About the Home Screen

The Home screen is the first screen that users see when they start Siebel Consumer Goods. The Home screen is customized to a user’s needs. Additionally, users can personalize the layout of the Home screen by removing unwanted forms, changing field widths, and changing sort orders. For more information on customizing the Home screen, see Siebel Applications Administration Guide.

Administrators can configure the Home screen to display My Inbox, My Deductions, and so on. The forms that appear on the Home screen are based on the role of the user who is logged in, such as account manager, sales manager, claims manager, or brand manager.

The data that appears in the forms is specific to the position of the user, such as an account manager for specific customer accounts. The data that appears in the Home screen is also specific to user, time, and priority, for instance:

• Only the Account Manager's Planning level accounts appear in the My Accounts form.

• A predefined query for the Home Page plan is available in the preconfigured application. The query sorts the plan start date by descending order. Records are displayed in the order of start date.

• Claims that are listed in My Claims are not sorted by priority.