Siebel App on iOS and Android Devices
• Clearing the Application Cache for Applications Using the Siebel App
• Resetting the Host Server Using the Siebel App
• Managing Attachments Using the Siebel App
  • Managing Attachment Downloads
  • Managing Attachment Uploads
• Configuring the Privacy Settings for Native Device Feature
  • Configuring the Privacy Settings on iOS Devices
  • Configuring the Privacy Settings on Android Devices
• Setting Up CalDAV and CardDAV Publishing
  • URL Syntax for CalDAV Account Setup
  • URL Syntax for CardDAV Account Setup
  • Setting Up CalDAV Publishing on an iOS Device
  • Setting Up CardDAV Publishing on an iOS Device
  • Setting Up CalDAV and CardDAV Publishing on an Android Device

6 Using the Siebel Mobile Connected Application for Siebel Pharma

• Using the Home Page for Siebel Pharma
  • Viewing Call Planning Information
  • Scheduling Calls For Contacts and Accounts
• Managing Calls for Siebel Pharma
  • Displaying Call Details
  • Modifying Call Information
  • Modifying Attendee Information for a Call
  • Modifying Promotional Items for a Call
  • Modifying Samples for a Call
  • Modifying Product Details for a Call
  • Viewing the Validation Results for a Call
  • Adding Literature Information to a Call
  • Viewing Presentation Detail Information for a Call
  • Capturing Signatures for Calls
  • Submitting a Call for Processing
• Managing Accounts for Siebel Pharma
  • Displaying Account Details
  • Modifying Account Information
  • Modifying Contact Information for an Account
  • Modifying Call Information for an Account
  • Modifying Address Information for an Account
  • Modifying Contact Affiliation Information for an Account
  • Modifying Account Relationship Information for an Account
  • Modifying Attachment Information for an Account
• Managing Contacts for Siebel Pharma
  • Displaying Contact Details
  • Modifying Contact Information
  • Modifying Call Information for a Contact
  • Modifying Address Information for a Contact
  • Modifying Best Time Information for a Contact
  • Modifying State License Information for a Contact
  • Modifying Account Affiliation Information for a Contact
  • Modifying Contact Relationship Information for a Contact
  • Modifying Attachment Information for a Contact
• Managing Messaging Plans
  • Displaying Messaging Plan Details
• Using the PCD Viewer in Siebel Mobile
  • Showing Presentations in the Siebel Mobile Application for Siebel Pharma
  • Recording Responses to Presentations in Siebel Mobile
  • Setting the Server Uncompression Location
• Task Flows for Siebel Pharma
  • Planning and Preparing for Customer Calls
  • Conducting Customer Calls

7 Using the Siebel Mobile Connected Application for Siebel Consumer Goods

• Using the Home Page for Siebel Consumer Goods
  • Navigating to the Home Page
  • Viewing Call Planning Information on the Calendar
  • Scheduling Calls for Accounts
• Managing Calls for Siebel Consumer Goods
  • Displaying Call Details
  • Modifying Call Details
  • Modifying Activity Information for a Call
  • Starting a Call
  • Ending a Call
  • Preparing for a Call Visit
  • Modifying Retail Audit Information for a Call
  • Modifying Merchandising Audit Information for a Call
  • Modifying Order Information for a Call
  • Modifying Note Information for a Call
  • Modifying Assessment Information for a Call
  • Viewing Presentation Information for a Call
  • Prerequisites to Viewing Presentation Information for a Call
  • Showing Presentations for a Call
  • Recording Responses to Presentations
• Managing Contacts for Siebel Consumer Goods
  • Displaying Contact Details
  • Modifying Contact Information
  • Modifying Address Information for a Contact
  • Modifying Best Time Information for a Contact
• Managing Accounts for Siebel Consumer Goods
  • Displaying Account Details
  • Modifying Asset Information for an Account
  • Viewing Agreement Information for an Account
  • Modifying Address Information for an Account
  • Viewing Credit Memo Information for an Account
  • Modifying Note Information for an Account
  • Modifying Merchandising Location Information for an Account
  • Modifying Contact Information for an Account
  • Modifying Product Distribution Information for an Account
  • Modifying Order Information for an Account
  • Viewing Invoice Information for an Account
  • Modifying Return Information for an Account
  • Modifying Activity Information for an Account
  • Associating Products to the Merchandising Locations of an Account
• Managing Routes for Siebel Consumer Goods
  • Displaying Route Details
• Managing Orders for Siebel Consumer Goods
  • Creating Sales Orders
  • Displaying Order Details
  • Modifying Order Details
  • Modifying Line Item Information for Orders
  • Creating Invoices for Orders
  • Booking Orders
  • Printing Orders
• Managing Return Orders for Siebel Consumer Goods
  • Collecting Returns (Creating Return Orders)
  • Displaying Return Order Details
  • Modifying Return Order Information
  • Modifying Line Item Information for Return Orders
  • Capturing Signatures for Return Orders
  • Printing Return Orders
• Managing Inventory for Siebel Consumer Goods
  • Displaying Inventory Details
  • Recording Van Information
  • Viewing Reconciliation Information for the Inventory
• Managing Cycle Counting for Siebel Consumer Goods
  • Displaying Cycle Counts
  • Performing a Cycle Count
  • Adding Products to the Cycle Count
• Managing Deposits for Siebel Consumer Goods
  • Displaying Undeposited Payments
  • Depositing Payments
  • Viewing Deposit History
• Managing Invoices for Siebel Consumer Goods
  • Displaying Invoice Details
  • Viewing Line Item Information for an Invoice
  • Viewing Payment Information for an Invoice
  • Viewing Value Reconciliation Information for an Account
  • Recording Invoice Delivery
  • Collecting Invoice Payments
  • Capturing Signatures for Invoices
  • Printing Invoices
• Task Flows for Siebel Consumer Goods
  • Performing Daily Tasks for Siebel Consumer Goods
  • Performing Supplemental Tasks for Siebel Consumer Goods

