Fund Oui

Siebel CRM
Fundamentals for Siebel Open UI

Siebel Innovation Pack 2015
E52425-01
May 2015
Siebel CRM Fundamentals for Siebel Open UI, Siebel Innovation Pack 2015
E52425-01
Copyright 2005, 2015 Oracle and/or its affiliates. All rights reserved.
This software and related documentation are provided under a license agreement containing restrictions on
use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your
license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license,
transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse
engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is
prohibited.
The information contained herein is subject to change without notice and is not warranted to be error-free. If
you find any errors, please report them to us in writing.
If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it
on behalf of the U.S. Government, then the following notice is applicable:
U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software,
any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users
are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and
agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and
adaptation of the programs, including any operating system, integrated software, any programs installed on
the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to
the programs. No other rights are granted to the U.S. Government.
This software or hardware is developed for general use in a variety of information management
applications. It is not developed or intended for use in any inherently dangerous applications, including
applications that may create a risk of personal injury. If you use this software or hardware in dangerous
applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other
measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages
caused by use of this software or hardware in dangerous applications.
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of
their respective owners.
Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks
are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD,
Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced
Micro Devices. UNIX is a registered trademark of The Open Group.
This software or hardware and documentation may provide access to or information about content,
products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and
expressly disclaim all warranties of any kind with respect to third-party content, products, and services
unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its
affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of
third-party content, products, or services, except as set forth in an applicable agreement between you and
Oracle.
Contents
Preface ............................................................................................................................................................... xiii

Audience..................................................................................................................................................... xiii
Documentation Accessibility ................................................................................................................... xiii
Related Documents ................................................................................................................................... xiii
Conventions ............................................................................................................................................... xiii
1 Whats New in This Release

Whats New in Siebel Fundamentals for Siebel Open UI, Siebel Innovation Pack 2015 .......... 1-1
Whats New in Siebel Fundamentals for Siebel Open UI, Siebel Innovation Pack 2014 .......... 1-2
2 Getting Started with the Siebel Application

Logging In to the Siebel Application .................................................................................................. 2-1
About the Demo Application ........................................................................................................ 2-2
About the Home Page ...................................................................................................................... 2-2
About Access and Responsibilities in the Siebel Application ....................................................... 2-3
Using Browser Features........................................................................................................................... 2-3
Logging Out of the Siebel Application ............................................................................................... 2-4
3 About the User Interface

About Elements of Siebel Application Window ............................................................................... 3-2
About the Simplified User Interface .................................................................................................... 3-2
About Keyboard Navigation ................................................................................................................. 3-3
About the Side Menu .............................................................................................................................. 3-4
About the Branding Area ....................................................................................................................... 3-4
About the Application-Level Menu ..................................................................................................... 3-4
About the Application Toolbar ............................................................................................................ 3-4
About the Site Map ................................................................................................................................. 3-5
Using the Site Map .......................................................................................................................... 3-5
About the Action Pane ........................................................................................................................... 3-5
About Screens ........................................................................................................................................ 3-5
About Home Pages for Screens ............................................................................................................ 3-6
About the Second Level View Bar ....................................................................................................... 3-7
About the Resource Scheduler ............................................................................................................. 3-8
Explanation of Callouts ................................................................................................................... 3-9
About Explorer Views ......................................................................................................................... 3-10
iii
About Charts ......................................................................................................................................... 3-11
Saving Charts ................................................................................................................................. 3-12
About Views and Subviews ............................................................................................................... 3-12
About Using the Visibility Filter in Lists ................................................................................. 3-13
About the Third Level View Bar ................................................................................................ 3-13
About Subviews ............................................................................................................................ 3-14
About Lists ............................................................................................................................................. 3-14
About Navigating Between Records in a List .......................................................................... 3-15
About Horizontal Scrolling in Lists .......................................................................................... 3-15
About Expanding and Collapsing Lists .................................................................................... 3-15
About Forms .......................................................................................................................................... 3-16
About Common Icons in Lists and Forms ....................................................................................... 3-16
About the Menu Toolbar ..................................................................................................................... 3-17
About the Communications Panel ..................................................................................................... 3-18
About Notifications ............................................................................................................................. 3-18
About the Notification Icon and Panes ..................................................................................... 3-19
About Colors for Notifications ................................................................................................... 3-19
About the Saved Queries Drop-Down List ..................................................................................... 3-20
About the Query Control ..................................................................................................................... 3-20
4 About Records, Fields, and Field Controls

About Records .......................................................................................................................................... 4-1
About Fields ............................................................................................................................................. 4-2
Required Fields ................................................................................................................................ 4-2
Read-Only Fields .............................................................................................................................. 4-2
Maximum Number of Characters ................................................................................................. 4-2
About Text Fields .................................................................................................................................... 4-2
About Field Controls .............................................................................................................................. 4-3
About Check Boxes ................................................................................................................................. 4-3
About Option Buttons ............................................................................................................................ 4-4
About Drop-Down Lists ........................................................................................................................ 4-4
About Field Control Buttons ................................................................................................................. 4-4
About the Currency Calculator ............................................................................................................. 4-5
About the Calendar Control .................................................................................................................. 4-6
5 Using Selection Dialog Boxes

Launching Selection Dialog Boxes ...................................................................................................... 5-1
Associating Records Using a Single Selection Dialog Box ............................................................. 5-2
Associating Records with Existing Records in a Single Selection Dialog Box .................... 5-3
Associating Records with New Records in a Single Selection Dialog Box .......................... 5-3
Associating Records Using a Multiple Selection Dialog Box ......................................................... 5-3
Associating Records with Existing Records in a Multiple Selection Dialog Box ............... 5-3
Associating Records with New Records in a Multiple Selection Dialog Box ...................... 5-4
Querying for Records in a Selection Dialog Box .............................................................................. 5-5
Finding Records in a Selection Dialog Box ........................................................................................ 5-5
iv
6 Completing Common Record Tasks
Creating Records ..................................................................................................................................... 6-2
Creating Records Using the Plus (+) Icon ................................................................................... 6-2
Creating Records Using the Cogwheel Icon ............................................................................... 6-2
Creating Records Using the Application-Level Menu .............................................................. 6-2
Using Quick Fill to Create Records ..................................................................................................... 6-3
Creating Quick Fill Templates ...................................................................................................... 6-3
Applying Quick Fill Templates to New Records ....................................................................... 6-3
Using Quick Fill Templates to Create Records .......................................................................... 6-4
Creating Records by Using the Last Quick Fill Template ....................................................... 6-4
Copying Records ..................................................................................................................................... 6-4
Editing Records ........................................................................................................................................ 6-4
Changing Multiple Records .................................................................................................................. 6-5
Saving Records ......................................................................................................................................... 6-6
Canceling Changes to Records ............................................................................................................. 6-6
Deleting Records ..................................................................................................................................... 6-6
Deleting Records Using the Trash Can Icon ............................................................................... 6-7
Deleting Records Using the Cogwheel Icon ............................................................................... 6-7
Deleting Records Using the Application-Level Menu ............................................................. 6-7
Associating Records with Other Records ........................................................................................... 6-7
Printing Records ...................................................................................................................................... 6-8
Printing Records by Using Quick Print ....................................................................................... 6-8
Using Field Hyperlinks in Records ..................................................................................................... 6-9
Displaying Record Count ...................................................................................................................... 6-9
Finding Information About Records ................................................................................................... 6-9
About Accessing the About Record Dialog Box After a Merge ........................................... 6-10
Identifying New Records .................................................................................................................... 6-11
Flagging Records .................................................................................................................................. 6-11
Adding Notes to Records .................................................................................................................... 6-11
Merging Duplicate Records ............................................................................................................... 6-12
Spell Checking Fields in Records ..................................................................................................... 6-13
Attaching Files to Records .................................................................................................................. 6-13
Attaching Files to Records Using the New File Button ......................................................... 6-14
Attaching Files to Records Using the Cogwheel Icon ............................................................ 6-14
Attaching Files to Records Using Drag-and-Drop .................................................................. 6-15
Attaching URLs to Records ................................................................................................................ 6-15
Attaching URLs to Records Using the New URL Button ...................................................... 6-15
Attaching URLs to Records Using the Cogwheel Icon .......................................................... 6-15
Organizing List Columns ................................................................................................................... 6-16
Sorting List Columns ........................................................................................................................... 6-17
Sorting a Single List Column ...................................................................................................... 6-18
Performing an Advanced Sort in Lists ...................................................................................... 6-18
Locking List Columns ......................................................................................................................... 6-19
Resizing List Columns ........................................................................................................................ 6-20
v
7 Locating Information Using Query and iHelp
About Queries .......................................................................................................................................... 7-1
Predefined Queries .......................................................................................................................... 7-2
Case Insensitive and Accent Insensitive Queries ...................................................................... 7-2
About Common Buttons in Queries .................................................................................................... 7-2
Creating Queries for Records ................................................................................................................ 7-3
Finding Records in Lists ........................................................................................................................ 7-4
Refining Queries ..................................................................................................................................... 7-4
Deleting Queries ..................................................................................................................................... 7-4
Canceling Long-Running Queries ....................................................................................................... 7-5
Using the Query Assistant ..................................................................................................................... 7-5
About Using Default Queries ............................................................................................................... 7-7
About Querying a Telephone Number ............................................................................................... 7-7
Simple Query Operators ........................................................................................................................ 7-7
Compound Query Operators ................................................................................................................ 7-9
Tips for Queries .................................................................................................................................... 7-10
About iHelp ............................................................................................................................................ 7-11
Using iHelp to Complete Tasks.......................................................................................................... 7-12
Using the iHelp Map ............................................................................................................................ 7-12
8 Using Task UI
About Task User Interface ..................................................................................................................... 8-1
Using Task UI .......................................................................................................................................... 8-2
Navigational Buttons for Task UI ........................................................................................................ 8-2
9 Synchronizing Data
About Database Synchronization ........................................................................................................ 9-1
Synchronization Process ........................................................................................................................ 9-1
About Synchronizing with a Personal Information Manager Server ........................................... 9-2
10 Sharing Information
Using the Inbox ..................................................................................................................................... 10-1
Running Reports .................................................................................................................................. 10-1
Emailing, Faxing, Paging, and Sending Outbound Wireless Messages .................................... 10-2
Sending Email from the Siebel Application ............................................................................ 10-3
Using the HTML Editor ............................................................................................................... 10-5
Creating Siebel Bookmarks ................................................................................................................ 10-5
Creating Shortcuts to Siebel Records ............................................................................................... 10-6
Importing Data into the Siebel Application ................................................................................... 10-6
Exporting Data to an External File .................................................................................................... 10-7
11 Using the Calendar

About the Calendar .............................................................................................................................. 11-2
About Calendar Formats ..................................................................................................................... 11-3
About Calendar Views ........................................................................................................................ 11-4
vi
About Viewing Activities ................................................................................................................... 11-4
About Activity Defaults ...................................................................................................................... 11-5
About Recurring Activity Defaults ................................................................................................... 11-5
About Activity Fields ........................................................................................................................... 11-6
About Using the Participant Availability Subview ...................................................................... 11-6
About Using Group Calendars .......................................................................................................... 11-7
About Viewing Calendar Availability.............................................................................................. 11-7
Viewing Calendar Activities............................................................................................................... 11-8
Adding Activities to the Calendar .................................................................................................... 11-9
Entering Activities Directly in the Calendar ........................................................................... 11-9
Deleting Calendar Activities .............................................................................................................. 11-9
Creating Recurring Calendar Activities ......................................................................................... 11-10
Changing Recurring Activities to Nonrecurring Activities ................................................ 11-10
Deleting Recurring Calendar Activities ........................................................................................ 11-11
Deleting One Instance of a Recurring Activity ..................................................................... 11-11
Deleting Every Instance of a Recurring Activity .................................................................. 11-11
Adding Activities in the To Do List ............................................................................................... 11-11
Marking To Do Activities Complete .............................................................................................. 11-12
Changing Activities ........................................................................................................................... 11-12
Changing Nonrecurring Activities .......................................................................................... 11-12
Changing Recurring Activities ................................................................................................. 11-13
Rescheduling Activities .................................................................................................................... 11-13
Rescheduling Activities by Changing Date Fields ............................................................... 11-13
Rescheduling Activities by Using Drag-and-Drop .............................................................. 11-13
Rescheduling Activities by Stretching Activity Borders ..................................................... 11-14
Adding Participants to Activities .................................................................................................... 11-14
Adding Contacts to Activities ................................................................................................... 11-14
Adding Employees to Activities ............................................................................................... 11-14
Adding Resources to Activities ................................................................................................ 11-15
Removing Participants from Activities .......................................................................................... 11-15
Removing Contacts from Activities ......................................................................................... 11-15
Removing Employees from Activities .................................................................................... 11-16
Removing Participants from a Nonrecurring Activity ......................................................... 11-16
Reassigning Activities ....................................................................................................................... 11-17
Changing the Time Zone in Calendar ............................................................................................ 11-17
Granting Access to Your Calendar .................................................................................................. 11-18
Viewing Calendars of Other Users ................................................................................................. 11-18
12 Customizing Home Pages

About Home Page Controls ................................................................................................................ 12-1
Editing the Layout of Home Pages .................................................................................................... 12-1
13 Setting User Preferences

About User Preferences ....................................................................................................................... 13-1
Setting a Default Time Zone .............................................................................................................. 13-2
Setting a Startup View ........................................................................................................................ 13-2
vii
Setting Navigation Options ............................................................................................................... 13-3
Setting Themes ...................................................................................................................................... 13-3
Setting Transition Effects ................................................................................................................... 13-3
Setting Scroll Speeds ........................................................................................................................... 13-4
Setting Scroll Speeds for All Tile Applets ............................................................................... 13-4
Setting Scroll Speed for a Specific Tile Applet ....................................................................... 13-4
Setting the Color for User Interface Elements ................................................................................ 13-4
Setting Quick Print Options .............................................................................................................. 13-5
Setting Outbound Communications Preferences for Send Email .............................................. 13-6
Setting Up Default Queries ................................................................................................................ 13-7
Viewing Saved Queries ....................................................................................................................... 13-8
Changing Default Spell Check Options .......................................................................................... 13-8
Customizing Aspects of Notifications ............................................................................................. 13-9
Setting Up View Links for Screen Home Pages ........................................................................... 13-10
Showing, Hiding, and Reordering Screens or Views ................................................................. 13-11
Showing or Hiding Screens ....................................................................................................... 13-11
Showing or Hiding Views.......................................................................................................... 13-11
Changing the Order of Screen Tabs ........................................................................................ 13-12
Changing the Order of Views ................................................................................................... 13-12
Setting Up Default Views for Screens .................................................................................... 13-12
Customizing Aspects of the Calendar ............................................................................................ 13-13
Customizing the Length of a Workday ................................................................................... 13-13
Setting Up Default Calendar Activity Duration ................................................................... 13-14
Setting Up Email Prompts for Meetings ................................................................................. 13-14
Setting Up Default Calendar Formats ..................................................................................... 13-14
Setting Up Another Users Calendar as Your Default Calendar ........................................ 13-15
Setting Up Default Participant Chart Display ...................................................................... 13-15
Maintaining Quick Fill Templates ................................................................................................. 13-15
Renaming Quick Fill Templates .............................................................................................. 13-15
Deactivating Quick Fill Templates .......................................................................................... 13-16
Reactivating Quick Fill Templates .......................................................................................... 13-16
Deleting Quick Fill Templates ................................................................................................. 13-16
Adding Quick Fill Template Options in an Applet Menu ................................................. 13-17
Setting Pause Behavior for Task UI ................................................................................................ 13-17
About Setting Up Synchronization Preferences .......................................................................... 13-18
About Availability Fields in the Profile View ............................................................................. 13-18
14 Using Keyboard Shortcuts

Keyboard Shortcuts .............................................................................................................................. 14-1
About Keyboard Shortcuts Tables .................................................................................................... 14-1
Application Management Keyboard Shortcuts .............................................................................. 14-2
Online Help Keyboard Shortcuts ...................................................................................................... 14-2
General Navigation Keyboard Shortcuts ........................................................................................ 14-2
Layout Management Keyboard Shortcuts ....................................................................................... 14-3
Record Management Keyboard Shortcuts ....................................................................................... 14-4
Record Navigation Keyboard Shortcuts .......................................................................................... 14-4
Query Management Keyboard Shortcuts ........................................................................................ 14-5
viii
Field Management Keyboard Shortcuts .......................................................................................... 14-5
Calendar Control Keyboard Shortcuts ............................................................................................. 14-6
Calculator Control Keyboard Shortcuts ........................................................................................... 14-6
Communication Management Keyboard Shortcuts ...................................................................... 14-7
A Accessibility for Siebel Business Applications

