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Showing Presentations Using the PCD Viewer

You use the PCD Viewer in Siebel Life Sciences applications to deliver personalized content to customers, to present information about products to customers, and to obtain feedback from customers about product presentations and personalized content delivered. You start the viewer by selecting the Detail button. The following procedure shows you how to deliver personalized content and presentations to customers.

The PCD Viewer is available in Siebel Life Sciences applications for Contacts, Accounts, Call Activities (from the Account Call and Contact Call subviews), and Messaging Plans.

To show presentations using the PCD Viewer

1. Navigate to one of the following screens or views in Siebel CRM:
   • Contacts screen
   • Accounts screen
   • Call Activities screen, then the Account Call view
   • Call Activities screen, then the Contact Call view
   • Messaging Plans screen
2. Click the Detail button.

   The messaging plan preview page that opens contains the following information:

   • A list of all messaging plans (presentations), which are released and unexpired, appears first.
   • Next, the messaging plan items (presentation items or slides), which are associated with the selected messaging plan appear in thumbnail format.

     Click the Related label for a messaging plan item to show the related messages for that item (if there are any).

     If you can see the list of accessible messaging plans but only blank thumbnails, then click Generate to uncompress the messaging plan. After the messaging plan has been successfully uncompressed, you can view and access all messaging plan items (in thumbnail format) and related messages.

     For the Generate button to work properly and uncompress the messaging plan to a suitable server location, the Server Uncompression Location system preference must be set. For more information, see Setting the Server Uncompression Location and Other System Preferences.

3. Select the messaging plan that you want to show and then click Launch to start the presentation session.

   The messaging plan opens in the PCD Viewer.

   If Enable Direct Launch is set for messaging plans in Siebel CRM, then you can also select any messaging plan item followed by Launch to start the presentation. In this case, the messaging plan item opens in full-screen mode in the PCD Viewer. To see any preceding items in the presentation, navigate back to them as needed.

4. Navigate the presentation as follows:
   1. Use the forward and back arrows to scroll through the presentation.
   2. Click anywhere at the start of the screen to activate the header navigation bar, which has the following options:
      • Done. Click Done when finished showing the presentation to go to the Feedback page. For more information, see Recording Responses to Presentations.
      • Exit. Click Exit to cancel the presentation session and exist the PCD Viewer.
      • Full. Click Full to show the presentation in full-screen mode.
      • Contacts. Click Contacts to show the contacts that are attending the presentation, click Add to add more contacts if additional contacts join the presentation, and then click Player to return to and continue with the presentation session in the PCD Viewer.

        A contact call is created after you suspend response logging or submit the responses logged for any contact that joins the presentation during the presentation session. At least one contact is necessary to submit the presentation feedback. For more information, see Recording Responses to Presentations.

      • Related. Click Related to go to and preview a slide's related messaging plan items. Click Player in the header navigation bar to return to the main slide.
   3. Click anywhere at the end of the screen to activate the footer navigation bar, which shows the messaging plan items in thumbnail format. Then do the following as required:
      • Click any thumbnail image to show the selected messaging plan item in full-screen mode.
      • Use the forward and back arrows to scroll through the thumbnail images.