8 Using the Siebel Mobile Connected Application for Siebel Sales

• Managing Accounts for Siebel Sales
  • Displaying Account Details
  • Modifying Account Information
  • Modifying Contact Information for an Account
  • Modifying Opportunity Information for an Account
  • Modifying Address Information for an Account
  • Modifying Activity Information for an Account
  • Modifying Account Team Information for an Account
• Managing Contacts for Siebel Sales
  • Displaying Contact Details
  • Modifying Contact Information
  • Modifying Opportunity Information for a Contact
  • Modifying Contact Team Information for a Contact
  • Modifying Address Information for a Contact
• Managing Leads for Siebel Sales
  • Displaying Lead Details
  • Modifying Lead Information
  • Modifying Opportunity Information for a Lead
  • Converting a Lead to an Opportunity
• Managing Opportunities for Siebel Sales
  • Displaying Opportunity Details
  • Modifying Opportunity Information
  • Modifying Contact Information for an Opportunity
  • Modifying Product Information for an Opportunity
  • Modifying Quote Information for an Opportunity
  • Converting an Opportunity to a Quote
  • Modifying Activity Information for an Opportunity
  • Modifying Opportunity Team Information for an Opportunity
• Managing Quotes for Siebel Sales
  • Displaying Quote Details
  • Modifying Quote Information
  • Modifying Line Item Information for a Quote
  • Modifying Order Information for a Quote
  • Converting a Quote to an Order
  • Modifying Quote Team Information for a Quote
• Managing Orders for Siebel Sales
  • Displaying Order Details
  • Modifying Order Information
  • Modifying Line Item Information for an Order
• Managing Activities for Siebel Sales
  • Displaying Activity Details
  • Modifying Activity Information
  • Modifying Contact Information for an Activity
  • Modifying Employee Information for an Activity

9 Using the Siebel Mobile Connected Application for Siebel Field Service

• Using the Home Page for Siebel Field Service
  • Navigating to the Home Page
  • Reviewing Activity Information
  • Scheduling Personal Appointments
• Managing Activities for Siebel Field Service
  • Displaying Activity Details
  • Verifying and Ordering Parts and Tools for an Activity
  • Viewing Substitute Information for a Part
  • Accepting an Activity
  • Displaying the Task-Based Screen Flow for an Activity
  • Recording Task Completion for an Activity
  • Capturing Asset Readings for an Activity
  • Attaching Media to an Activity
  • Modifying Part Tracker Information for an Activity
  • Removing a Serialized Part
  • Installing a Replacement Serialized Part
  • Modifying Part Tracker for an Activity by Scanning Barcode Data
  • Modifying Time Tracker Information for an Activity
  • Modifying Expense Tracker Information for an Activity
  • Generating Service Reports
  • Creating Invoices from Activities in Siebel Field Service
  • Printing Invoices Associated with Activities
  • Capturing Signatures for Invoice in Siebel Field Service
• Managing Service Requests for Siebel Field Service
  • Displaying Service Request Information
  • Modifying Activity Information for a Service Request
  • Modifying Order Information for a Service Request
  • Viewing Invoice Information for Service Requests
  • Printing Invoices Associated with Service Requests
• Managing Accounts for Siebel Field Service
  • Displaying Account Details
  • Viewing Contact Information for an Account
  • Modifying Service Request Information for an Account
  • Viewing Asset Information for an Account
  • Viewing Entitlement Information for an Account
• Managing Parts for Siebel Field Service
  • Displaying Part Details
  • Viewing the Good and Defective Availability Information for a Part
• Managing Orders for Siebel Field Service
  • Displaying Order Details
  • Modifying Order Information
  • Modifying Line Item Information for an Order
• Managing Invoices for Siebel Field Service
  • Displaying Invoice Details
  • Viewing Line Item Information for an Invoice
  • Printing Invoices
• Managing Assets for Siebel Field Service
  • Displaying Asset Details
  • Viewing Measurement Information for an Asset
  • Capturing a Reading for an Asset
  • Viewing Warranty Information for an Asset
  • Viewing Service Request Information for an Asset
• Managing Shifts for Siebel Field Service
  • Displaying Shift Details
  • Starting and Ending a Shift
  • Starting and Ending a Break
  • Starting or Ending a Period of Unavailability
• Tasks Flows for Siebel Field Service
  • Starting the Day
  • Preparing for Customer Visits
  • Working on a Job
  • Finishing a Job