About Section 508 Accessibility .......................................................................................................... A-1
About Web Content Accessibility Guidelines ................................................................................. A-2
About the Voluntary Product Accessibility Template .................................................................... A-2
About Screen Readers ........................................................................................................................... A-2
About Utilities for Visually Impaired Users .................................................................................... A-3
About Utilities for Physically Disabled Users ................................................................................. A-3
About Keyboard Navigation in Accessible Rich Internet Applications ..................................... A-3
Index
ix
List of Figures
21 Example of the Login Screen ..................................................................................................... 2-1
31 Example of the Siebel Application Window ........................................................................... 3-2
32 Example of the Simplified UI .................................................................................................... 3-3
33 Example of the Side Menu and List of Available Screens..................................................... 3-6
34 Example of the Second Level View Bar and a List of Available Views ............................. 3-8
35 Example of a Scheduler.............................................................................................................. 3-9
36 Example of an Explorer View ................................................................................................ 3-11
37 Example of a Chart .................................................................................................................. 3-12
38 Example of a List...................................................................................................................... 3-14
39 Example of the Record Number Range and the Total Number of Records for a List ... 3-15
310 Example of a Form ................................................................................................................... 3-16
311 Example of the Menu Toolbar................................................................................................ 3-17
312 Example of the Communications Panel ............................................................................... 3-18
313 Example of the Notification Summary Pane........................................................................ 3-19
314 Example of a Query Control................................................................................................... 3-20
41 Example of a Record in a List.................................................................................................... 4-1
42 Example of a Text Field in a Form............................................................................................ 4-2
43 Example of the Resizing Indicator for a Text Field................................................................ 4-3
44 Example of Check Boxes ............................................................................................................ 4-4
45 Example of Option Buttons ....................................................................................................... 4-4
46 Example of a Drop-Down List .................................................................................................. 4-4
47 Example of the Currency Calculator........................................................................................ 4-5
48 Example of the Calculator ......................................................................................................... 4-6
49 Example of the Calendar Control ............................................................................................. 4-6
51 Example of a Single Selection Dialog Box ............................................................................... 5-2
52 Example of a Multiple Selection Dialog Box........................................................................... 5-2
61 Example of the Change Records Dialog Box ......................................................................... 6-5
62 Example of the About Record Dialog Box ........................................................................... 6-10
63 Example of the Merge Records Dialog Box ......................................................................... 6-12
64 Example of the Spelling Dialog Box ..................................................................................... 6-13
65 Example of the Columns Displayed Dialog Box ................................................................ 6-16
66 Example of a Sort Arrow in a Column Header .................................................................. 6-18
67 Example of the Sort Order Dialog Box ................................................................................. 6-18
68 Example of a List View with Locked Columns ................................................................... 6-19
71 Example of the Query Assistant Dialog Box........................................................................... 7-6
72 Example of an Expanded iHelp Item .................................................................................... 7-11
91 Synchronization Process ............................................................................................................ 9-2
101 Example of the Send Email Dialog Box ................................................................................ 10-4
111 Example of the Calendar Screen ........................................................................................... 11-2
112 Example of Participant Availability Subview...................................................................... 11-6
113 Example of Calendar Availability ........................................................................................ 11-8
x
xi
List of Tables
11 Whats New in Siebel Fundamentals for Siebel Open UI, Siebel Innovation Pack 2015 . 1-1
12 Whats New in Siebel Fundamentals for Siebel Open UI, Siebel Innovation Pack 2014 . 1-2
31 Application Toolbar Controls .................................................................................................. 3-4
32 Main Elements for Screen Home Pages .................................................................................. 3-7
33 Visibility Filter Values............................................................................................................ 3-13
34 Description of Vertical Navigation Buttons ........................................................................ 3-15
35 Description of Show More and Show Less Buttons........................................................... 3-16
36 Common Icons in Lists and Forms....................................................................................... 3-17
37 Colors for Notifications.......................................................................................................... 3-19
41 Description of Field Control Buttons ...................................................................................... 4-5
42 Description of Currency Calculator Fields............................................................................. 4-5
43 Description of Calendar Control Elements ............................................................................ 4-7
51 Description of Select Buttons ................................................................................................... 5-1
71 Common Buttons in Lists and Forms ..................................................................................... 7-3
72 Simple Query Operators ........................................................................................................... 7-8
73 Compound Query Operators ................................................................................................... 7-9
81 Navigational Buttons in Task Wizard..................................................................................... 8-2
111 Calendar Format Buttons....................................................................................................... 11-3
112 Where Activities Appear ....................................................................................................... 11-4
113 Default Values for Calendar Activity Fields....................................................................... 11-5
114 Default Values for Repeat Until Field.................................................................................. 11-5
121 Home Page Controls............................................................................................................... 12-1
141 Application Management Keyboard Shortcuts .................................................................. 14-2
142 Online Help Keyboard Shortcuts ......................................................................................... 14-2
143 General Navigation Keyboard Shortcuts ............................................................................ 14-3
144 Layout Management Keyboard Shortcuts .......................................................................... 14-3
145 Record Management Keyboard Shortcuts .......................................................................... 14-4
146 Record Navigation Keyboard Shortcuts.............................................................................. 14-4
147 Query Management Keyboard Shortcuts............................................................................ 14-5
148 Field Management Keyboard Shortcuts .............................................................................. 14-5
149 Calendar Control Keyboard Shortcuts ................................................................................ 14-6
1410 Calculator Control Keyboard Shortcuts .............................................................................. 14-7
1411 Communication Management Keyboard Shortcuts .......................................................... 14-7
A1 Levels of View Bar Region for User Interface Areas............................................................ A-3
xii
Preface
This guide covers fundamental concepts and tasks related to Siebel Business
Applications.
Audience
This guide is intended for users, system administrators, and administrators.
Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle
Accessibility Program website at
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.
Access to Oracle Support

Oracle customers that have purchased support have access to electronic support
through My Oracle Support. For information, visit
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are
hearing impaired.
Related Documents
For more information, see the following documents on Oracle Technology Network:
Siebel Performance Tuning Guide
Siebel Chat Guide
Siebel CTI Administration Guide
Siebel Email Administration Guide
Siebel Release Notes on My Oracle Support
Conventions
The following text conventions are used in this document:
Convention Meaning
italic Italic type indicates book titles, emphasis, a defined term, or
placeholder variables for which you supply particular values.
xiii
Convention Meaning
monospace Monospace type indicates commands within a paragraph, code in
examples, text that appears on the screen, or text that you enter.
xiv
1
Whats New in This Release
1
This chapter describes new product features.
Whats New in Siebel Fundamentals for Siebel Open UI, Siebel Innovation
Pack 2015
Table 11 lists the changes in this revision of the documentation to support this release
of the software.
Note: Siebel Innovation Pack 2015 is a continuation of the Siebel

8.1/8.2 release.
Table 11 Whats New in Siebel Fundamentals for Siebel Open UI, Siebel Innovation
Pack 2015
Topic Description
"Using Browser Features" on Modified topic. It includes updated information about using
page 2-3 browser features.
"About the Simplified User New topic. It includes information about the Simplified User
Interface" on page 3-2 Interface.
"About Common Icons in Lists Modified topic. It includes updated information about
and Forms" on page 3-16 common buttons in lists and forms.
"About Charts" on page 3-11 Modified topic. It includes information about charts in Siebel
Innovation Pack 2015 and later.
"About Navigating Between Modified topic. It includes updated information navigating
Records in a List" on page 3-15 between records in a list.
"About Field Control Buttons" Modified topic. It includes updated information about field
on page 4-4 control buttons.
"About Common Buttons in New topic. It includes information about common buttons
Queries" on page 7-2 available when performing a query.
"About the Calendar" on Modified topic. It includes updated information about
page 11-2 printing calendars.
"Editing the Layout of Home Modified topic. It includes updated information about
Pages" on page 12-1 editing the layout of home pages.
"Setting Themes" on page 13-3 New topic. It includes information about setting themes.
Whats New in This Release 1-1

Whats New in Siebel Fundamentals for Siebel Open UI, Siebel Innovation Pack 2014
Whats New in Siebel Fundamentals for Siebel Open UI, Siebel Innovation
Pack 2014
Table 12 lists the changes in this revision of the documentation to support this release
of the software.
Note: Siebel Innovation Pack 2014 is a continuation of the Siebel

8.1/8.2 release.
Table 12 Whats New in Siebel Fundamentals for Siebel Open UI, Siebel
Innovation Pack 2014
Topic Description
"Logging In to the Siebel Modified topic. It includes information about the HTML5
Application" on page 2-1 Browser Compatibility link.
"About the Side Menu" on New topic.It includes information about navigating in the
page 3-4 Siebel Open UI client using the side menu.
"About the Action Pane" on New topic. It includes information about the action pane.
page 3-5
"About the Second Level View Modified topic. It includes new information about navigating
Bar" on page 3-7 in the Siebel Open UI client.
"About the Menu Toolbar" on New topic. It includes information about the menu toolbar.
page 3-17
"About the Communications New topic. It includes information about the communications
Panel" on page 3-18 panel.
"About the Query Control" on New topic. It includes information about the query control
page 3-20
"About Check Boxes" on Modified topic. It includes information about check boxes.
page 4-3
"Locking List Columns" on New topic. It includes information about locking columns in
page 6-19 a list view.
"Tips for Queries" on page 7-10 Modified topic. It includes information about using check
boxes in queries.
"About iHelp" on page 7-11 New topic. It includes information about iHelp.
"Using iHelp to Complete New topic. It includes information about using iHelp to
Tasks" on page 7-12 complete tasks.
"Using the iHelp Map" on New topic. It includes information about using the iHelp
page 7-12 Map.
"About the Calendar" on Modified topic. It includes information about the calendar all
page 11-2 day slot, and workday
"About Viewing Calendar New topic. It includes information about viewing availability
Availability" on page 11-7 in calendar.
"About Using the Participant New topic. It includes information about using the
Availability Subview" on Participant Availability subview in calendar.
page 11-6
"Adding Participants to Modified topic. It includes updated information about
Activities" on page 11-14 adding participants to activities.
"Removing Participants from Modified topic. It includes updated information about
Activities" on page 11-15 removing participants to activities.
1-2 Siebel CRM Fundamentals for Siebel Open UI

Table 12 (Cont.) Whats New in Siebel Fundamentals for Siebel Open UI, Siebel
Innovation Pack 2014
Topic Description
"Setting Navigation Options" Modified topic. It includes information about the Side Menu
on page 13-3 icon, and how to modify navigation options.
"Customizing the Length of a Modified topic. It includes information about colored start
Workday" on page 13-13 and end time lines for workday hours.
"Setting Up Default Participant New topic. It includes information about setting up default
Chart Display" on page 13-15 participant chart display.
Whats New in This Release 1-3


2
Getting Started with the Siebel Application
2
This chapter describes how to get started with the Siebel application from Oracle. It
includes the following topics:
Logging In to the Siebel Application
About Access and Responsibilities in the Siebel Application
Using Browser Features
Logging Out of the Siebel Application

You access the Siebel Web Client application using a URL provided by your
organization.
Figure 21 shows an example of the login screen.
Figure 21 Example of the Login Screen
To log in to the Siebel application

1. Use your browser to navigate to the URL provided by your organization.
A login screen appears.
Getting Started with the Siebel Application 2-1

Note: The language of the application screens is controlled by

language codes. Language codes used by Siebel Business Applications
use a three-letter code, such as ENU for U.S. English, FRA for French,
THA for Thai, and so on. Your Siebel administrator provides the URL
for the language you want. For more information about global
deployments of Siebel Business Applications, see Siebel Global
Deployment Guide.
2. Enter your user ID and password.

Contact your Siebel administrator if you are not sure of your user ID or password.
3. (Optional) To save your user ID, select the Remember my User ID check box.
For more information about the Remember my User ID option, see Siebel Security
Guide.
4. (Optional) Click the HTML5 Browser Compatibility link on the login screen to
show your browser's compatibility with HTML5 features.
HTML5 is a core technology markup language of the Internet and is used to
structure and present content on the Web. If an HTML5 feature is not compatible
with your browser, then you can click the question mark icon to review more
information about that feature and about the limitations that you might experience
in the Siebel CRM application because of this incompatibility.
5. Click the Login button.
6. If the Siebel Browser Check dialog box appears, then follow the on-screen
instructions.
Note: If the setting zone in your browser is set to medium or higher,

then you might see a security warning window when you launch the
Siebel application. To remove this window and make sure it does not
appear again, check the Always trust content from Oracle check box.
About the Demo Application

If your organization sets up access to the Sample database, and you are running the
Siebel Mobile Web Client, then you can familiarize yourself with the Siebel application
through the demo version. The demo application automatically logs you in and
connects you to the Sample database. You can add and delete information in the
Sample database while becoming familiar with the Siebel application.
About the Home Page

After you log in to the Siebel application, your home page appears. Your home page
shows items that are most useful to you while you use the Siebel application. For
example, your home page can show service requests if you are a call center agent,
opportunities if you are a salesperson, or a list of your daily activities. You might also
want to see your daily calendar so you can manage your daily appointments.
The records that appear in the My lists on the home page are determined by default
criteria that are set by your Siebel administrator. For more information about how the
records in these lists are filtered, contact your Siebel administrator.

The information on your home page is determined by your organization. However,

you can remove and rearrange the home page elements to better manage the
information and determine what you see. For more information, see "Customizing
Home Pages" on page 12-1.
About Access and Responsibilities in the Siebel Application

You are assigned an employee login on the server with a unique ID and password. The
login assigned to you defines your job responsibilities, and the data you can access to
fulfill those responsibilities, when you log in to the Siebel application.
Responsibilities are defined for you by your Siebel administrator. They determine the
collection of views you see. For example, if you are a sales manager, then you need
views to manage your teams accounts, contacts, and opportunities, but your sales
representatives do not need these views.
A position is the basis for determining the data you can access. It allows you to see
certain records but not other records. The position represents an assigned job title
within an organization. By assigning you a position (job title), the Siebel administrator
can determine the set of data you see. For example, a South American vice president of
sales does not see the same data as a North American sales representative.
The following factors can determine the records you see:
A record can be assigned an owner, meaning that it can be assigned to only one
person. Only the owner of the record can see it. This type of record is called a
personally owned record because only one user can own the record.
A record can be assigned to a team. Only the people who are team members in the
team for the record can see the record.
Companies can distribute records by organization. For example, users in the South
American region of an organization see only records for South America.
Companies with channel partners can also use organizations to partition data,
allowing their partners to access only the data that they need.

To view the screens and views that you previously accessed in your current session,
you can click the back and forward buttons in your browser. To find browser screens
that you recently accessed in the Siebel application, use the history feature for your
browser, and click the link you want from the list.
You can use the zoom feature in your browser to control how you see screen content,
and you can use the print feature in your browser to print records. For more
information, see "Printing Records" on page 6-8.
To refresh data in your Siebel application, it is recommended that you use Siebel query
functionality. For more information about querying, see Chapter 7, "Locating
Information Using Query and iHelp."
The Siebel application also rebuilds the memory cache (view layouts). These view
layouts are your most frequently used views. For more information about view
layouts and the memory cache, see Siebel Performance Tuning Guide on Oracle
Technology Network
(http://www.oracle.com/technetwork/indexes/documentation/index.html).
Getting Started with the Siebel Application 2-3


After you use the Siebel application, you exit it.
To log out of the Siebel application
From the application-level menu, choose File, then Log Out.
Note: Do not close the browser window to exit the Siebel

application.

3
About the User Interface
3
This chapter describes how to use the user interface. It includes the following topics:
About Elements of Siebel Application Window
About the Simplified User Interface
About Keyboard Navigation
About the Side Menu
About the Branding Area
About the Application-Level Menu
About the Application Toolbar
About the Site Map
About the Action Pane
About Screens
About Home Pages for Screens
About the Second Level View Bar
About the Resource Scheduler
About Explorer Views
About Charts
About Views and Subviews
About Lists
About Forms
About Common Icons in Lists and Forms
About the Menu Toolbar
About the Communications Panel
About Notifications
About the Saved Queries Drop-Down List
About the Query Control
About the User Interface 3-1


Figure 31 shows the main elements of an example of the Siebel application window
using the default Siebel Open UI theme.
Figure 31 Example of the Siebel Application Window
About the Simplified User Interface

In Siebel Innovation Pack 2015 and later, the Simplified User Interface is available as
an alternative theme for the Siebel Open UI client. While the Simplified UI is not the
default theme, the Siebel Open UI client can be configured to use this theme. For
information about setting themes, see "Setting Themes" on page 13-3.
Figure 32 shows the main elements of a home page using the Simplified UI theme.

Figure 32 Example of the Simplified UI
When viewing the home page using the Simplified UI theme, such as in Figure 32, the
home page contains familiar elements such as My Quotes, and the menu toolbar. On
the right side of the screen, are a series of springboard icons that you can click or tap to
access a particular screen.
Once a screen is chosen, available views can be accessed using the floating side drawer
on the right side of the screen. Additionally, springboard icons appear within a
horizontal scroll list above the selected screen.

The following keys facilitate keyboard navigation in Siebel Business Applications:
TAB and TAB+SHIFT. Press TAB to navigate forward and TAB+SHIFT to navigate
backward between widgets (interface elements, such as the application menu and
the application toolbar).
Arrow keys. Press the arrow keys to navigate within a widget (such as within a
list applet, within a form applet, within a drop-down list, and so on).
ENTER. Press ENTER to navigate to the screen if the focus is on the screen or to
navigate to the view if the focus is on the view.
ESC. Press ESC to close an interface element, such as a calendar control, a
calculator control, and so on, without saving changes in the interface element.
Also, press ESC to cancel an operation, such as an operation to create a query or to
create a new record.
You can also use keyboard shortcuts to navigate in the user interface, but you might
find these keys easier to remember and use than keyboard shortcuts. For more
information about keyboard shortcuts, see "Using Keyboard Shortcuts" on page 14-1.

