Process of Creating a Screen Home Page View

To create a screen home page view, do the following tasks:

1. Defining Business Components for the Screen Home Page View

2. Creating Links to Frequently Accessed Data

3. Determining How Siebel CRM Displays Recent Records

4. Defining the Business Object for the Screen Home Page View

5. Creating Simplified Screen Home Page Applets

6. Creating a Screen Home Page View

7. Adding the Screen View to the Screen

This process describes guidelines that you can use to create a screen home page view. The actual tasks you perform and the sequence that you use to perform them will vary depending on your implementation requirements.

A screen home page view allows the user to access data in a screen. Typically, a screen home page view contains applets that help the user search and add records, and applets that display iHelp items, view links, and recent records. A screen home page view exists for various entities, such as accounts, contacts, opportunities, service, and households. You can define a screen home page view for other entities.