Integrating with the Customer Dashboard
The customer dashboard contains fields with customer-related data for an agent to view. Although the customer dashboard typically displays contact information, you can configure it in Siebel Tools to display other fields. The customer dashboard appears by default in the middle of a panel on the side of the Siebel application display area.
For more information about configuring the customer dashboard using Siebel Tools, see Configuring Siebel Business Applications.
You can configure customer dashboard fields to be populated, or cleared, automatically upon the execution of a communications event or command. For example, the fields might be populated from an event log when an inbound work item arrives, or cleared from an event log if the caller is not found in the database.
The fields in the dashboard are populated with customer data when you invoke a business service and method and pass values from business component fields or event data fields, such as the ANI phone number of a caller. If a match is produced, then the dashboard fields can be populated.
Related Topic
About the Communications Panel and Communications Toolbar Display
Related Books
Configuring Siebel Open UI
Configuring Siebel Business Applications