About the Side Menu
About the Side Menu

The Side Menu icon appears at the top left side of the Siebel application. It is
characterized by three horizontal lines stacked on top of one another. Click the Side
Menu icon to view a list of available screens.
About the Branding Area

In the preconfigured application, the branding area is located in the top left corner of
the application window and shows the Oracle logo. In your application, the branding
area might not be in this location and might show your company logo.
About the Application-Level Menu

The application-level menu is located in the top left corner of the application window.
The functionality provided by each menu in the application-level menu depends on
the Siebel application and the configuration you use. Each menu option lets you
perform a task. Look for topics in this document that explain the task you want to
perform to find out how you can use a menu and its options.
About the Application Toolbar

The application toolbar appears below the application-level menu. Table 31 describes
the tools available on the application toolbar.
Table 31 Application Toolbar Controls

Control Name Description Related Information
New Query Starts a new query. Chapter 7, "Locating
button Information Using Query
and iHelp"
Execute Query Executes a query. Chapter 7, "Locating
button Information Using Query
and iHelp"
Apply Target List Applies a target list to a view. Siebel Applications
button Administration Guide.
Save Target List Creates a target list. Siebel Applications

button Administration Guide.
Site Map button Displays the Site Map. "About the Site Map" on
page 3-5
How Do I button Accesses iHelp, which provides "About iHelp" on

guidance with tasks. page 7-11
Tasks button Activates a Task UI wizard to guide Chapter 8, "Using Task

you through a series of steps to UI"
complete a specific task.
Quick Print Prints the data you are currently "Printing Records" on
button viewing. Your user preferences can page 6-8 and "Setting
disable this button. Quick Print Options" on
page 13-5

About Screens
Table 31 (Cont.) Application Toolbar Controls

Control Name Description Related Information
Reports button Accesses reports for the screen you "Running Reports" on
are working in. page 10-1
About the Site Map

Your organization determines the screens appear in the application window. These
screens might be only a subset of the available screens. You access a screen by clicking
the Side Menu icon, then selecting the related screen from the list screens, or by using
the Site Map.
If the screen tab you require does not appear in the screen tabs, then you can show that
screen tab with the other screen tabs so that you can easily access it. For more
information about how to show screen tabs, see "Showing, Hiding, and Reordering
Screens or Views" on page 13-11.
Using the Site Map

To see a list of all the screens available to you, use the Site Map.
To navigate to a screen using the Site Map
1. Do one of the following:
From the application-level menu, choose Navigate, then Site Map.
Click the Site Map button on the application toolbar.
2. (Optional) To restrict the hyperlinks that appear in the Site Map, enter appropriate
text in the field for searching.
3. In the Site Map, click the hyperlink for the screen you want to navigate to.
The Site Map displays the screen name and all the view names available in that
screen.
4. Click a hyperlink to navigate to the screen or view.
About the Action Pane

You can access the individual Action Pane controls in one of the following ways:
Click the appropriate button on the application toolbar.
These buttons include the How Do I button and the Tasks button.
From the application-level menu, choose View, then Action Pane.
The menu items are checked if the corresponding pane is open.
The state of the Action Pane is retained across your sessions. For example, if the Action
Pane is open in Task mode when you exit the Siebel application on Monday night,
then the Action Pane is open in Task mode when you log in on Tuesday morning.
About Screens
Information in the Siebel application is organized into screens. You access a screen by
clicking the appropriate screen from the Side Menu, such as Opportunities, Calendar,
or Accounts, and by using the Site Map.

Figure 33 shows the Side Menu with the list of available screens.
Figure 33 Example of the Side Menu and List of Available Screens
The active screen frequently appears in a different color than the color for the other
screens in the list. In Figure 33, the active screen tab is Accounts.
You can also use the Site Map to navigate to a screen. If you select a screen that does
not appear in the screen list from the Site Map, it appears in the screen list once you
navigate to that screen. This screen is visible only for the current session. For more
information, see "About the Site Map" on page 3-5.
You can specify the screens that appear in the Siebel application. For more
information, see "Showing, Hiding, and Reordering Screens or Views" on page 13-11.
A Siebel administrator can change the screen tab icons in Siebel Tools. If you do not
want to display icons on the screen tabs, then contact your Siebel administrator.
You can also configure your Siebel application to show screen tabs across the top of the
screen, or in a tree format on the left side of your screen. For more information, see
"Setting Navigation Options" on page 13-3.

A screen home page is a gateway to the common functions for that screen. Table 32
describes the main elements in screen home pages.

Table 32 Main Elements for Screen Home Pages

Element Description
Edit Layout A button that you click to configure the areas that appear on the screen home
button page. For more information, see "Editing the Layout of Home Pages" on
page 12-1.
Frequently An area that contains a list of links to the lists of data with which you most
Viewed Screen frequently work. This list can be a combination of predefined queries and
name visibility filters.
Recent Recent items area that contains a list of the last five records that you accessed
Records (by drilling down on the record), created, or modified. This area allows you to
return to a recent record with a single click. Recent records are stored in your
user preferences.
iHelp Task area that contains a list of links to the most important tasks for the screen.
When you drill down on a task, iHelp is launched to guide you through the
completion of the task.
Add Add area that you use to add new records. You complete the fields, and click
Add & Go to add the record to the database and navigate directly to the form
containing the new record you add.
Note: Multi-Value Groups (MVGs) are not supported on Rapid

Search or Rapid Add applets.
Related Topics
Chapter 12, "Customizing Home Pages"
"Setting Up View Links for Screen Home Pages" on page 13-10

Screens contain sets of information in views. These views display data in different
formats. For example, you can sometimes view the same data in an explorer view, in a
chart, or in a list. You access these views by clicking the second level view bar. The
second level view bar is immediately below the application toolbar, on the left side of
the screen. Figure 34 shows an example of the second level view bar with a list of
available views.

Figure 34 Example of the Second Level View Bar and a List of Available Views
The active view appears in a different color in the view list. In Figure 34, the active
view is Account List. If the view you want to use is not visible, then use the scroll
down arrow on the right side of the list to display and select that view.
You can configure your Siebel application to show screens and views in tab format at
the top of your screen or in tree format on the left side of your screen. For more
information, see "Setting Navigation Options" on page 13-3.

A Resource Scheduler is a type of bar chart that illustrates a schedule. You can access
the Resource Scheduler by navigating to the Function Space Diary screen.
Figure 35 displays a Resource Scheduler and uses the floor plan of a hotel as an
example. The Resource Scheduler sets values according to this example. You can use
your own values to meet your deployment requirements.

Figure 35 Example of a Scheduler
Explanation of Callouts
The Resource Scheduler includes the following items:
1. Date navigation bar. Enables the user to modify the date displayed in the
schedule.
2. Timescale selector. Includes the following:
D/H. Days and hours
D/DP. Days and day parts
W/D. Weeks and days
W/DP. Weeks, days, and day parts
M/D. Months and days
M/DW. Months, days of the week, and day parts
A day part is a time period that occurs during the day. For example, morning,
afternoon, evening, and night are day parts. You can customize the time period
that defines a day part. For example, the morning day part comes predefined as
8:00 AM to Noon. You can modify it to another time period, such as 9:00 AM to
Noon.
3. Display options / Filter pane. Enables the user to modify display options and set
filters.

4. Resource pane. Displays a list of resources. A resource is something that the

Resource Scheduler can use to support an event. A room is an example of a
resource. An event is something that occurs in the Resource Scheduler. A meeting
is an example of an event.
5. Timescale pane. Displays a timescale pane that includes date and time
information. It includes the following items:
The major axis is a dimension that appears in the timescale pane. In Figure 35,
the major axis displays Thursday, August 15.
The minor axis is a dimension that appears in the timescale pane. In Figure 35,
the minor axis displays the time of day, such as 10AM.
The third axis is a dimension appears in the timescale pane. It displays this axis
as a third dimension in addition to the major axis and the minor axis. You can
use the third axis to display Siebel CRM information according to your
deployment requirements. In Figure 35, the third axis displays the total
number of rooms that are available in the resource for the current day. For
example, 300/380 indicates that 300 rooms out of a total of 380 rooms are
available for the current day.
6. Schedule pane. Displays the schedule as a timeline. It includes events that are
scheduled for each resource.
7. Legend. Displays a legend that describes the meaning of each color that appears in
the Schedule pane.
An abbreviation is a shortened version of a value that you can specify in the Value
property of an object that the Resource Scheduler uses. ST is an example of an
abbreviation. It indicates the start time of the Resource Scheduler. Siebel Open UI uses
these abbreviations to reduce the volume of data transmission that occurs during
communication from the Siebel Server to the client.

An explorer view displays data in a compact hierarchical format. Typically, you can
access an explorer view by clicking an explorer view in the view list below
Figure 36 shows an example of an explorer view.
An explorer view is an expandable tree view. The tree control appears in the left pane
of the content area. You select the control for the tree branch that you want to view,
and the detail information for that tree branch appears in the right pane.
A folder in the tree preceded by an arrow contains other folders. Click the arrow to
expand the folder and show its contents. The list in the right pane always shows the
contents of the selected folder in the tree control. Click to the left of a folder to collapse
the folder.
Note: If you cannot access a parent record, then you cannot access
any of that records child or grandchild records in an explorer view,
even if you can access the child or grandchild records in other views.

About Charts
Figure 36 Example of an Explorer View
About Charts
Data can appear in chart format. Charts are graphical representations of data and are
available as views in some screens. Use charts to compare data sets. Typically, you can
access a chart by clicking the charts hyperlink on the link bar below the screen tab.
Figure 37 shows an example of a chart.
Use the drop-downs list at the top of the chart to determine the data to include in the
chart. Most charts also include a control buttons representing chart types from which
you can select the format of the chart, for example, a bar chart or a pie chart.

Figure 37 Example of a Chart
Saving Charts
You can save charts in the Siebel application for use in other applications, for example,
in Microsoft PowerPoint. When you save a chart, you have a copy of the chart that you
can include in presentations, documents, or other places where you might want to
display it.
To save a chart
1. Navigate to the chart you want to save.
2. Right-click the chart, and select Save Image As.
3. In the dialog box that appears, do the following:
a. Navigate to the location where you want to save the chart.
Do not change the default file name, or enter a new name in the File name
field.
b. Select an image type from the drop-down list for the Save as type field.
c. Click Save.

Views exist within screens and can contain lists, forms, charts, explorer views,
subviews and so on.
After selecting the screen, you must determine the set of records you want to view in
the selected screen. In some cases, a screen home page appears. In other cases, a
default set of records appears in a list. In these other cases, you can use the visibility
filter to access a different set of records.
You use third level view bar after you drill down on a field in the record you want to
view or change. The third level view bar allows you to select a subview that show

detailed presentations of data related to the selected record. In some cases, subviews
provide access to additional information about a record.
This topic contains the following information:
"About Using the Visibility Filter in Lists" on page 3-13
"About the Third Level View Bar" on page 3-13
"About Subviews" on page 3-14
Related Topics
"About Lists" on page 3-14
"About Forms" on page 3-16
"About Charts" on page 3-11
"About Explorer Views" on page 3-10
About Using the Visibility Filter in Lists

The visibility filter, which appears in list headers, lets you access a set of records by
filter values, such as My Accounts, My Teams Accounts, and so on.
For example, you want to query for information about an account. However, you do
not own the account. The default filter value for the Accounts screen is My Accounts,
which displays only your account records. To see every account record that you can
access, use the visibility filter to choose the All Accounts filter value. You can then see
the account records that you can access.
Table 33 describes each filter value in the visibility filter. In this table, the Accounts
screen is used as an example, but these filters can appear in any screen. Because of
your responsibilities, you might not see some filters in this table.
Note: My views show your login name in the Team field if the field
appears in the view. All views show the login name of the primary
team member in the Team field if the field appears in the view.
Table 33 Visibility Filter Values

Filter Description
My Accounts Shows items that are specific to you. You are the only user who can see
these items, unless you are a member of a team that can access them.
My Teams Allows a manager to look at the items belonging to that managers team.
Accounts For example, a manager can select the My Teams Accounts visibility filter
and view the accounts that each team member is currently working on.
You cannot add a new record to My Teams Account view unless users
report to you.
All Accounts Allows you to view all accounts that you are permitted to access.
All Accounts Allows a user with the appropriate responsibilities to view all of the
Across accounts in all of the companies. This view is for companies that have
Organizations partnerships with other companies.
About the Third Level View Bar

The third level view bar appears in the bottom part of the application window after
you drill down on a field in a record. Clicking on the third level view bar reveals a list

About Lists
of available third level views. Click a third level view to display the data for the
drilldown record. For example, if you are viewing a contact in the Contacts screen,
then clicking the Activities third level view displays the activities associated with the
contact. The third level view bar looks similar to the second level view bar, except its
placement is further down the screen.
An active third level view tab appears in a different color than the color for the other
view tabs. If the view you want to use is not visible, then use the scroll down arrow on
the right side of the list to display and select that third level view.
You can specify the third level views that appear in the Siebel application. For more
information, see "Showing, Hiding, and Reordering Screens or Views" on page 13-11.
About Subviews
Subviews appear directly below the displayed information for a selected third level
view. A subview provides more details about the selected record in the view. Not all
third level views have subviews. If a view has a subview, then the subview appears
automatically.
About Lists
A list consists of multiple records, presented as rows. For information about
determining the number of records in a list, see "Displaying Record Count" on
page 6-9.
Each record consists of multiple fields. The first record in a list is selected and
highlighted a color (for example, blue) when you access the list. You can select a record
in a list by clicking any field in the record. Your selection highlights the selected
record. If you select other records, then the last record you select is highlighted in blue,
and the other records you select are highlighted in yellow. If the field you click is
editable, then the field converts to edit mode, and you can enter a value in the field.
Figure 38 shows an example of a list.
Figure 38 Example of a List

About Lists
In a list, you scroll vertically and horizontally to view data.

"About Navigating Between Records in a List" on page 3-15
"About Horizontal Scrolling in Lists" on page 3-15
"About Expanding and Collapsing Lists" on page 3-15
About Navigating Between Records in a List

Use the navigation buttons that appear at the bottom of a form below the list to
navigate between the records in the list. Table 34 describes the navigation buttons.
Table 34 Description of Vertical Navigation Buttons

Button Description
Navigates to the previous record set.
Navigates to the previous record.
Navigates to the next record.
Navigates to the next record set.
The record number range for a list appears in the top right corner of the list, and
shows the number range for the records that appear in the list. The record number
range changes as you navigate between the records in the list. An estimate of the total
number of list records appears to the right of the record number range. You must scroll
to the end of the list to see the exact total number of list records to the right of the
record number range. Figure 39 shows an example of the record number range and
the total number records for a list.
Figure 39 Example of the Record Number Range and the Total Number of Records for a
List
About Horizontal Scrolling in Lists

Use the horizontal scroll bar to navigate through all of the columns in a list. The
horizontal scroll bar appears above the vertical navigation buttons in lists that contain
more columns than can fit on the screen. For information about designating the
columns that appear on the screen, see "Organizing List Columns" on page 6-16.
About Expanding and Collapsing Lists

Every list has a show more button or a show less button in the top right corner.
Clicking the show more or show less button allows you to see more or fewer records in
a list. Table 35 describes the show more and show less buttons.

About Forms
Table 35 Description of Show More and Show Less Buttons

Button Description
Displays more records to expand a collapsed list.
Displays fewer records to collapse an expanded list.
About Forms
A form that appears below a list contains the data for the record you select in the list.
Also, when you drill down on a field in a record in a list, you see a form at the top of
the screen that contains data for the record you drill down on. A form contains the
data for one record. Figure 310 shows an example of a form.
If you are authorized to edit the information in a form, then you can change field data
directly in the form. Step off the form to save your changes. All required fields appear
with a star icon next to the field name in the form.
In some cases, you can click the show more button to access a long form, and then
click the show less button to access the short form. These buttons appear in the top
right corner of the form. For examples of the show more and show less buttons, see
"About Expanding and Collapsing Lists" on page 3-15.
Figure 310 Example of a Form
The record navigation buttons are located in the top right corner of each form. Use the
left arrow button to navigate to the previous form record and the right arrow button to
navigate to the next form record.
The record number for a form appears in the top right corner of the form between the
record navigation buttons. The record number changes as you navigate between
forms. An estimate of the total number of form records appears to the right of the
record number. You must navigate to the last form to see the exact number of form
records to the right of the record number.
About Common Icons in Lists and Forms

Icons appear at the top of lists and forms. Table 36 describes these icons. Your Siebel
application might contain additional icons or other elements on each list and form.

Table 36 Common Icons in Lists and Forms

Button Description
The cogwheel icon accesses a menu of options that
apply to the active form, list, explorer view, or selected
record in a list. Using the options in the cogwheel icon,
you can perform actions such as copying, deleting, and
advanced sorting.
The plus (+) icon creates a new record. In a list, clicking
this icon inserts a new row at the top of the list so you
can create a new record. In a form, clicking this icon
displays a form with empty fields that you can fill in to
create a new record.
The double plus icon (++) adds to an existing record.
The arrow-pointing-to-a-box icon saves the record.
The arrow-pointing-up-and-back icon cancels

modifications to the selected record.
The trash can icon deletes the selected record.
The magnifying glass icon starts a query in a form or

list so that you can specify query criteria. For more
information about querying, see Chapter 7, "Locating

When using the Siebel Open UI Client in Siebel Innovation Pack 2014 and later, the
menu toolbar appears at the top right side of display area.
Figure 311 shows the menu toolbar.
Figure 311 Example of the Menu Toolbar
The following list describes the five areas of the menu toolbar, from left to right:
The communications icon. Click this icon to open the communications panel. For
more information, see "About the Communications Panel" on page 3-18.
The saved queries drop-down list. Click the drop-down list to access contextual
saved queries. For more information, see "About the Saved Queries Drop-Down
List" on page 3-20.
The magnifying glass icon. Click this icon to open the query control. For more
information, see "About the Query Control" on page 3-20.
The notification icon. Click this icon to open the Notification Summary pane. For
more information, see "About Notifications" on page 3-18.
The settings icon. Click this icon to change your settings or to logout.


The communications panel can be accessed by clicking the communications icon on
the menu toolbar of the Siebel Open UI Client. For more information about the menu
toolbar, see "About the Menu Toolbar" on page 3-17.
The communications panel contains a header area, the communications toolbar, the
customer dashboard and the chat panel. Your communications panel might not
contain all of these elements, depending on your deployment the Siebel Open UI
Client.
The communications panel can appear in a docked position or as a floating pane in the
Siebel Open UI Client. It can be docked and undocked by clicking the push-pin icon.
When the communications panel is floating, it can be dragged anywhere within the
confines the main Siebel Open UI Client area.
Users can control the size of the communications panel by clicking the widen and
narrow icons. Users can close the communications panel by clicking the close (X) icon.
Figure 312 shows an example of the communications panel.
Figure 312 Example of the Communications Panel
For more information about the communications panel and the communications
toolbar, see Siebel CTI Administration Guide. For more information about the chat panel
and the customer dashboard see Siebel Chat Guide.
About Notifications
Managers and the Siebel administrator can use notifications (or broadcast messages) to
communicate information to their direct reports and to others in the organization. If
the Siebel administrator provides you with the proper authority, then you can
customize the behavior of notifications in your user preferences. For more information,
see "Customizing Aspects of Notifications" on page 13-9.
"About the Notification Icon and Panes" on page 3-19
"About Colors for Notifications" on page 3-19

About Notifications
About the Notification Icon and Panes

You can access notifications by using the Notification icon on the menu toolbar. For
more information about the menu toolbar, see "About the Menu Toolbar" on page 3-17.
If this icon is blinking, then you have at least one unread message with a level of
importance (or severity) of Urgent with Alert.
When you click the Notification icon, the Notification Summary pane appears listing
the summary text of each message. Figure 313 shows an example of the Notification
Summary pane.
Figure 313 Example of the Notification Summary Pane
When you expand the notification by selecting the arrow to the right of the notification
in the Notification Summary pane, the details appears for that message. A blinking
Notification icon stops blinking when the Notification Details pane appears. Read
messages are not included in the message number that appears in the Notification
icon.
In the Notification Summary pane, unread messages appear at the top of the pane and
are sorted by message date with later messages listed before earlier messages. Read
messages appear in italic text below the unread messages and are also sorted by
message date with later messages listed before earlier messages.
About Colors for Notifications

Colors in notifications indicate the level of importance (or severity) of the message or
of specific text in the message. Table 37 describes the level of importance for each
color in the preconfigured Siebel application.
Table 37 Colors for Notifications

Color Level of Message Importance
Gray Normal
Yellow High
Red Urgent
Red Urgent with Alert
The color for the level of message importance applies the message text in the
Notification Summary pane. If specific message text in the Notification Details pane is
tagged with a level of importance, then that text appears in the color associated with
the tag.
The Notification icon appears in different colors to indicate the most important unread
message. For example, if 3 unread messages exist, and if one message has a normal
level of importance, one message has a high level of importance, and one message has

an urgent level of importance, then the Notification icon appears in the color for the
urgent message. If no unread messages exist, then the Notification icon appears in a
gray color.
Your Siebel administrator can configure different colors by changing the style sheet for
the Siebel application.

