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Siebel CRM Siebel Mobile Guide: Connected
Siebel 2018
E52426-01
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Contents
List of Figures
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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