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Table Of Contents

Fundamentals
Logging Into Your Siebel Application
Enabling QuickStart Agent for the Siebel Mobile Web Client
About Access and Responsibilities in the Siebel Application
To exit the Siebel application
About Siebel Application Window Components
About the Application-Level Menu
About the User Interface ■ About the Branding Area in the User Interface
About the Branding Area in the User Interface
About the Application Toolbar
About the User Interface ■ About the Thread Bar in the User Interface
About the Thread Bar in the User Interface
About Screens in the User Interface
About Screen Home Pages
About Views and Subviews in the User Interface
About Using the Visibility Filter in Lists
About View Tabs in the User Interface
About Subviews in the User Interface
About Using the Drop-Down Arrow for Screen Navigation
About the User Interface ■ About the Link Bar in the User Interface
About the Link Bar in the User Interface
About Lists in the User Interface
About Vertical Scroll Bars in Lists
About Horizontal Scroll Bars in Lists
About the User Interface ■ About Forms in the User Interface
About Show More and Show Less Buttons in Lists
About Forms in the User Interface
About the User Interface ■ About Charts in the User Interface
About Charts in the User Interface
About the User Interface ■ About Explorer Views in the User Interface
About Explorer Views in the User Interface
About Common Buttons in Lists and Forms in the User Interface
About the Message Bar in the User Interface
About Text Fields
About Field Controls
About Check Boxes
About Option Buttons
About Drop-Down Lists
About Field Control Buttons
About the Currency Calculator
About the Calendar Control
About iHelp
Using iHelp ■ Using iHelp to Complete Tasks
Using iHelp to Complete Tasks
Using iHelp Map
Using Quick Fill to Add Records
Copying Records
Editing Records
Changing Multiple Records
Saving Data
Canceling Changes
Deleting Records
To delete a record using the menu button
To delete a record using the application-level menu
Printing Records
Using Record Hyperlinks
Displaying Record Count
Finding Information About Records
Identifying New Records
Flagging Records
Adding Notes to Records
Associating a Record with Another Record
To associate a record with another record
Merging Duplicate Records
Spell Checking Fields
Attaching Files to Records
Attaching URLs to Records
Organizing Columns in a List
Sorting Records in a List
Freezing Columns in a List
8Using Selection Dialog Boxes
Using Selection Dialog Boxes ■ Launching Selection Dialog Boxes
Launching Selection Dialog Boxes
Associating Records Using a Single Selection Dialog Box
Associating Records Using a Shuttle Dialog Box
Using Selection Dialog Boxes ■ Finding Records in a Selection Dialog Box
Finding Records in a Selection Dialog Box
Querying for Records in a Selection Dialog Box
About Predefined Queries
Creating, Executing, and Saving Queries
Refining Queries
Deleting Queries
Using the Query Assistant
Using Default Queries
Querying a Telephone Number
Simple Query Operators
Compound Query Operators
Query Tips
Using the Search Center
Search Operators
Running Reports
Emailing, Faxing, Paging, and Wireless Messaging
“Using the Send Email Command” on page91
Using the Send Email Command
Using the HTML Editor
Creating a Siebel Bookmark
Creating Shortcuts to Siebel Records
Importing Data
Exporting Data
12Synchronizing Data
About Database Synchronization
Illustration of a Synchronization Process
Synchronizing with a Personal Information Manager
About the Calendar
About Calendar Views
About Viewing Activities
About Calendar Activity Defaults
About Recurring Activity Defaults
About Calendar Activity Fields
About Using the Participant Availability Subview
About Using Group Calendars
About Using Alarms for Activities
Viewing Calendar Activities
Adding an Activity to the Calendar
To add an activity to the calendar
Adding a To Do Activity to the To Do List
Adding a Recurring Calendar Activity
Deleting a Calendar Activity
Deleting a Recurring Calendar Activity
To delete one instance of a recurring activity
Marking a To Do Activity Complete
Changing a Calendar Activity
Rescheduling an Activity
To reschedule an activity by stretching it
Adding Participants to an Activity
Removing Participants From an Activity
Reassigning an Activity
Granting Access to Your Calendar
Viewing Other Users’ Calendars
To view another user’s calendar
Snoozing and Dismissing Alarms
Changing the Date
Querying Your Calendar
Printing Your Calendar
Setting Time Zone Preferences
Setting a Startup View
Setting Quick Print Options
Setting Outbound Communications Preferences for Send Email
To set outbound communications preferences for Send Email
Setting Search Preferences
Setting Up Default Queries
Changing Default Spell Check Options
To change default spell check options
Customizing Aspects of the Message Bar
Setting Up View Links for Screen Home Pages
Showing, Hiding, and Reordering Screen and View Tabs
Customizing Aspects of the Calendar
Changing the Length of the Calendar Day
Setting Up a Default Calendar Activity Duration
Turning On Alarms for All Calendar Activities
Setting Up Default Alarm Lead Times
Setting Up a Default Alarm Snooze Time
Setting Up a Meeting Email Notification Prompt
Setting Up a Default Calendar View
Setting Up Another User’s Calendar as Your Default Calendar
To set up another user’s calendar as your default
Setting Up a Default Participant Availability Subview
Maintaining Quick Fill Templates
Setting Up Synchronization Preferences
Using Keyboard Shortcuts ■ Modes of Operation for Keyboard Shortcuts
Modes of Operation for Keyboard Shortcuts
Keyboard Shortcuts
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Fundamentals

Fundamentals

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Published by: Naveen on Jan 03, 2011
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