You can select saved queries from the drop-down list for the Saved Queries field in the
top right corner of the application window. In this list, you can access your saved
queries and the predefined queries established by your organization. Figure 311
shows an example of the drop-down list for the Saved Queries field in the Menu
Toolbar. For more information about saved queries, see Chapter 7, "Locating
About the Query Control

You can access the query control by clicking the magnifying glass icon on the menu
toolbar. For more information about the magnifying glass icon and the menu toolbar
see "About the Menu Toolbar" on page 3-17.
Within the query control, you access the Find drop-down list, which helps you narrow
your query criteria. Figure 314 shows an example of the query control, with Contacts
selected in the Find drop-down menu.
Figure 314 Example of a Query Control

4
About Records, Fields, and Field Controls
4
This chapter describes records, fields, and field controls in the Siebel application. It
About Records
About Fields
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 Records
A record is a group of related data organized into fields. For example, information
about a contact, such as the last name, first name, address, and phone number, makes
up a contact record. A record can appear in a list of related records, such as a list of
contact records, or it can appear individually in a form. Figure 41 shows an example
of a record in a list.
Figure 41 Example of a Record in a List
About Records, Fields, and Field Controls 4-1

About Fields
In some situations, you cannot see every field associated with a record. To view
additional fields in a record, you can drill down on a field in the record in a list. You
can also show more columns for a record and then use the horizontal scroll bar, if
necessary, to see the rest of the fields.
Related Topics
"About Horizontal Scrolling in Lists" on page 3-15
"Using Field Hyperlinks in Records" on page 6-9
"Organizing List Columns" on page 6-16
About Fields
A field is a location in a record in which a particular type of data is stored. For
example, a contact record might contain the following fields: last name, first name,
address, and phone number. A field is characterized by its maximum length and the
type of data (for example, numeric or alphabetic) it can contain.
Required Fields
In the Siebel application, required fields have a star icon next to the field name. You
cannot save a record until you enter data in the required fields.
Read-Only Fields
If a field has a gray background, then the field is read-only, and you cannot change the
field content.
Maximum Number of Characters

Many fields can hold only a specific number of characters. For alphabetic and
alphanumeric fields, the allowed number of characters varies in the Siebel application.
Numeric fields can hold up to a maximum of 22 characters.
About Text Fields

You can type text directly into a text field. You click in the field before typing this text.
Figure 42 shows an example of a text field in a form.
Figure 42 Example of a Text Field in a Form
To more easily enter text in text fields that can contain a large amount of text, you can
click a drag the resizing indicator in the bottom right corner of the field to make the
field larger. (You can also use the resizing indicator to make the field smaller.) In some
browsers, you must click in the text field to see the resizing indicator. Figure 43 shows
an example of the resizing indicator for a text field.

About Check Boxes
Figure 43 Example of the Resizing Indicator for a Text Field
Developers can customize the Siebel application to save or to not save the size of a
field that you resize. They can also customize the Siebel application to not use this
resize feature for fields.
About Field Controls

You can enter data into the Siebel application by typing directly into fields or by using
field controls. A field control can be a check box, a drop-down list, a button, and so on.
Field controls allow you to do such things as choose from a list of predefined values,
enter values in a multi-value field, specify dates, and calculate values.
A field control can appear within a form or as part of a record in a list. In a list, the
field control appears when you click in a field that includes it. To use a field control to
edit a record in a list, click the control to activate it. In a form, you can see the field
controls if they are available.
Related Topics
"About Check Boxes" on page 4-3
"About Option Buttons" on page 4-4
"About Drop-Down Lists" on page 4-4
"About Field Control Buttons" on page 4-4
"About the Currency Calculator" on page 4-5
"About the Calendar Control" on page 4-6
About Check Boxes

Click the box next to (or below) an option to select or clear the check box. When you
click an empty box, a check mark or an X appears in the box. If you click a box that is
selected, then the check mark or X disappears. Figure 44 shows an example of check
boxes.
In query mode, check boxes have a third possible state. For more information about
using check boxes in query mode, see "Tips for Queries" on page 7-10.
You can press the space bar to select and deselect check boxes.

Figure 44 Example of Check Boxes

Option buttons, also called radio buttons, allow you to choose one of several options
in a set. An option button appears as a circle, with a smaller, filled circle inside it when
you select the option. You cannot select more than one option button in a set.
Figure 45 shows an example of option buttons.
You can press the up or down arrows and the space bar to select the option.
Figure 45 Example of Option Buttons
About Drop-Down Lists

A drop-down list allows you to click a down arrow to the right of a field to select from
a list of available values. Figure 46 shows an example of a drop-down list.You can
type the field value in a field for drop-down list. You can also type part of the text
string for a field value to automatically decrease the number of available values that
appears in the drop-down list for the field, and then you can select the appropriate
value for the field.
Figure 46 Example of a Drop-Down List
About Field Control Buttons

The field control buttons appear in many fields. Table 41 describes these buttons. You
use field controls to work with records in the Siebel application.

Table 41 Description of Field Control Buttons

Button Name Description Related Topic
Calculator Launches a calculator for entering "About the Currency
button amounts. Calculator" on page 4-5
Calendar Launches a calendar control for "About the Calendar Control"
select button entering a date and optionally, time, on page 4-6
in a date or date and time field. You
can also type a date (or date and
time) directly into a field.
Currency Launches the currency calculator. "About the Currency
calculator Calculator" on page 4-5
button
Multiple select Launches a multiple selection dialog "Associating Records Using a
button box. Multiple Selection Dialog
Box" on page 5-3
Single select Launches a single selection dialog "Associating Records Using a
button box. Single Selection Dialog Box"
on page 5-2
Telephone Launches the default telephone None
button application on your device. This
feature is device-dependent.

You access the currency calculator by clicking the dollar sign button that appears in a
field for an amount and a currency. Figure 47 shows an example of the currency
calculator. You use the currency calculator to specify financial transaction information
in foreign currencies.
Figure 47 Example of the Currency Calculator
Table 42 describes each field control in the currency calculator.
Table 42 Description of Currency Calculator Fields

Field Field Control Description
Currency Code Single select button Launches a dialog box where you can select the
country and currency code.
Exchange Date Calendar select Launches the calendar control where you can select
button the exchange date. The field does not appear in all
currency calculators. For more information about the
calendar control, see "About the Calendar Control" on
page 4-6.
Amount Calculator button Launches the calculator where you can enter the
amount. You can also type the amount directly into
the field.

You access the calculator by clicking the calculator button that appears in a field for an
amount. Figure 48 shows an example of the calculator.
Figure 48 Example of the Calculator

You use the calendar control to select date and time information for a field. Figure 49
shows an example of the calendar control. You access the calendar control by clicking
the calendar select button in a date field or a date and time field.
Figure 49 Example of the Calendar Control
Note: The current date is not assumed as the default when using the
calendar control. An explicit click is required to make a date selection.
Table 43 describes each element of the calendar control.

Table 43 Description of Calendar Control Elements

Element Description
Month and Shows the month and year. Use the left and right arrows to navigate to the
Year previous and next month. Use the drop-down arrow next to the month to
select a different month, and use the drop-down arrow next to the year to
select a different year.
Calendar Shows the calendar for the month. Use the calendar to select a date by
clicking the date in the calendar.
Time field Shows the time. This field appears only if you access the calendar control for
a field that requires a time.
Hour slide bar Sets the hour in the Time field. This field appears only if you access the
calendar control for a field that requires a time.
Minute slide Sets the minute in the Time field. This field appears only if you access the
bar calendar control for a field that requires a time.
Now button Sets the value for a date field to the current date and the value for a date and
time field to the current date and time.
Done button Saves your selections. If you do not want to save your selections, then click
outside of the control to cancel your selections.
You cannot enter an incorrect value for a date. For example, if you enter a date of
221/45/1902, then your entry is not populated in the field. When you enter only two
digits to represent a year, an assumption is made about whether the digits are
preceded by 19 or 20 (19xx or 20xx). If the two digits are greater than or equal to 50,
then the year of 19xx is assumed. If the two digits are less than 50, then the year of
20xx is assumed.
Note: You can set Strict Date Format in System Preferences. This
preference enforces a deployment-wide standard date format and
overrides all display formats defined in Siebel Tools. It applies only to
date information. For example, if a control is set to MM/DD/YY
hh:mm in Siebel Tools when the strict date format is set to
DD/MM/YYYY, then the date portion of that control is replaced by
the strict date format, and the resulting format is DD/MM/YYYY
hh:mm.


5
Using Selection Dialog Boxes
5
This chapter describes how to use selection dialog boxes in the Siebel application. It
Launching Selection Dialog Boxes
Associating Records Using a Single Selection Dialog Box
Associating Records Using a Multiple Selection Dialog Box
Querying for Records in a Selection Dialog Box
Finding Records in a Selection Dialog Box
Launching Selection Dialog Boxes

Buttons launch selection dialog boxes. Table 51 describes these buttons.
Table 51 Description of Select Buttons

Button Name Description
Single select button Launches a single selection dialog box. This dialog box
applies to pick applets.
Multiple select button Launches a multiple selection dialog box. This dialog box
applies to Multi-Value Group (MVG) applets.
Single selection dialog boxes allow you to add only one record to a field. In some
cases, you can create a new record from the single selection dialog box. Figure 51
shows an example of a single selection dialog box.
Using Selection Dialog Boxes 5-1

Figure 51 Example of a Single Selection Dialog Box
Multiple selection dialog boxes allow you to select multiple records and add them to a
field. In some cases, you can create a new record from the multiple selection dialog
box. Figure 52 shows an example of a multiple selection dialog box.
Figure 52 Example of a Multiple Selection Dialog Box

On different screens in the Siebel application, you can associate a record with an
existing record in a single selection dialog box and with a new record in a single
selection dialog box.

Associating Records with Existing Records in a Single Selection Dialog Box

Complete the procedure in this topic to associate a record with an existing record in a
single selection dialog box.
To associate a record with an existing record in a single selection dialog box
1. Navigate to the appropriate screen.
2. Select the record you want to associate with another record.
3. Click the single select button in the appropriate field.
A single selection dialog box appears.
4. In the dialog box, locate and select the record you want to associate with the
existing record.
5. Click OK.
Associating Records with New Records in a Single Selection Dialog Box

Complete the procedure in this topic to associate a record with a new record in a single
selection dialog box.
Note: In some situations, you cannot add new records in single

selection dialog boxes.
To associate a record with a new record in a single selection dialog box

2. Select the record you want to associate with a new record.
3. Click the single select button in the appropriate field.
A single selection dialog box appears.
4. Click the plus (+) icon.
The form for the new record appears.
5. In the form, enter the information for the new record, and click the
arrow-pointing-to-a-box icon.
The new record appears in the single selection dialog box.
6. Click OK.

Multiple selection dialog boxes allow you to associate multiple records with one
record. On different screens in the Siebel application, you can associate a record with
an existing record in a multiple selection dialog box and with a new record in a
multiple selection dialog box.
Associating Records with Existing Records in a Multiple Selection Dialog Box

Complete the procedure in this topic to associate a record with an existing record in a
To associate a record with an existing record in a multiple selection dialog box


2. Select the record you want to associate with other records.
3. Click the multiple select button in the appropriate field.
A multiple selection dialog box appears showing the list of selected records for the
field.
4. Select the record you want to associate with the current record, and click Add.
Note: You can select multiple records by holding down the CTRL
key and clicking each record.
The list of selected records for the field appears, and this list includes the record
you select.
5. (Optional) If you want to remove one or more records in the list of selected
records, select the records, and click Remove.
6. Click OK.
Associating Records with New Records in a Multiple Selection Dialog Box

Complete the procedure in this topic to associate a record with a new record in a
Note: In some situations, you cannot add new records in multiple

selection dialog boxes.
If you attempt to add data to the database from a dialog box and then decide to cancel
the record, then the data you add in the dialog box is not deleted from the database.
However, if the data exists in the Siebel application only in the record for which you
open the dialog box, then the data is deleted.
To associate a record with a new record in a multiple selection dialog box
2. Select the record you want to associate with a new record.
3. Click the multiple select button in the appropriate field.
A multiple selection dialog box appears showing the list of selected records for the
field.
The form for the new record appears.
5. In the form, enter the information for the new record, and click the
arrow-pointing-to-a-box icon.
The list of selected records for the field appears, and the new record appears in
this list.
6. Click OK.

Querying for Records in a Selection Dialog Box

You can query in a selection dialog box just as you query in a list or form.
Consequently, you can search for specific information from one field or from several
fields at one time.
To query for records in a selection dialog box
1. In the selection dialog box, click the magnifying glass icon.
A blank row appears in the selection dialog box.
2. Enter your query criteria in the appropriate fields.
For more information about entering query criteria, see "Simple Query Operators"
on page 7-7.
A wildcard is automatically assumed at the end of text you enter in the query
fields. If you search for Siebe, then all words beginning with the letters Siebe are
found.
3. Click the right arrow icon.
The records matching your query criteria appear.

A selection dialog box can contain many records. You might find it necessary to search
for the records you want to see in the list. You can perform full- or partial-text searches
on one field.
Finding records is similar to querying for records, but you do not save search results
when you find records.
Note: Unlike performing a query, any spaces you enter in the

Starting with field when finding records are included in the search.
For example, if you are looking for a contact with the last name Smith,
and enter Smith followed by a space in the Starting with field, then
any contacts with the last name Smith are not found because the Siebel
application looks for each character (all the letters in Smith and a
space).
To find records in a selection dialog box

1. In the selection dialog box, select the field you want to search from the drop-down
list for the Find field.
In a multiple selection dialog box, the Find field appears in the list of available
records, and not in the list of selected records.
2. Type the text you want to search for in the Starting with field.
A wildcard is automatically assumed at the end of text you enter in the Starting
with field. If you search for Siebe, then all words beginning with the letters Siebe
are found.
3. Click right arrow icon.
The records matching your criteria appear.


6
Completing Common Record Tasks
6
This chapter describes how to perform common record tasks in the Siebel application.
It includes the following topics:
Creating Records
Using Quick Fill to Create Records
Copying Records
Editing Records
Changing Multiple Records
Saving Records
Canceling Changes to Records
Deleting Records
Associating Records with Other Records
Printing Records
Using Field Hyperlinks in Records
Displaying Record Count
Finding Information About Records
Identifying New Records
Flagging Records
Adding Notes to Records
Merging Duplicate Records
Spell Checking Fields in Records
Attaching Files to Records
Attaching URLs to Records
Organizing List Columns
Sorting List Columns
Locking List Columns
Resizing List Columns
Completing Common Record Tasks 6-1

Creating Records
Creating Records
You can create records in the Siebel application using several methods, such as clicking
a button or choosing an option from a menu. When you create a record, a new record
appears, containing fields to complete.
The procedures in this topic show how to create records using some of the commands
in the Siebel application. You can use the method that you prefer, or the method that is
available.
Some records contain read-only fields. Read-only fields are fields in which you cannot
enter data. You might not have user privileges that allow you to enter data in the
read-only field, or the data in the field might be automatically populated by the Siebel
application.
Note: Not all users can create new records. Your ability to create new
records depends on the responsibilities your Siebel administrator
gives to you.
Creating Records Using the Plus (+) Icon

You can create a record using the plus (+) icon.
To create a record using the plus (+) icon
1. In the list or form, click the plus (+) icon.
A new record appears.
2. Enter the appropriate data, and save the record.
Creating Records Using the Cogwheel Icon

You can create a record using the cogwheel icon.
To create a record using the cogwheel icon
1. In the list or form, click the cogwheel icon, and then click New Record.
Creating Records Using the Application-Level Menu

You can create a record using the application-level menu.
To create a record using the application-level menu
1. In the list or form, from the application-level menu, choose Edit, then New Record.
Related Topics
"Associating Records Using a Single Selection Dialog Box" on page 5-2
"Associating Records Using a Multiple Selection Dialog Box" on page 5-3
"Copying Records" on page 6-4


You can store default values for fields in templates, and then use these templates when
you create new records. These templates, called quick fill templates, populate fields in
a form. Your Siebel administrator can set up these templates for your organization,
and you can create your own templates.
For example, if you are a service representative, then you can create quick fill
templates containing the default field values for common types of service requests that
you create. Then, when you receive a call for a new request for one of these types, you
can apply the appropriate template to create a new service request with default field
values.
Although users can save values for read/write fields, single-value and multi-value
fields that are read-only are not supported. For example, if you create a quick fill
template for a contact, and enter a value in the Account Name field, then that value is
not saved in the template.
After you create a set of templates, you might want to delete the templates you no
longer use or to rename some of the templates. You can perform these tasks in your
user preferences. For more information, see "Maintaining Quick Fill Templates" on
page 13-15.
Creating Quick Fill Templates

You can create a new quick fill template.
To create a quick fill template
1. In a form, create a new record.
You will not save this new record.
2. Complete all the record fields for which you want to define default values.
3. In the form, click the cogwheel icon, and then click Save as Template.
Note: If an error message appears about entering a value for a

required field, then click OK to dismiss the message.
The Save Template As dialog box appears.

