Essentials (Siebel 7.

7)

Module 3: Using the Siebel Client

Module Objectives

After completing this module you will be able to:

 Navigate Siebel 7.7 applications
 Describe Siebel user interface (UI) terminology
 Describe the relationship between lists, forms, and views

Why you need to know:

 Understanding the UI enables you to effectively use
Siebel applications
 Knowledge of standard application features provides
context for implementation later in the course

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Application Home Page
 Initial login to a Siebel application displays the application home
page

Individual users can

personalize their home
page by clicking Edit
Layout

Personalized data
provides direct links
to complete common
tasks

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Application-Level Toolbars and Menus
 Access elements related to global functions
 Thread bar assists navigation

Application-level
menu

Global toolbar

Thread bar

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Help Menu: Online Help and Technical Support
 The application-level Help menu offers Online Help
 Documents common end-user tasks
 Technical Support… in the Help menu identifies useful technical
information
 Includes current User ID and support contact information

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Global Toolbar: iHelp and Reports
 Access context-sensitive tasks and reports associated with the
active screen
Click the How Do I button to
access iHelp, which provides
guidance with tasks

Click the Reports button to

access reports for the screen
you are working in

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Global Toolbar: Site Map
 Access a list of all screens and views available to the user

Click the Site

Map button to
open the Site
Map directory

Intuitive
categorization
All detail views accessible
from the Site Map

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Browser Controls
 Use the browser Back and Forward buttons to navigate within
the Siebel application and between the Siebel application and
other applications
Use browser controls to go to screens
accessed in the current browser session

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Screen Home Pages
 Click the screen tabs to access data specific to a functional
area, such as Accounts, Opportunities, and Contacts
Screen tabs
Guided help with
common tasks

Links to records
based on predefined
queries and visibility

Links to recent
records

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Screens
 Represent groups of available views for a functional business
area, such as accounts, contacts, or opportunities

Screen tab

Selected list
record
Form contains
record detail

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Navigating Screens
 Click the different UI elements to navigate to different data

Screen tabs

Link bar

View tabs

Row indicator
Selected record

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Views
 Show detailed presentations of data related to the selected
screen and record

View tab

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Drop-Down Menu Screen and View Navigation
 Access additional tabs and links
 Once a user accesses a screen, the tab is displayed
Click to display additional
navigation links

Click to display additional

screen and view tabs

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Parent List Views
 Provide initial access to records and include a preview form
instead of detail view tabs
Parent list
view

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Drill Down for More Information
 Drill down on a hyperlink to see more information

1. Clicking account hyperlink…

2. ...navigates you to
the Account Detail -
Contacts view
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Detail Views
 Accessed by drilling down on a record

Preview form

Detailed view tabs

displayed
Detailed More
Info form view

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List Applets and Form Applets
 Views are made up of one or more applets
 List applets display records in rows
 Form applets display the fields of a single record
List
applet

Selected record

Form
applet

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Navigate List Applets and Form Applets
 Use the Menu button or scroll bars and arrows

Use scroll
bars/arrows to
navigate through
Standard applet lists of records
buttons

Form applet
navigation arrows

Applet-specific Right-click will also

menu items present menu context

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Freezing List Columns
 Freeze position in list columns
 Freeze columns by double-clicking column headers within list
applets
 Enhances ability to work effectively with lists that contain many
columns of data
 Drag and drop columns in and out of the frozen area

Double-click column
header to freeze (or
unfreeze) columns

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Control UI Presentation: Columns Displayed
 Click the Menu button, or right-click and select Columns
Displayed

Columns Selected columns

available to be in the list
used in the list

Click buttons
to sequence
columns

Click buttons to add to

or remove from
Selected Columns

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Control UI Presentation: Show More/Show Less
 Click the Show More or Show Less button in the top-right
corner of a list applet to see more or fewer records

1. Click Show
More ...

2. … to see
more records

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User Preferences
 Allows users to set individual preferences for some application
features
 Set time zone preferences
 Set a startup view
 Change default spell check options Select from the application-
 Customize aspects of the calendar level menu Tools > User
Preferences

New screen tab

Link bar appears
categorizes
preferences

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Inbox
 The Inbox is a centralized list of all items requiring your attention
 Examples:
 Approvals
 Notifications

 Inbox can contain different types of business components

 Examples:
 Service request
 Sales order
 Expense report
 Approvals

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Accessing Your Inbox
 Use the Site Map to navigate to the Inbox screen
Inbox views

Inbox Item detail

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Summary

This module showed you how to:

 Navigate Siebel 7.7 applications
 Describe Siebel user interface (UI) terminology
 Describe the relationship between lists, forms, and views

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Lab
 In the lab you will:
 Practice navigating in Siebel Call Center

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