1. Configuring Siebel Business Applications
  2. Creating a Label for a Customer Dashboard Field

Creating a Label for a Customer Dashboard Field

This topic is part of Modifying the Appearance and Layout of the Customer Dashboard.

Siebel CRM modifies the field labels that it displays in the Customer Dashboard depending on the data that it displays in the Customer Dashboard. For example:

  • If it displays contact information, then the labels are Customer Name, Work Phone #, Email Address, and so on.

  • If it displays opportunity information, then the labels are Opportunity Name, Account, Sales Stage, and so on.

If no data is available for the Customer Dashboard, then Siebel CRM displays labels for the default business component. The default business component is defined in the Persistent Customer Dashboard business service. The Contacts business component is predefined as the default business component.

The Siebel runtime repository contains placeholder controls, such as Label 1, Label 2, and so on. It contains predefined business service user properties, named Label 1, Label 2, and so on. These business service user properties map the placeholder labels to fields in the Customer Dashboard.

If you add a field to the Customer Dashboard, then you must define the label that replaces the placeholder label in the Siebel client. To create the label, you create an applet control for each business component field that you must display. The naming format for the applet control identifies it as a Label and identifies the business component and field that determine when Siebel CRM displays it.

To create a label for a customer dashboard field

  1. In Siebel Tools, in the Object Explorer, click Applet.

  2. In the Applets list, query the Name property for Persistent Customer Dashboard Applet.

  3. In the Object Explorer, expand the Applet tree, and then click Control.

  4. In the Controls list, create a new control using values from the following table.

    Property Description

    Name

    Enter a name. Use the following format:

    Label business component name.business component field name

    For example, to reference the SR Number field of the Service Request business component, you enter the following:

    Label ServiceRequest.SR Number

    Caption

    Define the label text that Siebel CRM must display in the Customer Dashboard.

    For example, to display the text SR Number before the customer dashboard field, you enter the following:

    SR Number

  5. Repeat the previous step for each label that you must display in the Customer Dashboard.

  6. Compile, and then test your modifications.