4. Use the Template Name and Template Description fields to name and describe the
quick fill template.
5. Click Save.
6. If a template with the same name already exists, then a message appears
indicating that you cannot save the template. You must do the following:
a. Click OK on the Siebel message dialog box.
b. To overwrite the existing template, click Overwrite.
c. To save the template with a different name, type a new name in the Template
Name field, and click Save.
7. Delete the new record.
Applying Quick Fill Templates to New Records

You can apply a quick fill template to a new record.

Copying Records
To apply a quick fill template to a new record

1. In a form, create a new record.
2. In the form, click the cogwheel icon, and then click Apply Template.
If an error message appears about entering a value for a required field, then click
OK to dismiss the message.
The Pick Template dialog box appears.
3. In the Template list, select the template you want to use, and click OK.
The values defined in the quick fill template are populated in the record.
Using Quick Fill Templates to Create Records

You can use a quick fill template to create a record.
To use a quick fill template to create a record
1. In a form, click the cogwheel icon, and then click New From Template.
The Pick Template dialog box appears.
2. In the Template list, select the template you want to use, and click OK.
A new record appears. The values defined in the quick fill template are populated
in the record.
Creating Records by Using the Last Quick Fill Template

You can create a record by using the last quick fill template that you used.
To create a record by using the last used quick fill template
In a form, click the cogwheel icon, and then click New From Last Template.
A new record appears. The values defined in the quick fill template that you last
used are populated in the record.
Copying Records
If a significant amount of data in a new record you want to add is similar to the data in
an existing record, then you can copy the existing record, and then modify the copy to
create the new record.
To copy a record
1. Find and select the record you want to copy.
2. Click the cogwheel icon, and then click Copy Record.
A new record with copied data appears.
3. Change the fields in the new record as needed, and step off the record to save your
changes.
Editing Records
To edit a record, you must have appropriate access privileges.
To edit a record
1. Find and select the record you want to change.

2. Change the fields in the record, and step off the record to save your changes.

You might want to modify the same data in multiple records. Instead of repeatedly
changing the same information in each record, you can change the same information
in several records at once using the Change Records dialog box. You can change up to
four fields at one time. Figure 61 shows an example of the Change Records dialog
box.
Figure 61 Example of the Change Records Dialog Box
To change multiple records

1. Navigate to the screen.
2. Select the records you want to change by holding down the CTRL key and clicking
each record.
3. From the application-level menu, choose Edit, then Change Records.
The Change Records dialog box appears.
In the drop-down lists for the fields in this dialog box, columns on the list applet
appear, except for those columns that are marked Inactive or Read Only. List
columns do not appear if they are based on a join field and pick applets are not
associated with them.
Note: Be careful when updating the value for a Multi-Value Group

(MVG) field. When you update the value for such a field, you not only
update the field value for the records you select in step 2, but in all
records in the Siebel application that contain the same field value.
4. From the Field drop-down list, select the field in which you want to change data.
5. Enter the new data in the corresponding Value field.
Repeat steps 4 and 5 until you enter all of the information you want to change in
your selected records.

Saving Records
6. Click OK to apply the changes.
Saving Records
You can save records in several ways.
Note: If you try to edit a record at the same time as another user,
then a warning message appears, and you are unable to change the
record until the other user exits the record.
To save a record
Do one of the following:
When you finish editing or adding a record in a form or a list, step off the
record to commit the changes to the database.
Stepping off the record means leaving it in any way, such as by moving to
another record or by using the record navigation buttons.
Click the cogwheel icon, and then click Save Record.
From the application-level menu, choose Edit, then Save Record.
Note: When you finish editing or adding a record, you can click
Enter to commit the changes to the database. However, this action is
not a recommended way to save data.
Canceling Changes to Records

You might find that you want to cancel your changes to a record before you save the
record. You can undo your changes to a record only if you have not yet saved the
record.
Note: You cannot undo your changes or additions in selection dialog

boxes. For example, when you add or remove employees from a
selection dialog box, you cannot undo those changes.
To cancel changes to a record in form or a list

Click the cogwheel icon, and then click Undo Record.
Note: Alternatively, press the Esc key to cancel changes to a record.

The Esc key is only supported for a single undo operation. Pressing
the Esc key multiple times may result in unexpected behavior
depending on the user interface element or the control used.
Deleting Records
You can delete a record by using the trash can icon, the cogwheel icon in a list or form,
and the application-level menu.

Employee records are end-dated but not deleted to preserve historical information. For
example, if an employee creates 100 records and later leaves the organization, then
those records are not deleted in the Siebel application.
Note: When a parent record is deleted, explicitly or by using a

merge, the primary ID fields are not immediately updated. For
performance reasons, the primary ID fields are updated only when the
parent record is required, and a refresh of the screen is performed.
Deleting Records Using the Trash Can Icon

You can delete a record using the trash can icon.
To delete a record using the trash can icon
1. Select the record you want to delete.
In a list, the selected record is highlighted.
2. Click the trash can icon.
A dialog box appears, asking you to confirm the deletion.
3. Click OK to delete the record.
Deleting Records Using the Cogwheel Icon

You can delete a record using the cogwheel icon.
To delete a record using the cogwheel icon
2. Click the cogwheel icon, and then click Delete Record.
Deleting Records Using the Application-Level Menu

You can delete a record using the application-level menu.
To delete a record using the application-level menu
2. From the application-level menu, choose Edit, then Delete Record.

When you work with records, you need access to all information that is related to
those records. You can associate a record with another record. For example, when you
work with an account, you can track contacts for that account. The Contacts screen
allows you to add and manage contacts. Also, many screens, such as in the Accounts

Printing Records
screen, include a Contacts view. In the Contacts view, you can associate a contact with
an account record.
Note: You cannot associate records with other records in screens if

there is no association between the records in those screens.
To associate a record with another record

2. Drill down on a field in the record with which you want to associate another
record.
3. Click the appropriate view tab.
The selected view appears.
4. In the selected view, click the plus (+) icon.
A new record or a selection dialog box appears.
Complete the fields of the new record to add a new record.
From the selection dialog box, select a record, and click OK to add a new
record.
Related Topics
"Creating Records" on page 6-2
"Associating Records Using a Single Selection Dialog Box" on page 5-2
"Associating Records Using a Multiple Selection Dialog Box" on page 5-3
Printing Records
You can print records in the Siebel application in the following ways:
Running a report. You can print records by running and then printing a report.
For more information about reports, see "Running Reports" on page 10-1.
Browser print. You can use the print feature for the browser to print an image of
the current screen. If you want to print a screen that contains colors, then you can
use the color printing feature for your browser. Color printing is important for
screens in which colors signify meaning, such as calendar screens and notification
screens.
Note: The printed output might not be an exact replica of what you
see on your screen. The print options for your browser determine the
printed output.
Quick Print button. You can use the quick print functionality that works through
the print feature for the browser. Browser print (HTML) allows you to print both
lists and forms.
Printing Records by Using Quick Print

You can print records by using quick print.

To print records by using quick print

1. Navigate to the list that contains the records you want to print.
2. Click the Quick Print button on the application toolbar.
The print settings in your user preferences determine quick print options. For
more information about setting up quick print options in your user preferences,
see "Setting Quick Print Options" on page 13-5.
3. Use the print feature in the browser to send the output to your printer.
Using Field Hyperlinks in Records

Field hyperlinks can appear in a record that is in a list. They usually consist of blue
text that is underlined when you place your cursor over the hyperlink. A field
hyperlink provides one-click access to detailed or additional information for the
underlined text. For example, when an account name appears as a field in a list, it
appears as a hyperlink. This hyperlink allows you to navigate directly to additional
information about that account name.
Clicking a field hyperlink that accesses information that is associated with a selected
record and that is within the current screen is called drilling down. Clicking a field
hyperlink that accesses information that is associated with a selected record but that is
outside the current screen is called drilling across.
When you drill across screens by using field hyperlinks, you remain in the same
thread. Consequently, you might navigate to a new screen and view, but you do not
see all of the records available in that screen and view. If you want to see every record
in the new screen, then you must click the current screen tab.
Displaying Record Count

You can see a count of the number of records in a list without navigating to the last
record in that list. If you execute a query, then this function shows you the total
number of records in the query results.
To display a record count
1. (Optional) Execute a query.
2. Click the cogwheel icon, and then click Record Count.
The Record Count dialog box appears.
If you do not execute a query, then this dialog box shows the total number of
records in the active list.
If you execute a query, then this dialog box shows the total number of records
that match your query criteria.

You can view information about a record in the About Record dialog box.
Figure 62 shows an example of the About Record dialog box.

Figure 62 Example of the About Record Dialog Box
To find information about a record

1. Navigate to and select the record.
2. Click the cogwheel icon, and then click About Record.
The About Record dialog box appears.
Some fields in the dialog box are described in the following table.
Field Description
Updated On Displays the time of the last update for the record.
Last Updated Displays the component for the record. This information is useful for
Source debugging issues when multiple components might change the data.
Last Updated On Displays the date and time when the data changed in the database and
provides a consistent timestamp usage across all components for each
record.
For remote users, the Last Updated date (in the extracted database) might
be different from the Last Updated On date (in the server database).
Conflict # Displays the conflict number. Siebel Remote uses this number to prevent
duplication of records. For more information, see Siebel Remote and
Replication Manager Administration Guide.
Modification # Displays the modification number. This number increases each time a
record is updated. It is used when two or more users try to update a record
at the same time.
For example, if user A and user B are both reading a record with
modification number 3, and user A updates the record, then the
modification number changes to 4. If user B then tries to update the record,
then the modification number of user Bs record (3) is not current, and user
Bs update is rejected. User B is not able to update the record until it is
refreshed with user As changes.
3. Click OK to close the dialog box.
About Accessing the About Record Dialog Box After a Merge

If you access the About Record dialog box after merging records, then it displays the
last updated date for the remaining record. It does not show the merge date as the last
updated date, nor does it show the last updated date for the record that is merged into
the existing record.

Identifying New Records

If you are a member of a team that shares information, then you can see any new
records that are added to that shared information. You can see a record only if you
have access rights to view that record.
If a record is newly added to the Siebel application, then a star icon appears in the
New field in that record. After you drill down on a field in a new record, the star icon
no longer appears in the New field.
Note: The star icon in the New field is specific to the primary
employee. If you are not the primary employee for a position, then
this star icon still appears after you drill down. For more information
about positions, see "About Access and Responsibilities in the Siebel
Application" on page 2-3.
To identify a new record

In a list, look for a star icon in the New field for the record.
Flagging Records
In certain screens, such as Projects, you can flag records that you want to single out. A
flag acts as a reminder that only you can see.
To flag a record
1. Navigate to the record you want to flag.
2. In the Priority Flag field of the record, select the check box.
When you step off the record, a flag is placed in Priority Flag field.
The Priority Flag field is not available in all views. If you cannot see a Priority Flag
field for the record, then check your Columns Displayed settings. For information
about showing and hiding columns, see "Organizing List Columns" on page 6-16.

When you work with records, you might want to enter notes. You can add a note to a
record in the Notes view.
In the Notes view, you can enter public notes or private notes. Use the link bar in the
Notes view to navigate between public and private notes. Anyone who can access the
record can see a public note for the record. Only the person who enters the note can
see a private note.
The Notes view is not available in all screens. It appears only when it is beneficial to
keep notes for individual records, for example, in the Accounts, Contacts, and
Opportunities screens.
To add a note to a record
1. Find and drill down on a field in the record to which you want to add a note.
2. Click the Notes view tab, and on the link bar, click Private Notes or Public Notes.

4. From the drop-down list for the Type field, choose Note.
5. In the Description field, enter the text for the note.
6. (Optional) Click Check Spelling to check the spelling in the text of your note.
For more information, see "Spell Checking Fields in Records" on page 6-13.

You might find that two or more records contain the same information. To keep the
database accurate, you can merge the records into one record. The Merge Records
command allows you to merge multiple records into one record.
When you use the Merge Records command, the Merge Records dialog box appears.
Figure 63 shows an example of the Merge Records dialog box.
Figure 63 Example of the Merge Records Dialog Box
If other records are associated with the records you merge, then those records are
associated with the surviving record. Any duplicate associated records are deleted.
You can merge only records for which you are the owner or for which you are the
primary person. The merge functionality might not be available to you because of your
access privileges and your configuration.
Note: When you merge two records, you must pick the surviving
record and the source record. Field values for the source record do not
exist after you merge records. Only field values in the surviving
record remain after you merge records. For example, if you merge two
contact records, and the source record contains a value in the Job Title
field, but the surviving record does not, then the Job Title field in the
surviving record has no value after the merge. The value in the Job
Title field in the source record is overwritten by the value in the Job
Title field in the surviving record, even when that value is NULL.
To merge two records

1. Click the record that is the source record.
2. Press and hold down the CTRL key, and click the record that is the surviving
record.
After the merge is complete, the source record is merged into the surviving record.
3. From the application-level menu, choose Edit, then Merge Records.
Note: If the Merge Records command is unavailable, then the

functionality is not supported for the record types you select.

The Merge Records dialog box appears, displaying a field value for the surviving
record.
4. Review the information in the dialog box to make sure the correct record survives,
and click OK to complete the merge.
The records are merged into a single record that has the name of the surviving
record and that includes the data from the surviving record.
Spell Checking Fields in Records

You can perform a spell check from multiple places in the Siebel application. For
example, in a Notes view, you can click the Check Spelling button to verify the proper
spelling of text in the Description field. In Service Request forms, you can click the
cogwheel icon and then click Check Spelling to verify the proper spelling of text in the
Summary field. For spell check to work properly when you invoke it using the
cogwheel icon, you must first step off the record to save the record before you run
spell check.
You can set up your preferences so that all the email messages, faxes, pages, or
outbound wireless messages you send from the Siebel application are automatically
checked for spelling errors before they are sent to a recipient. For more information,
see "Changing Default Spell Check Options" on page 13-8.
Figure 64 shows an example of the Spelling dialog box.
Figure 64 Example of the Spelling Dialog Box

When the Attachments view is available within a screen, you can attach a file to a
record. You can attach files such as Microsoft Outlook email messages, Microsoft Word
documents, and image files. The Attachments view allows others who work with the
record to access the attachment so that they see the latest information.
The Attachments view is not available in all screens. It appears only when it is
beneficial to keep supporting material for individual records, for example, in the
Contacts, Accounts, and Opportunities screens.
If you edit files attached to Siebel records, then your changes are saved when you step
off the attachment record in the Siebel application.
Attachments can be edited in Siebel Open UI only if Java is available on the client
computer. If not, users must download the document to a secure location specified by

the browser and upload the edited document thereafter. If Java is available on the
client computer, documents can be edited and saved in Siebel Open UI without an
intermediate save location.
Attaching Files to Records Using the New File Button

You can create a file attachment by using the New File button in the Attachments view.
To attach a file to a record using the New File button
1. Drill down on a field in the record to which you want to add the file attachment.
2. Click the Attachments view tab.
The Attachments list appears.
3. Click New File.
A dialog box appears.
4. Locate and select the file you want to attach to the record, and then click Open.
Note: You can select multiple files by holding down the CTRL key
and clicking each file.
The dialog box closes, and the file appears in the Attachments list as a new
attachment record with the appropriate fields populated.
5. Complete additional fields as necessary.
Some fields are described in the following table.
Field Description
Update File Select this check box to indicate that you want the attachment copy of the file
to be updated automatically each time the original file is updated.
Download File Select this check box to indicate that the document is retrieved during the
next synchronization session. This field allows you to request files from the
server, and applies only if you use Siebel Remote.
Attaching Files to Records Using the Cogwheel Icon

You can create a file attachment using the cogwheel icon in the Attachments view.
To attach a file to a record using the cogwheel icon
1. Drill down on a field in the record to which you want to add the file attachment.
3. Click the cogwheel icon, and then click New Record.
4. In the Attachment Name field, click the select button.
The Add Attachment dialog box appears.
5. Click Choose File.

6. Locate and select the file you want to attach to the record, and then click Open.
Note: You can select multiple files by holding down the CTRL key
and clicking each file.
The dialog box and the Add Attachment dialog box close, and the file appears in the
Attachments list as a new attachment record with the appropriate fields populated.
Attaching Files to Records Using Drag-and-Drop

You can create an attachment by dragging a file into the Attachments list view.
To attach a file to a record using drag-and-drop
1. Drill down on a field in the record to which you want to add the attachment.
3. Locate the file you want to attach to the record.
4. Click the file to select it, and drag the file to the Attachments list.
The file appears in the Attachments list as a new attachment record with the
appropriate fields populated.

In addition to attaching files to records, you can also attach URLs to records to provide
team members with the latest information.
Attaching URLs to Records Using the New URL Button

You can create a URL attachment by using the New URL button in the Attachments
view.
To attach a URL to a record using the New URL button
1. Drill down on a field in the record to which you want to add the URL attachment.
3. Click New URL.
The Add URL dialog box appears.
4. Enter the URL in the URL field, or copy and paste the URL from a Web page into
the URL field, and then click Add.
The Add URL dialog box closes, and the URL appears as a hyperlink in the
Attachments list. You can click this hyperlink to access the corresponding Web site.
If you cannot access the Web site after adding it as an attachment, then you might
not be connected to the network.
Attaching URLs to Records Using the Cogwheel Icon

You can create a URL attachment using the cogwheel icon in the Attachments view.
To attach a URL to a record using the cogwheel icon

1. Drill down on a field in the record to which you want to add the URL attachment.
3. Click the cogwheel icon, and then click New Record.
4. In the Attachment Name field, click the select button.
The Add Attachment dialog box appears.
5. Enter the URL in the URL field, or copy and paste the URL from a Web page into
the URL field, and then click Add.
The Add Attachment dialog box closes, and the URL appears as a hyperlink in the
Attachments list. You can click this hyperlink to access the corresponding Web site.
If you cannot access the Web site after adding it as an attachment, then you might
not be connected to the network.

