Guidelines for Naming a View
If you name a view, then use the following guidelines:
Use a prefix that identifies your company. For example, name a new view for ABC Incorporated as ABC Opportunity Detail - Tasks View.
Make the view name meaningful. Avoid adding a number suffix to a predefined name, such as Opportunity List View 2.
If the view differs because it is read-only, then indicate that it is read-only. For example, ABC Opportunity List View - Read Only.
Capitalize the first letter of each word. For example, Opportunity List View rather than opportunity list view.
Do not use a special character, such as an ampersand (&).
Guidelines for Naming a View According to the Type of View
The following table describes guidelines for naming a view according to the type of view.
Type of View | Name Format | Example |
---|---|---|
List-form view |
business component List View |
Account List View |
Master-detail view |
detail business component Detail - master business component View |
Opportunity Detail - Contacts View |
Explorer view |
business component Explorer View |
Account Explorer View |
Chart view |
master business component Chart View - detail business component Analysis |
Account Chart View - State Analysis |
Guidelines for Naming a View According to the Type of Aggregate View
The following table describes guidelines for naming a view according to the type of aggregate view. The text in italics indicates the text that Siebel CRM modifies according to the underlying entity. For more information, see Guidelines for Naming an Object.
Type of Aggregate View | Example |
---|---|
Personal |
My Personal Contacts |
Sales Rep |
My Contacts |
Manager |
My Team’s Contacts |
Organization |
All Contacts |
Sub Organizations |
All Accounts Across My Organizations |
All |
All Contacts Across Organizations |
Group |
User Catalog List View |
Catalog |
Products Across Catalogs |
Admin Mode |
Contacts Administration |