Contents

• Title and Copyright Information
• Preface
• 1 What’s New in This Release
  • What’s New in Siebel Mobile Guide: Connected, Siebel CRM 20.9 Update
  • What’s New in Siebel Mobile Guide: Connected, Siebel CRM 20.4 Update
  • What’s New in Siebel Mobile Guide: Connected, Siebel CRM 20.1 Update
  • What’s New in Siebel Mobile Guide: Connected, Siebel CRM 19.1 Update
• 2 Overview
  • Overview of Siebel Mobile
  • Siebel Mobile Products
  • About Siebel Mobile
  • Requirements for Using Siebel Mobile
  • System Requirements for Siebel Mobile
  • MIT License
• 3 Setup
  • Setting Up Siebel Mobile
  • Process of Setting Up Siebel Mobile Connected Applications
  • Requirements for Setting Up Siebel Mobile
  • Adding Object Managers for Siebel Mobile
  • Setting Siebel Application Object Manager Parameters for Siebel Mobile
  • Enabling the Component Groups for Siebel Mobile
  • Assigning Responsibilities to Sieble Mobile Users
  • Customizing Siebel Mobile Applications
  • Copying and Deleting Siebel Mobile Applications
  • Troubleshooting Siebel Mobile Applications
    • Common Erors
    • Enabling JavaScript for Safari
    • Disabling Private Browsing
    • Clearing the Browser Cache
• 4 Getting Started
  • Getting Started with Siebel Mobile Applications
  • Logging In to Siebel Mobile
  • Logging Out of Siebel Mobile
  • Navigating the Siebel Mobile User Interface
    • 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
    • Smartphone UX for Siebel Mobile
  • 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 (Siebel App)
  • Getting Started with 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
  • 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 CalDAV and CardDAV Publishing on an Android Device
• 6 Siebel Mobile Application for Siebel Pharma
  • Using the Siebel Mobile 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 Siebel Mobile
    • 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 Siebel Mobile Application for Siebel Consumer Goods
  • Using the Siebel Mobile 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 Siebel Mobile Application for Siebel Sales
  • Using the Siebel Mobile 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 Siebel Mobile Application for Siebel Field Service
  • Using the 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 Siebel Mobile Application for Siebel Finance
  • Using the Siebel Mobile 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 Intelligent Advisor Workflows
  • Intelligent Advisor Workflows for Siebel Finance
  • Intelligent Advisor Integration Workflows for Interview Sessions
  • Intelligent Advisor Integration Workflows for Siebel Finance
    • FINS Needs Analysis Account Main Workflow
    • FINS Needs Analysis Contact Main Workflow
    • FINS Application Capture Main Workflow
• 12 CardDAV Dynamic Mapping
  • Siebel CardDAV Dynamic Mapping
  • About CardDAV
  • Setting Up CardDAV Dynamic Mapping for Siebel CRM
  • Enabling CardDAV Dynamic Mapping for Siebel CRM
  • 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