A list consists of columns of data. Some of these columns might not appear on the
screen. You can add, remove, and rearrange the list columns as needed by using the
Columns Displayed dialog box.
Figure 65 shows an example of the Columns Displayed dialog box.
Figure 65 Example of the Columns Displayed Dialog Box
To organize columns in a list

1. In a list, click the cogwheel icon, and then click Columns Displayed.
The Columns Displayed dialog box appears. For more information about the
Columns Displayed dialog box, see Figure 65.
2. Select one or more columns in one of the lists (Available Columns or Selected
Columns).
3. Click the buttons between the Available Columns list and the Selected Columns
list to show or hide the columns you select.
The buttons are described in the following table.

Button Description
Shows the columns you select. After you click Save, the columns appear in the list
you are modifying.
Hides the columns you select. After you click Save, the columns do not appear in
the list you are modifying.
Shows all columns in the list. After you click Save, the columns appear in the list
you are modifying.
Hides all columns in the list. After you click Save, the columns do not appear in the
list you are modifying.
4. Select a column in the Selected Columns list, and click the column-ordering
buttons to the right of the Selected Columns list to change the order in which the
columns appear in the list.
The buttons are described in the following table.
Button Description
Moves the column you select up one position in the Selected Columns list. After you
click Save, the column is moved to the left in the list you are modifying.
Moves the column you select down one position in the Selected Columns list. After
you click Save, the column is moved to the right in the list you are modifying.
Moves the column you select to the top of the Selected Columns list. After you click
Save, the column is moved all the way to the left in the list you are modifying.
Moves the column you select to the bottom of the Selected Columns list. After you
click Save, the column is moved all the way to the right in the list you are
modifying.
5. Click Save.

You can sort the records in a list by the values in one or more columns. For example,
you can sort accounts to appear alphabetically by name (by sorting on the Name
column). You can use an advanced sort to sort by up to three columns at once. For
example, you might want to sort the accounts by name, then by current volume of
sales, and then by city.
Note: If you use any special characters in a field, such as

parentheses, then you might encounter problems when you try to sort
records.
The active sort order of a column is designated in the column header. A dark arrow
pointing up means the values in the column are sorted in ascending order. A dark
arrow pointing down means the values in the column are sorted in descending order.
Figure 66 shows an example of a sort arrow in a column header.

Figure 66 Example of a Sort Arrow in a Column Header
Note: The sort order resets when you leave a screen, unless you save
the sort order as part of a query. This option is available only for My
views. For more information about querying, see Chapter 7, "Locating
Sorting a Single List Column

You can sort data a single column in ascending order and in descending order.
To sort a single column
1. In a list, click the column header of the column that you want to sort.
2. Click Sort.
The column is sorted in ascending or descending order.
3. Click the column header again.
4. Click Sort.
The column is sorted in the opposite order.
Performing an Advanced Sort in Lists

You use the Sort Order dialog box to perform an advanced sort.
Figure 67 shows an example of the Sort Order dialog box.
Figure 67 Example of the Sort Order Dialog Box
To perform an advanced sort in a list

1. In a list, click the cogwheel icon, and then click Advanced Sort.
The Sort Order dialog box appears. For more information about the Sort Order
dialog box, see Figure 67.
2. From the drop-down list for the Sort By field, select the first column to sort by.

3. From the drop-down list for the first Then By field, select the second column to
sort by.
4. From the drop-down list for the second Then By field, select the third column to
sort by.
5. Use the Ascending and Descending option buttons to define the sort order for
each column you select for the advanced sort.
6. Click OK.
The columns are sorted in the order you specify.

Lists can contain many columns. You might find that you want to scroll to the right
and view additional columns without losing focus of the left-most columns. You can
lock the left-most columns.
Figure 68 shows an example of locked columns in a list. The locked column include
the Account column, and all the columns to the left. The headers of the locked
columns have a darker gray background.
Note: Locked columns cannot be edited or queried.
Figure 68 Example of a List View with Locked Columns
To lock columns in a list

1. Navigate to the list in which you want to lock columns.
2. Click the header on the column you want to lock.
3. Click Lock.
The locked column headers appear with a darker gray background.
4. Scroll to the right to view columns without losing focus of the locked columns on
the left.
You can unlock columns.
To unlock columns
Click the header of the right-most locked column, then click Unlock.

Note: If you want to keep some, but not all of the columns locked,
click the header of the right most column that you want to remain
locked, then click the unlock icon. This unlocks the columns to the
right of your selection.

You might find that you want to change the width of a column so that you can see all
of the data in the column. A changed column width is automatically saved, so you do
not have to repeatedly resize the column.
To resize columns
1. Place the cursor over the right header divider for the column you want to resize.
A resize arrow appears.
2. Click and drag the column divider to the right to widen the column, or to the left
to narrow the column.

7
Locating Information Using Query and iHelp
7
This chapter describes how to use queries and iHelp to locate information in the Siebel
application. It includes the following topics:
About Queries
About Common Buttons in Queries
Creating Queries for Records
Finding Records in Lists
Refining Queries
Deleting Queries
Canceling Long-Running Queries
Using the Query Assistant
About Using Default Queries
About Querying a Telephone Number
Simple Query Operators
Compound Query Operators
Tips for Queries
About iHelp
Using iHelp to Complete Tasks
Using the iHelp Map
About Queries
You use queries to locate one or more records that meet specified criteria. You can view
the records that a query finds on-screen, export them to a file, or use them as input for
a report. A query searches the database for specific data by using conditions or criteria.
For example, you might want to find all open service requests with a high priority. You
perform this query in the Service screen by using the query criteria of a Status field
value of Open and a Priority field value of High.
After you create a query, you can save it, and run it again later.
Locating Information Using Query and iHelp 7-1

Predefined Queries
Your organization can provide predefined queries (PDQs). Predefined queries have
established criteria, and appear in the drop-down list for the Saved Queries field. You
cannot change predefined queries.
For example, if you always work with accounts located in California, then the
drop-down list for the Saved Queries field might contain a PDQ called CA Accounts
that finds all the accounts in California. Each time you want to see only the California
accounts, you do not have to create a new query. Instead, you can select the predefined
CA Accounts query from the drop-down list for the Saved Queries field.
When you execute a predefined query, the query runs against all the data for the
current screen. If you run a query to narrow the data set, then the predefined query
uses all data for the screen, not just the data that appears in a list.
Case Insensitive and Accent Insensitive Queries

Query features provide indexes that directly support case insensitive and accent
insensitive (CIAI) queries on eligible text columns. CIAI queries ignore both the case
and use of accents to return all records that otherwise match the query criteria. This
capability is important when searching for records such as contact or customer names.
For example, an exact-match query produces different a query results than a CIAI
query if the query results contain capitalization inconsistencies (such as MacArthur
and Macarthur) or accent usage inconsistencies.
CIAI queries apply to the entire query string. To find out if your Siebel application
uses exact-match queries or CIAI queries, run test queries and review the query
results. For more information about CIAI queries, see Siebel Global Deployment Guide.
Your Siebel administrator can configure specific columns for CIAI queries by defining
CIAI columns and CIAI indexes in the repository using the CIAI wizard in Siebel
Tools. The CIAI wizard sets the Default Insensitivity property for CIAI columns to DB
Case & Accent. CIAI-enabled fields are blank in the user interface. The fields that
contain the Case Required property represent non CIAI-enabled fields.
A case-insensitive query works on all supported databases for the current release of
the Siebel application. However, an accent-insensitivity works only on the databases
that provide the accent-insensitivity feature, such as Microsoft Structured Query
Language (SQL). For more information about supported databases, see Siebel System
Requirements and Supported Platforms on Oracle Technology Network.
Note: For Siebel CRM product releases 8.1.1.9 and later and for
8.2.2.2 and later, the system requirements and supported platform
certifications are available from the Certification tab on My Oracle
Support. For information about the Certification application, see
article 1492194.1 (Article ID) on My Oracle Support.

When performing a query, buttons appear at the top of lists and forms. Table 71
describes these buttons. Your Siebel application might contain additional buttons or
other elements on each list and form.

Table 71 Common Buttons in Lists and Forms

Button Description
The portrait icon launches the query assistant. For
more information about the query assistant, see "Using
the Query Assistant" on page 7-5.
The right arrow icon executes a query.
The X icon cancels the query.

You can create your own queries, execute them, and save them for later use. Queries
that you create are called user-defined queries. In these queries, you can enter your
own criteria to locate a specific set of records.
To create a query for records
In the list or form, click the magnifying glass icon.
In the list or form, click the cogwheel icon, and then click New Query.
From the application-level menu, choose Query, then New Query.
Use the appropriate keyboard shortcut.
When you invoke the new query command, a blank form or a blank row in a list
appears.
3. Enter the query criteria in the appropriate fields.
For more information about entering query criteria, see "Simple Query Operators"
on page 7-7.
A wildcard is automatically assumed at the end of text you enter in the query
fields. If you search for Siebe, then all words beginning with the letters Siebe are
found.
In the list or form, click right arrow icon.
In the list or form, click the cogwheel icon, and then click Run Query.
From the application-level menu, choose Query, then Run Query.
The query executes, and the records that match the query criteria appear.
5. If you want to save the query, then do the following:
a. From the application-level menu, choose Query, then Save Query As.
The Save Query As dialog box appears.
b. In the Query Name field, enter a name for the query, and click OK.
The saved query appears in the drop-down list for the Saved Queries field.


A list can contain many records. You might find it necessary to search for the records
you want to see in the list. You can perform full- or partial-text searches on one field.
Finding records is similar to querying for records, but you do not save search results
when you query for records.
To find records in a list
2. In the list header, select a field you want to search from the drop-down list for
record fields.
3. In the list header, type the text you want to search for in the field for a search
value.
A wildcard is automatically assumed at the end of text you enter in the value field.
If you search for Siebe, then all words beginning with the letters Siebe are found.
4. Press ENTER.
The records that match the criteria appear.
Refining Queries
You can refine the criteria of a predefined query or a user-defined query.
Note: If you refine the criteria of a predefined query, then you must
save the query with a different name to save the query.
To refine a saved query

2. From the drop-down list for the Saved Queries field, select the query.
The records meeting the query criteria appear.
In a list or form, click the cogwheel icon, and then click Refine Query.
From the application-level menu, choose Query, then Refine Query.
4. Add and edit the criteria.
In the list or form, click the cogwheel icon, and then click Run Query.
From the application-level menu, choose Query, then Run Query.
The query executes, and the records that match the criteria appear.
Deleting Queries
You can delete user-defined queries.
To delete a saved query


2. From the application-level menu, choose Query, then Delete Saved Query.
The Delete Record dialog box appears, showing the user-defined queries for that
screen.
3. Select the query you want to delete in the Query Name list.
4. Click OK to delete the query.
Canceling Long-Running Queries

Because of how your Siebel application is set up, you might be able to cancel queries
that run for a long time. For more information about your setup, contact your Siebel
administrator.
To cancel a long-running query
1. Execute a query.
If the query does not return records after a specified period of time, then a dialog
box appears.
2. Click Cancel.
A confirmation dialog box appears to confirm that the query canceled successfully.
3. Click OK.

After clicking the magnifying glass icon in a form or list, you can click Query Assistant
to launch a dialog box to create a query. The portrait icon appears to the right of the X
icon after you click the magnifying glass icon. You can use the Query Assistant dialog
box if you are not familiar with query operators. When you use the Query Assistant,
you can select operators, instead of entering them, to find the information you are
looking for. You can also save your query before you execute it by clicking Save Query.
Figure 71 show an example of the Query Assistant dialog box. This Query Assistant
queries for all accounts for which the value in the Site field is San Francisco and the
value in the Name field starts with Abbot. Querying in the Query Assistant is
case-insensitive.
Note: You cannot use the EXISTS operator in the Query Assistant for
Multi-Value Group (MVG) fields.

Figure 71 Example of the Query Assistant Dialog Box
To perform a query using the Query Assistant

2. In the list or form, click the magnifying glass icon.
When you invoke the new query command, a blank form or a blank row in a list
appears.
3. Click Query Assistant.
The Query Assistant dialog box appears.
Note: If no values appear in the drop-down lists in this dialog box,

then contact your Siebel administrator.
4. In the Query Assistant dialog box, do the following:

a. From the field drop-down list in the first row of fields, select a field to query.
b. From the drop-down list to the right of the field you just selected, select an
operator for that field.
c. In the field to the right of the operator you just selected, enter the value
applicable to that operator.
d. Complete other rows as needed.
e. From the drop-down list for the Perform Query using field, select AND or OR
to specify the type of operator you want to use between each row of your
criteria.
AND shows only results that meet all the criteria. OR shows results that meet
any of the criteria.
f. Click Go.

The query executes, the Query Assistant dialog box closes, and the records
that match the criteria appear.
About Using Default Queries

When you navigate to a screen, the records that appear depend on the default query
set up for that screen. You can specify a different default query in your user
preferences. If no default query is set up, then the first predefined query in the
drop-down list for the Saved Queries field executes. For more information, see "Setting
Up Default Queries" on page 13-7.
Note: You cannot set up a blank query as the default. Also, you
cannot set your user preferences so that no query executes when you
navigate to a screen.
If you set up a default query for the view associated with a visibility filter, then the
query executes only if you access that view using the Site Map link. Using the visibility
filter to access that filters default query fails. If the visibility filter is set up as the
default view for that screen, then clicking the screen tab executes the default query for
the filter.
About Querying a Telephone Number

When you perform a query for a telephone number, the country code of the default
country in your computers regional settings is automatically added as a prefix to the
query value. (However, if the default country is the United States, then no prefix is
added.) For example, if the default country is Germany, and if you type 0181 in the
telephone field of a query, then the German country code (+49) is added to the query
value, and the query value is +49*0181*.
To find a telephone number for a country other than the default country, you must
specify the country code in the query value. To avoid limiting the query to one
country, you must refine the query to remove the country code portion.
For example, a European user enters the phone numbers of business contacts
throughout the continent. When traveling to another country, the user sets the default
country on a laptop computer to that country. When in Germany, the user needs local
phone numbers. Therefore, German numbers are returned by default for each query. If
the user wants to find the number of a contact in England while in Germany, then the
user must enter +44 before the query. When next traveling to England, the user does
not use German contacts as much. Therefore, only English numbers are returned by
default for each query.
Note: Including a hyphen in a telephone number query causes the

query to fail. Do not include hyphens in telephone number queries.

You can use several simple query operators to define query criteria.

Note: Query operators are reserved in Siebel query language. If you

enter a query value that includes a query operator, then you must
enclose the query value in double quotes. For example, a query for
records containing the text call is closed fails. The word IS falls into the
category of reserved Siebel query language because it is used in the
query operators IS NULL, IS NOT NULL, and so on. If you enclose
the text call is closed in double quotes ("call is closed"), then the Siebel
application returns all records containing the text call is closed. Other
reserved operators include apostrophe (), brackets ( [ ] ), comma (,),
parentheses (()), tilde (~), and comparison operators such as =, <, and
>.
Table 72 shows simple query operators. In this table, operators appear in uppercase.
However, query strings are case-sensitive. The operators do not have to be in
uppercase.
You can use simple query operators on their own.
Table 72 Simple Query Operators

Operator Description Example
* Wildcard operator. Placed anywhere *rang* finds arrange, arranged, orange,
in a string, returns records orangutan, range, ranges, ranging, rang,
containing the string or containing strange, stranger, strangest, strangle, wrangle,
the string plus any additional and so on.
characters, including a space, that
If performance is poor when you use the
appear at the location of the asterisk.
asterisk, then substitute "IS NOT NULL" in
You cannot use an asterisk to find the query field. This substitution often
dates. improves performance.
To find words on more than one line
in a field, you must use an asterisk
to separate the words. You cannot
query for control characters or
non-printable characters, such as
line feeds (LF) or carriage returns
(CR).
? Wildcard operator. Placed anywhere ?rag finds brag, crag, or drag.
in a string, returns records
t?pe finds type and tape, but not tripe.
containing the characters in the
string plus any one additional
character that appears at the
location of the question mark.
"" Placed before and after a string, "Oracle Solaris" finds records that
returns records that exactly match contain Oracle Solaris in the query field.
the string, unless modified by a
wildcard operator (* or ?). Quotes
find a group of words in the exact
order with the exact uppercase or
lowercase lettering.
= Placed before a value, returns =Smith finds all records for which the value
records containing a value equal to in the query field is Smith. It also negates
the query value. wildcard operators within the query value.
For CIAI-enabled fields, if you type "=abc*",
then the query becomes a case-sensitive
query because you use an equal sign (=) as
an operator in the query.

Table 72 (Cont.) Simple Query Operators

< Placed before a value, returns <6/20/01 finds all records in which the
records containing a value less than value of the query field is earlier than 20
the query value. June 2001. When entering a date, use the
format that is specific to your
implementation.
> Placed before a value, returns >5/31/01 finds all records in which the date
records containing a value greater in the query field is later than 31 May 2001.
than the query value. When entering a date, use the format that is
specific to your implementation.
<> Placed before the value, returns <>6/20/01 finds all records in which the
records containing a value that is date in the query field is not 20 June 2001.
not equal to the query value. <>Paris finds all the records in which the
value in the query field is not Paris.
<= Placed before a value, returns <=500 finds all the records in which the
records containing a value less than value in the query field is less than or equal
or equal to the query value. to 500.
>= Placed before a value, returns >=500 finds all records in which the value in
records containing a value greater the query field is greater than or equal to
than or equal to the query value. 500.
NOT Placed before a value, returns NOT LIKE Smi* finds all records in which
LIKE, not records not containing the value. the value in the query field do not start with
like Smi.
IS NULL, Placed in the query field, returns IS NULL in the Due Date query field finds
is null records for which the query field is all records for which the Due Date field is
blank. blank.
IS NOT Placed in the query field, returns IS NOT NULL in the Due Date query field
NULL, is records for which the query field is finds all records for which the Due Date
not null not blank. field is not blank.
~ Placed before LIKE and a value with ~LIKE Smi* finds all records in which the
a wildcard operator, returns all value in the query field starts with Smi, smi,
matching records regardless of case. SMI, and so on. Using this operator might
affect performance.
You can enter a CIAI query expression for a
contact as follows:
[Last Name] ~Like abc*

Table 73 shows compound query operators. In this table, operators appear in
uppercase. However, query strings are case-sensitive. The operators do not have to be
in uppercase.
When you perform a compound query, you must use parentheses to control the order
in which the search for matching records is performed.
Table 73 Compound Query Operators

AND, and Placed between values, returns *performance* AND *memory* finds all records
only records for which all the that contain both performance and memory in the
conditions are true. query field.