10 Using the Siebel Mobile Connected Application for Siebel Finance

• Using the Home Page for Siebel Finance
  • Scheduling and Viewing Activities on the Home Page
  • Accessing New Records From the Home Page
  • Reviewing Charts on the Home Page
  • Reviewing Opportunities From the Home Page
• Managing Accounts for Siebel Finance
  • Displaying Account Details
  • Performing Needs Analysis for Accounts
  • Modifying Account Information
  • Modifying Contact Information for an Account
  • Modifying Opportunity Information for an Account
  • Modifying Address Information for an Account
  • Modifying Activity Information for an Account
  • Modifying Account Team Information for an Account
  • Viewing Financial Account Information for an Account
  • Viewing Recommendation Information for an Account
  • Applying for Products for an Account
  • Managing Application Information for an Account
• Managing Contacts for Siebel Finance
  • Displaying Contact Details
  • Performing Needs Analysis for Contacts
  • Modifying Contact Information
  • Modifying Opportunity Information for a Contact
  • Modifying Contact Team Information for a Contact
  • Modifying Address Information for a Contact
  • Viewing Financial Account Information for a Contact
  • Modifying Note Information for a Contact
  • Modifying Activity Information for a Contact
  • Viewing Recommendation Information for a Contact
  • Applying for Products for a Contact
  • Managing Application Information for a Contact
• Managing Financial Applications for Siebel Finance
  • Displaying Financial Application Details
• Managing Opportunities for Siebel Finance
  • Displaying Opportunity Details
  • Modifying Opportunity Information
  • Modifying Contact Information for an Opportunity
  • Modifying Product Information for an Opportunity
  • Modifying Quote Information for an Opportunity
  • Modifying Activity Information for an Opportunity
  • Modifying Opportunity Team Information for an Opportunity
• Managing Households for Siebel Finance
  • Displaying Household Details
  • Modifying Household Information
  • Modifying Contact Information for a Household
  • Viewing Note Information for a Household
  • Viewing Activity Information for a Household
  • Viewing Opportunity Information for a Household
  • Viewing Financial Account Information for a Household
  • Modifying Address Information for a Household
• Managing Financial Accounts for Siebel Finance
  • Displaying Financial Account Details
  • Modifying Service Request Information for a Financial Account
  • Viewing Balance History Information for a Financial Account
  • Viewing Transaction Detail Information for a Financial Account
• Managing Activities for Siebel Finance
  • Displaying Activity Details
  • Modifying Activity Information
  • Modifying Contact Information for an Activity
  • Modifying Employee Information for an Activity
• Managing Leads for Siebel Finance
  • Displaying Lead Details
  • Modifying Lead Information
  • Modifying Opportunity Information for a Lead
  • Converting a Lead to an Opportunity

11 Oracle Policy Automation Integration Workflows for Siebel Finance

• Oracle Policy Automation Integration Workflows for Interview Sessions
• Oracle Policy Automation Integration Workflows for Siebel Finance
  • FINS Needs Analysis Account Main Workflow
  • FINS Needs Analysis Contact Main Workflow
  • FINS Application Capture Main Workflow

12 Siebel CardDAV Dynamic Mapping

• About CardDAV
• Setting Up Siebel CardDAV Dynamic Mapping
• Enabling Siebel CardDAV Dynamic Mapping
• Default Supported CardDAV Clients
• Supported CardDAV Synchronization
• Contact Properties
  • About the Prefix Contact Property
  • About the Suffix Contact Property
  • About the Birthday Contact Property
• Contact Company Property
• Type Property
  • Type Property: Phone
  • Type Property: Email
  • Type Property: URL
  • Type Property: Address
  • Google Maps Geocoding API Integration
• Type Conversion Mappings
  • Type Conversion Mappings for Phone
  • Type Conversion Mappings for Fax
  • Type Conversion Mappings for Email
  • Type Conversion Mappings for URL
  • Type Conversion Mappings for Address
• Known Limitations for Siebel CardDAV Dynamic Mapping
• Known Limitations for Outlook CardDAV Clients
  • Outlook CalDAV Synchronizer Limitations
  • OpenProtocols DAVClient Limitations

Index