Tips for Queries
Table 73 (Cont.) Compound Query Operators

OR, or Placed between values, returns *performance* OR *memory* finds all records
records for which at least one that contain either performance or memory in the
condition is true. query field.
performance* OR memory* finds all records that
start with either performance or memory in the
query field.
NOT, not Placed before a value, returns *performance* AND NOT LIKE *memory* finds
only records that do not all records that contain performance but not
contain the value. memory in the query field.
NOT (performance OR memory) finds all records
that contain neither performance nor memory in
the query field.
() Placed before and after the (sun OR moon) AND NOT stars returns records
values and operators that are that contain sun or moon, but not stars, in the
processed first, regardless of query field.
the default processing order.
LIKE, like Placed before a value, returns (performance* OR memory*) AND LIKE
records containing the value. (problem) finds all records in which the query
field starts with performance or memory and also
includes problem.
The LIKE operator is case sensitive. To find
matches regardless of case, see Table 72,
" Simple Query Operators".
Tips for Queries

Note the following tips when you create and execute queries:
The Siebel application automatically adds a wildcard to the end of your query. If
you search for Siebe, then all words beginning with the letters Siebe are found.
When you create a query, the records matching the query criteria appear in a list.
While you work with the records in the list and move through the views within
the current screen, the list continues to show the records that were found when
you executed the query. The list is reset to the default list of records when you
leave and then again access the current screen.
If you no longer need the list of records in a query and want to reset the list, then
click the current screen tab to return to the default set of records.
If a predefined query created by your organization appears in the drop-down list
for the Saved Queries field, then you cannot delete this query from the list.
However, you can modify the query criteria and save the query using another
name. For more information, see "Refining Queries" on page 7-4.
You cannot query on Notes views when you are connected to the server.
Any queries that execute in Administration screens against multi-value group
fields are automatically appended by EXISTS(). Consequently, you can see every
record, regardless of whether it is a primary record.
When you create a query and navigate through the views, use the hyperlinks on
the link bar to return to the queried list of records.
If you execute a query that includes more than one consecutive blank space, and if
you do not place quotes around the query, then the spaces are ignored, and you
see inaccurate results.

About iHelp
When the query results appear in list format, the first record is highlighted. It
might appear as though the record you select before running the query appears
again, but you are actually seeing a new set of records resulting from your query.
In query mode, check boxes have three states: checked, unchecked, and
intermediate. If you specify intermediate in a check box field while running a
query, your Siebel Business application returns records that are checked and
records that are unchecked.
Note: The visual representation of the intermediate state of the check

box is browser dependant.
Related Topics
"Querying for Records in a Selection Dialog Box" on page 5-5
"Setting Up Default Queries" on page 13-7
"Displaying Record Count" on page 6-9
About iHelp
iHelp is a guidance tool that delivers real-time assistance while you navigate through
the Siebel application. At any time, you can drill down on one of the iHelp items to
view detailed instructions about how to complete the task. iHelp shows instructions in
step format and includes embedded view navigation links. In addition, iHelp can
highlight important fields and buttons on the view associated with each step of the
task to draw your attention to the controls you must use to complete the task.
After you launch an iHelp item, it remains active until you end it. If you launch iHelp,
and navigate to a different screen, then the iHelp steps do not change. If iHelp is not
running a task, and you navigate to a screen, then you see iHelp items related to that
screen.
Figure 72 shows an example of the iHelp pane for the Accounts screen.
Figure 72 Example of an Expanded iHelp Item


You can launch iHelp to review the steps in a task, and then perform the task yourself,
or you can launch iHelp to drill down on different iHelp items and receive detailed
instructions for each step in a task.
To use iHelp
From the application-level menu, choose View, then Action Pane, and then
iHelp.
Click the How Do I button on the application toolbar.
The iHelp pane appears in the left side of the application window. The pane lists
the iHelp items related to the current screen. The iHelp pane remains open until
you close it.
3. In the iHelp pane, drill down on an item to launch iHelp.
Figure 72 shows an example of the iHelp pane for the Accounts screen.
4. Follow the instructions provided in the iHelp pane.
Some additional information is provided in the following table.
Click To
A hyperlink in a step Navigate to the screen or view to perform an action.
A step Highlight a button in a form and a list or a field in a form
to help you to complete a task.
Expand the description of a step to show its details.The
details might contain substeps.
Collapse the description of a step.
Return to... Return to the top-level list of iHelp items.

Click for Additional Steps Access additional steps that are available because of certain
met conditions. If this link appears in the iHelp pane, then
you must complete each step in sequence before you can
access the additional steps. If you do not complete each
step, then an error message appears.
To close the iHelp pane

In the upper right corner of the iHelp pane, click the Close button.
Using the iHelp Map

The iHelp Map is a view that displays the iHelp items available to you in the same
format as the Site Map.
To use the iHelp Map
Choose Navigate, then Go to iHelp Map.
Choose Navigate, then Site Map, then iHelp Map, and then iHelp Map.

Using the iHelp Map
The iHelp Map screen appears.

2. To launch an iHelp item, click the iHelp item name.

Using the iHelp Map

8
Using Task UI
8
This chapter describes how to use the task user interface (UI) in the Siebel application.
About Task User Interface
Using Task UI
Navigational Buttons for Task UI
About Task User Interface

Task UI is a wizard-like user interface that:
Guides you through task execution.
Allows you to navigate back and forward during the task execution.
Allows you to resume or pause task execution at any point.
Task UI features help increase the efficiency of:
Novice or intermittent users by guiding them through the execution of unfamiliar
tasks.
Experienced users who want to switch between multiple tasks throughout their
workday.
Task UI includes the following features that support task execution:
Tasks Pane. The left side of the screen contains a listing of the tasks available to
you. These tasks relate to the current context. When you select a given task, the
Tasks Pane shows the sequence of steps for that task.
Navigation Buttons. The Task screen has a standard set of four buttons that
control navigation through the task flow. It includes buttons to move forward and
back through the task steps and provides the ability to pause a task for later
resumption and to cancel a task. For more information about the navigational
buttons, see "Navigational Buttons for Task UI" on page 8-2.
Radio Buttons. Radio buttons provide support for decision-making within a task.
The choices within a task determine the branches and screens that you can access.
After you launch a task item, it remains active until you complete it. If you launch
Tasks, and navigate to a different screen, then the task items do not change. For more
information about Task UI, see Siebel Business Process Framework: Task UI Guide.
Using Task UI 8-1

Using Task UI
Using Task UI
You can drill down on task items to launch the Task UI wizard and receive detailed
instructions for each step in the task.
To use tasks
1. Click the Tasks button on the application toolbar.
The Tasks pane appears on the left side of the application window, and lists the
task items related to the current screen. The Tasks pane remains open until you
close it.
2. In the Tasks pane, drill down on a task item to launch the Task UI wizard.
3. Select one of the radio buttons to choose an option, and click Next.
4. Follow the instructions in the wizard.
5. After you complete the task, close the Tasks pane.
Navigational Buttons for Task UI

Table 81 shows the navigational buttons for the Task UI wizard. Many of these
buttons can appear at the bottom of the Task UI wizard. Your Siebel application might
contain additional buttons.
Table 81 Navigational Buttons in Task Wizard

Button Description
Previou Navigates to the previous step in the task. This button is disabled for the first step.
s This button might also be disabled for the steps that follow the step in which data is
committed to the database.
Next Navigates to the next step in the task. This button also validates your actions and
prevents you from proceeding to the next step until the required criteria are met.
This button is relabeled Finish when you reach the final step of the task.
Pause Saves the task in its current stage and sends the task to your Inbox. You can launch
the task later and resume the task from where you left off. You can set this option
from your user preferences. For more information, see "Setting Pause Behavior for
Task UI" on page 13-17.
Cancel Deletes the task without saving any data, but if a task is previously saved, then
restores the task to its previous state. The Pause and Cancel buttons are enabled for
all steps. However, when the data is already committed, the Cancel button is
disabled for the last step.
Submit Writes data while in the middle of a task. Some data is posted to the database rather
than queued until the end of the task.

9
Synchronizing Data
9
This chapter provides information about synchronizing data in the Siebel application.
About Database Synchronization
Synchronization Process
About Synchronizing with a Personal Information Manager Server
About Database Synchronization

Database synchronization applies to you if you are a remote user of the Siebel
application. You must synchronize data on a regular basis to maintain the database on
your remote laptop.
The copy of the database on your laptop is generally called a local database. The Siebel
application is the interface that allows you to add and manipulate information in the
database. Using a dial-up connection, you synchronize your local database with the
server database by sending data to the server and receiving data from the server.
Figure 91, "Synchronization Process" shows the synchronization process.
For example, if you add several new opportunities to your local database, then you
must synchronize this data, which is on your laptop, with the data on the server. This
synchronization transfers the new data to the server. If, on the server, you are added as
a team member to a new account, then you must synchronize data so that the data for
this new account is added to your local database. For information about setting up
synchronization preferences, see Siebel Remote and Replication Manager Administration
Guide.
You synchronize data regularly for the following reasons:
To make sure your local database is current.
To make sure the total time to synchronize is as short as possible. Regular
synchronization results in shorter synchronization times.
To share updates with colleagues.
Note: You must synchronize data in a timely manner so that the

most up-to-date information resides on your laptop. Each
organization has its own guidelines for the synchronization process.
Synchronization Process
Figure 91 shows the synchronization process.
Synchronizing Data 9-1

Figure 91 Synchronization Process
The synchronization process includes the following steps:

1. You make offline changes to the database on your laptop.
2. You dial in and synchronize data.
You initiate the synchronization process by choosing File, then Synchronize
Database from the application-level menu.
3. The server accepts all the changes to the server database and any new or changed
data from your laptop.
4. You see all the changes to your laptop database and any new or changed data from
the server.

Siebel Server Sync is a server-side integration product that synchronizes Siebel
Business Applications data with Personal Information Manager (PIM) server products.
For example, your administrator can configure such synchronization so that you can
synchronize calendar, contact, and other data between Siebel Business Applications
and PIM products. For more information, see Siebel Server Sync Guide.

10
Sharing Information
10
This chapter describes the different ways to share information in the Siebel
application. It includes the following topics:
Using the Inbox
Running Reports
Emailing, Faxing, Paging, and Sending Outbound Wireless Messages
Creating Siebel Bookmarks
Creating Shortcuts to Siebel Records
Importing Data into the Siebel Application
Exporting Data to an External File
Using the Inbox

The Inbox provides you with a centralized list of items requiring your attention, such
as approvals and notifications. The Inbox can include almost any business entity,
including service requests, approvals, and opportunities.
When you select an item in your Inbox list, the Detail view in the bottom part of the
application window is updated to show the fields for that type of business entity. You
can see the details of the record without navigating to another screen. You can also
perform default actions, such as approving an expense report, directly from the Inbox.
To check your Inbox
1. From the application-level menu, choose Navigate, then Site Map.
2. Click Inbox.
The Site Map displays the views available for the Inbox.
3. Click Inbox Items List.
4. In many cases, you can drill down on the Name field hyperlink to see details
about the work item.
Running Reports
In the Siebel clients (Siebel Web Client, Siebel Mobile Web Client, and Siebel Developer
Web Client), you run Siebel Reports in views. While in a view, you can perform a
query, and then select the report you want to run. For more information, see Chapter 7,
"Locating Information Using Query and iHelp."
Sharing Information 10-1

You can monitor long-running reports, view previously run reports, and delete
reports. For more information about the Siebel Reports user interface, see Siebel Reports
Guide.
Note: Reports functionality is an optional extension to Siebel

Business Applications.
To run a report
1. Navigate to the screen and view that contains the information for which you want
to run a report.
2. (Optional) Limit report data by running a query.
3. On the application toolbar, click the Reports button.
The Run Report pane appears.
4. In the Run Report pane, complete the appropriate fields.
Field Description
Report Name Select an available report. The available reports apply to the screen and view
to which you navigate.
Custom Name Type a custom name for the report if you want to name the report a different
name from the value in the Report Name field.
Output Type Select the output type for the report.
Report Locale Select the locale for the report.
5. Click Submit.
The designated report runs.
6. Click My Reports to navigate to the Reports view of the BI Publisher Reports
screen.
A record for the run report appears in the Reports view.
7. Drill down on the Report Name field in the Reports view to display the report in a
new window.
You can print the report by using the print feature for the application in which it
appears.

You can send email messages, faxes, pages, and outbound wireless messages (for
example, text messages or Short Message Service messages) from within the Siebel
application. The following commands are available when you choose File on the
application-level menu:
Send Email. Allows you to send email directly from the Siebel application. For
more information, see "Setting Outbound Communications Preferences for Send
Email" on page 13-6.
Send Fax. Allows you to send a fax directly from the Siebel application.
Send Page. Allows you to page someone directly from the Siebel application.

Send Wireless Message. Allows you to send a message to another persons

wireless device from the Siebel application.
Sending a fax, page, or an outbound wireless message is similar to sending an email.
Choose the appropriate Send command after you choose File from the
application-level menu. If you cannot send a fax, page, or outbound wireless message,
then contact your Siebel administrator.
The configuration of your Siebel application determines whether you have access to
send functionality. For more information, contact your Siebel administrator.
Sending Email from the Siebel Application

Using the Send Email command, you can send email messages from any context
(location) within the Siebel application. The Siebel administrator can configure the
Siebel application so that you can use context-specific email message templates to
improve efficiency and standardize replies for the types of communications that occur
frequently.
Figure 101 shows an example of the Send Email dialog box.
The Siebel application supports user choice regarding the software for Send Email. The
choice of software is determined by the value of the Email Client user preference
setting in your Siebel application.

Figure 101 Example of the Send Email Dialog Box
To send an email from the Siebel application

2. Select the record for which you want to send the email.
On some screens, data associated with the selected record might be inserted into
the email.
3. From the application-level menu, choose File, then Send Email.
Note: On some screen, the Pick Recipients dialog box might appear.
If this dialog box appears, then select a recipient (or select None) from
the list, and click OK.
The Send Email dialog box appears.

4. Complete the appropriate fields in the dialog box.
Verify that the From field includes your profile name. If this field does not include
your profile name, then select a profile name from the drop-down list for this field.
If no profile is available, then contact your Siebel administrator.

You can select a template containing predefined text for the email from the
drop-down list for the Body field.
5. (Optional) Complete the following additional steps:
a. Attach literature and other files to the email by clicking the open book icon or
the paperclip icon next to the Attachments field.
Launching the Send Email dialog box from an attachment record
automatically attaches the file in the attachment record to the email.
Note: If you attach multiple items (literature or attachments) to the

email, then only the last item you attach appears in the Attachments
field. To see a list of all attachments, click the Attachment button.
b. If you select HTML as your Default Message Format user preference, then edit
aspects of the message text, such as font size, font color, paragraph
justification, and so on. For more information, see "Using the HTML Editor"
on page 10-5.
The email recipient sees this formatting if the recipients email client software
supports HTML.
6. Click Send to send the email.
Using the HTML Editor

You can set your user preferences to allow you to use the HTML editor in the Send
Email dialog box. For more information, see "Setting Outbound Communications
Preferences for Send Email" on page 13-6.
In the Siebel application, you might come across various screens in which you can
invoke the HTML editor. The HTML editor provides special editing controls that allow
you to use supported HTML formatting, and also provides some standard editing
features, such as cut and paste. Figure 101 shows the buttons available in the toolbar
for the HTML editor above the body of the message.
It is recommended that you use CTRL+Enter to move to a new line using the HTML
editor. Doing so avoids empty rows.

A Siebel bookmark is a URL that links to a specific record in the Siebel application. A
Siebel bookmark included in an email message or a document allows a user to click a
link to navigate directly to a record if the Siebel application is active on the users
computer.
When you click the link in an email message or a document, a new browser window
might open to access the Siebel application. If an error message appears indicating that
you cannot access the Siebel application from this window, then close the window,
open a new window, and paste the URL into the new window. If the Siebel application
is running on your computer, then you can also paste the URL into the browser for
that application.
The procedure in this topic shows how to add a Siebel bookmark to an email or a
document by copying and pasting, but you can also complete this task by dragging
and dropping.
To add a Siebel bookmark to an email or a document

1. Navigate to and select the Siebel record to which you want to create a link.
2. Complete either of the following steps:
Select the URL in the browser, and then copy and paste this URL to an email
or document.
A hyperlink is created to the Siebel record from the email or the document.
From the application-level menu, select File, then Create Bookmark, select the
URL in the Get Bookmark URL dialog box, and then copy and paste this URL
to an email or document.
Click OK to close the Get Bookmark dialog box.
A hyperlink is created to the Siebel record from the email or the document.

A shortcut allows you or another user to click a link to navigate directly to a record. If
the Siebel application is not running when you click the link for a shortcut, then you
must first log in to the Siebel application.
To create a shortcut to a Siebel record
1. In the Siebel application, locate and select the Siebel record for which you want to
create a shortcut.
2. Select the URL content in the address field of the browser.
3. Copy and paste the URL content to another location, such as an email message or
a document.
The link for the shortcut is created at the location.
Importing Data into the Siebel Application

You can import data into only certain parts of the Siebel application. For example, you
cannot import contacts into the My Personal Contacts view. However, you can add
personal contacts by creating new records in the Personal Contacts view or by
synchronizing with a Personal Information Manager (PIM), such as Microsoft Outlook.
If you want to import accounts or opportunities, then contact your Siebel
administrator. You can import a maximum of 2000 records at one time.
To import data into the Siebel application
1. Navigate to the screen into which you want to import data.
Note: You cannot use the import feature from a view.
2. Click the cogwheel icon, and then click Import.

The Import dialog box appears.
3. In the Import dialog box, do the following:
a. Click Choose File for the Input File field to select the file to import.
b. Select the file you want to import, and click Open.

c. Use the Input Format option buttons to select the format of the input source
file.
Note: The file you import must match the format you select in the
Input Format option.
d. Use the Input Source option buttons to define the type of mapping you want
to use.
The Auto Mapping option uses the structure of the import file to map fields.
The Predefined Mapping option uses a set format that is based on the source
application, for example, ACT!. When you select the Predefined Mapping
option, you must select the corresponding source from the Input Source
drop-down list.
Note: When importing using predefined mapping, all the fields must
be defined in the Import Object in Siebel Tools. A certain format is
required for predefined mapping. For more information, contact your
Siebel administrator.
e. Use the Conflict Resolution option buttons to select the method you prefer to
use if the import process encounters a conflict between records.
f. Click Next.
If you choose the Predefined Mapping option, then go to step 5. If you choose
the Auto Mapping option, then the Import mapping dialog box appears.
4. Verify that the mappings in the Field Mappings list are correct.
To update a mapping, select the field in the Import Field list, select the
corresponding Siebel field in the Siebel Field list, and then click Update Mapping.
The mapping in the Field Mappings list is updated.
5. Click Next.
The records from the import file are imported into the Siebel database. When the
import finishes, a status dialog box appears.
6. Click OK to close the dialog box, or click View Log to review information about
the import.

The export feature is useful when you query for specific data and want to export that
data to a separate file. The exported data in the file might be in Microsoft Excel, but
you can import the data into other applications.
Dates or numbers in exported data are formatted according to your computers
regional settings. You can configure your regional settings using the Microsoft
Windows Control Panel. In some cases, the formatting depends on the regional
settings on the company server. For more information, contact your Siebel
administrator.
You export from a list. You can export a single record or a list of records.

Note: If a record you export includes a multi-value group field, then

only the primary value for that field is exported.
To export data to an external file

1. Navigate to the screen from which you want to export data, and run a query to
display the records.
2. (Optional) Use the Columns Displayed function to add columns to and remove
columns from the list.
For more information, see "Organizing List Columns" on page 6-16.
3. Click the cogwheel icon, and then click Export.
The Export dialog box appears.
4. In the Export dialog box, do the following:
a. Use the Rows To Export option buttons and Columns To Export option
buttons to define the rows and columns you want to export.
Note: The order of exported columns is determined in Siebel Tools

by the order of the Sequence property values of the columns as they
are set in the List Column object. For more information about
properties of the List Column object, see Siebel Object Types Reference.
b. Use the Output Format option buttons to define the format of the output
document.
To correctly export Siebel data to a Microsoft Excel document, select the Tab
Delimited Text File option. Select the Text File With Delimiter option to add
quotes around each field value to help differentiate between each column
value.
Note: For numeric fields, the number of digits to the right of the
decimal point that are exported to the document is determined by the
regional settings of your operating system. Modifying the operating
system settings allows for more digits, up to a maximum value of nine
digits to the right of the decimal point.
c. Click Next.
Note: The export process can take several minutes if you export a
large amount of data. A message showing the current status of the
export appears (and is periodically updated) at the top of the Export
dialog box. Performance might be adversely affected if you export
more than 50,000 records.
After all of the export data is retrieved, the Show all downloads link appears
in the bottom right corner of the screen, and a field containing the external file
appears in the bottom left corner of the screen. You can click the Show all
downloads link to use your browser to access and manage all files that you
export.

5. From the drop-down list for the field containing the external file, select Show in
Folder to see the location of the external file.
You can access this file and modify it.
6. Close the Export dialog box, and click the X next to the Show all downloads link to
hide the link and the field containing the external file.


11
Using the Calendar
1
This chapter describes how to use the calendar. It does not apply to users who
integrate Microsoft Outlook with their Siebel Business Applications. It includes the
following topics:
About the Calendar
About Calendar Formats
About Calendar Views
About Viewing Activities
About Activity Defaults
About Recurring Activity Defaults
About Activity Fields
About Using the Participant Availability Subview
About Using Group Calendars
Viewing Calendar Activities
Adding Activities to the Calendar
Deleting Calendar Activities
Creating Recurring Calendar Activities
Deleting Recurring Calendar Activities
Adding Activities in the To Do List
Marking To Do Activities Complete
Changing Activities
Rescheduling Activities
Adding Participants to Activities
Removing Participants from Activities
Reassigning Activities
Changing the Time Zone in Calendar
Granting Access to Your Calendar
Viewing Calendars of Other Users
Using the Calendar 11-1

About the Calendar
About the Calendar

The Calendar screen allows you to manage your time and scheduled activities. You
can choose the visual format that you want for the calendar. These formats include the
Daily, Weekly, or Monthly calendar format. In the Calendar screen, you can schedule
activities, view activities, invite participants to meetings, view your tasks in a To Do
list, and print your calendar.
Note: Printing your calendar is not supported using mobile devices.
Figure 111 shows an example of the Calendar screen.
Figure 111 Example of the Calendar Screen
Each activity that appears in the calendar is highlighted in the color associated with
the Status field value of that activity. The color legend for the calendar shows only
those colors that appear in the displayed calendar, not all possible colors. The Siebel
administrator can change the colors for Status field values and change the field that
determines activity color from the Status field to another field, such as the Type field.
For more information about customizing these colors and fields, see Configuring Siebel
Open UI.
All-day events appear in a reserved slot at the top of the calendar screen. By default,
the all day slot does not appear in the calendar, and must be enabled by your Siebel
administrator. For more information about customizing the calendar all day slot, see
Configuring Siebel Open UI.
Your working hours for the current date and future dates are denoted by a yellow line
that represents the beginning of your workday (or the current time), and a red line that

represents the end of your workday. You can change the start time and the end time of
your workday. For more information about changing your workday start and end
times, see "Customizing the Length of a Workday" on page 13-13.
In the Activities screen, you can create an activity with a planned start time, and the
activity is automatically placed on your calendar. Changing the information for a
scheduled activity on the calendar changes the same information in the Activities
screen. Similarly, changing information about an activity in any Activities screen
changes the same information in the calendar.
Some views in the Calendar screen display a To Do list. Activities that you specify as
To Do activities appear in your To Do list. You can view your uncompleted To Do
activities in this list.

The configuration of your Siebel application determines the availability of certain
features. Therefore, the calendar formats you see can differ from the calendar formats
described in this topic. Calendar format buttons appear in the Calendar screen.
Table 111 describes the calendar format buttons.
Table 111 Calendar Format Buttons

Button Name Description
Switch to daily Displays your activities that are scheduled for the selected day.
view button
Switch to Displays your activities that are scheduled for the selected week.
weekly view You can designate a 5 Day Weekly format or a 7 Day Weekly format
button in your user preferences. For more information, see "Setting Up
Default Calendar Formats" on page 13-14.
Switch to Displays your activities that are scheduled for the selected month. In
monthly view the Monthly calendar format, you can place your cursor over a day
button to see a full list of the days activities.
If the current date appears in the calendar format, then that date is automatically
selected and highlighted in a color (for example, yellow) when you access a calendar.
If you click a time slot in the calendar, then that time slot is highlighted in a color (for
example, blue).
You can navigate to a date in calendar formats in the following ways:
Click the left arrow button to the left of the calendar title to navigate to the
previous calendar interval and the right arrow button to the right of the calendar
title to navigate to the next calendar interval.
The calendar title determines the calendar interval to which you navigate. For
example, if the calendar title is August 6 - 12, 2012, then the calendar is in the
Weekly calendar format. When you click the left arrow button, you navigate to the
calendar for the previous week, and when you click the right arrow button, you
navigate to the calendar for the next week.
Click the Today button to navigate to the current date when the current date does
not appear in the displayed calendar format.
Click the calendar select button to navigate to a date. This date does not have to
appear in the displayed calendar format.

When you click the calendar select button, you access the calendar control. Unlike
the calendar control for fields, the calendar control for the Calendar screen does
not include an OK button and a Now button that you can click to select a date. In
the calendar control for the Calendar screen, you click a date to select the date. For
more information about the calendar control, see "About the Calendar Control" on
page 4-6.
In the Monthly calendar format, click a date in the calendar.

Calendar views are available in screens, such as Accounts, Contacts, Campaigns,
Projects, and Opportunities. Each Calendar view allows you to create activities
without navigating to the Calendar screen and leaving the current screen.
Calendar views in screens allow you to associate activities with an active record. For
example, if you create a new activity in the Calendar view of the Accounts screen, then
the new activity appears with the Account and Site fields populated from the active
account record.
You can navigate to a date in Calendar views in the following ways:
Select values in the date value fields at the top of the view.
Click the Today button to navigate to the current date when the current date does
not appear in the displayed calendar.
This date navigation is available only if administrators configure calendar views in
screens for the Siebel Open UI client. For more information this configuration, see
Configuring Siebel Open UI.
About Viewing Activities

Activities can appear in the Activities screen, in the Calendar, and in the To Do list.
The place where an activity appears depends on the place where you create it.
Table 112 explains where activities appear.
Note: You cannot query for activities in the calendar.
Activities cannot appear in the Calendar and the To Do list at the same time.
Table 112 Where Activities Appear

Then the activity
If you create an automatically appears
activity here... here... Comments
Calendar screen Calendar screen None.
Activities screen
To Do list To Do list None.
Activities screen

Table 112 (Cont.) Where Activities Appear

Then the activity
If you create an automatically appears
activity here... here... Comments
Activities screen The location associated Values in the drop-down list for the Display
with value you select from In field include: Calendar and Activities, To
the drop-down list for the Do and Activities, Activities Only, and
Display In field Communication and Activities.
If you choose Calendar and Activities, but do
not assign a start time to the activity, then the
activity does not appear in your calendar.
If you choose Communication and Activities
in the Display In field and Email - Inbound in
the Type field, then the activity appears in
Communications List view of the
Communications screen.
About Activity Defaults

When you create a new calendar activity, some fields are populated with default
values. Table 113 shows these values as they appear in the preconfigured Siebel
application.
Table 113 Default Values for Calendar Activity Fields

Field Default Value
Type Appointment.
Start Date and time that is determined by the way you create the activity.
If you select a single time slot or multiple time slots in the calendar, then the date
and start time for that time slot or group of time slots.
If you select the + (plus sign) button, then the calendar date to which you navigate
and the start time of the time slot that begins after the current time. For example, if
the current time is 11:02 A.M. and the calendar interval in your user preferences is
15 minutes, then the start time defaults to 11:15 A.M.
Duration Default value, in minutes, in your user preferences.
End Start time plus the value in the Duration field.
Owner Your user ID in the Siebel application when you view your calendar, and another
user ID when you view another users calendar.

When you create a recurring activity, the Repeat Until field defaults to a
predetermined value that is based on the value you select from the drop-down list for
the Repeat Frequency field. You can change this predetermined value as needed.
Table 114 shows the default values for the Repeat Until field. For more information
about creating recurring activities, see "Creating Recurring Calendar Activities" on
page 11-10.
Table 114 Default Values for Repeat Until Field

If Repeat Frequency value is... Then the default Repeat Until value is...
Daily Today plus 7 days
Weekly Today plus 90 days

Table 114 (Cont.) Default Values for Repeat Until Field

If Repeat Frequency value is... Then the default Repeat Until value is...
Monthly Today plus 6 months
Quarterly Today plus 2 years
Yearly Today plus 10 years

Note the following points when you work with calendar activities:
Selecting a value in the Repeat Frequency field automatically sets a value in the
Repeat Until field and determines that the activity is recurring.
The date and time in the Start field cannot be later than the date and time in the
End field.
If you select the Alarm check box in the Calendar Detail form of a calendar
activity, and you select the Done check box in the Activity form of that calendar
activity, then the Alarm check box is cleared.
About Using the Participant Availability Subview

The Gantt chart, also called the Participant Availability subview, that appears below
the Calendar Detail form for all nonrecurring activities can provide you more
information about an activity and its participants. Figure 112 shows an example of the
Participant Availability subview.
If you do not see the Gantt chart in the Participant Availability subview, then you
might see a large button called Show Participant Availability. Click that button to see
the Gantt chart. Gantt charts are not available for recurring activities.
Figure 112 Example of Participant Availability Subview

About Viewing Calendar Availability
The following information can help you to use this subview:

In the Participant Availability subview, click Add Employee, Add Contact, or Add
Resource to add new participants to an activity.
In the Participant Availability subview, click the participant name in the
Participants column, and click the trash can icon to remove an existing participant
from an activity.
All the schedules you see in the subview are converted to the time zone specified
in your time zone preferences. For example, if your calendar displays Pacific time,
and you are viewing an activity involving a user in the Eastern time zone, then the
Eastern time zone users schedule is converted to Pacific time for you. If the
Eastern time zone user is looking at the same activity in the calendar, then the
schedule is converted to Eastern time.
You cannot use the Participant Availability subview for a recurring activity.
Employee work hours have a white background, and non-work hours have a dark
gray background.
Scheduled activities appear as green blocks on the calendar. You can change the
start and end times of the current activity by placing your cursor over either line,
clicking, and dragging the line to the time you want.
Any changes you make in the Participant Availability subview are automatically
reflected in the Calendar Detail form. Likewise, any changes you make in the
Calendar Detail form are automatically reflected in the Participant Availability
subview.
Contacts appear in the Participant Availability subview, but have no associated
schedules.
Icons indicate the participant type. A face indicates an employee, a phone book
indicates a contact, and a projection screen indicates a resource.
You can choose to display only your work hours or all 24 hours of the day. To
make this choice, select the value from the Show field in the Participant
Availability subview. You can also set up this preference in your user preferences.
For more information, see "Setting Up Default Participant Chart Display" on
page 13-15.
Place your cursor over a participants name to find out more information about
that participant, including title, account, and time zone.
You can advance the Gantt chart to a future date by using the horizontal scroll bar
at the bottom of the chart. If you want to see more than three days after the
activity's current date, then you must reset the start date in the Calendar Detail
form.
About Using Group Calendars

You might want to see certain calendar activities common to all of your colleagues,
such as trade shows, training events, holidays, and so on. Your Siebel administrator
can create a user ID representing your group and give you and your colleagues access
to this user ID. For more information, contact your Siebel administrator.
About Viewing Calendar Availability

When trying to find a time to schedule a meeting, you might want to consult a
breakdown of how many available hours a user has on a particular day. If calendar

availability is enabled, when you open a monthly view of calendar, it shows the
available hours for every day in the future. The available hours are represented by a
rounded number surrounded by a circle. Available time is calculated by taking the
number working hours defined by the user, and subtracting any events already
scheduled for that day.
Figure 113 shows an example of calendar availability.
The calendar availability is available only if administrators configure Siebel Open UI
to allow it. For more information this configuration, see Configuring Siebel Open UI.
Figure 113 Example of Calendar Availability

You can view and manage activities in the daily, weekly, or monthly format of your
calendar. You can specify any of the calendar formats as the default format in the
Calendar screen. For more information, see "Setting Up Default Calendar Formats" on
page 13-14.
Note: You cannot query for activities in the calendar.
To view calendar activities

1. Navigate to the Calendar screen.
The calendar appears, showing the Daily calendar format.

2. (Optional) Click a button to change the calendar format.

For more information, see "About Calendar Formats" on page 11-3.
3. Place your cursor over the hyperlink for an activity description to view details
about that activity.
Adding Activities to the Calendar

In the Daily and Weekly calendar format, the free time slots associated with your work
hours are a lighter color than the time slots associated with your non-work hours, but
you can add activities to any time slot. You can designate the time your work hours in
your user preferences. For more information, see "Customizing the Length of a
Workday" on page 13-13.
To add an activity to the calendar
2. (Optional) Navigate to a date in the calendar.
If you complete this step, then the value in the Start field of the Calendar Detail
form includes the date to which you navigate. The Calendar Detail form appears
when you complete the next step. For information about navigating to a date in
the calendar, see "About Calendar Formats" on page 11-3.
3. In the Daily, Weekly, or Monthly calendar format, click + (plus sign).
The Calendar Detail form appears.
4. Complete the fields.
5. Click Save This One.
The activity appears in your calendar and in the Activities screen.
Entering Activities Directly in the Calendar

In the Daily and Weekly calendar format, you can enter an activity directly in the
calendar.
To enter an activity directly in the calendar
2. In the Daily or Weekly calendar format, click the time slot for which you want to
create the activity.
If you want to create an activity that spans multiple time slots, then click the first
time slot, and without lifting the mouse, drag and drop the activity to the last time
slot.
3. In the New Event dialog box, enter a description, and click OK.
The activity appears in your calendar and in the Activities screen.

You can delete an activity from any calendar format in the Calendar screen. However,
you cannot delete read-only activities. Read-only activities include the following
activities:
Some activities imported from other applications, such as Microsoft Outlook or
Microsoft Exchange.

Activities that you do not own in your calendar.

Activities that you can only view in the calendars of other users.
Activities that are protected by industry-specific functionality.
For example, some call records in Siebel Life Sciences are read-only. You can delete
the call record, but not the calendar activity for the call record.
To delete an activity
2. In the Daily, Weekly, or Monthly calendar format, click the hyperlink for an
activity description to access the activity.
3. Click Delete This One.
If you are the primary employee for the activity, then the activity is deleted from
every participants calendar. If you are a non-primary employee for the activity,
then the activity is deleted from only your calendar.

You might find that you want to schedule recurring activities, such as meetings.
Instead of creating a new meeting every time a recurring meeting occurs, you can
create one activity and set the activity to repeat at specific times to create a series of
meetings.
Note: When you modify a recurring meeting and click Save All, your
changes are applied to the current meeting and to every future
meeting in the series. However, your changes are not applied every
previous meeting in the series.
To create a recurring calendar activity

2. In the Daily, Weekly, or Monthly calendar format, click + (plus sign).
3. Complete the fields.
Field Description
Repeat Select a value to designate how often you want this activity to recur. For more
Frequency information about the Repeat Frequency value, see Table 114,
" Default Values for Repeat Until Field".
Repeat (Optional) Select the date on which you want the activity to stop recurring by
Until clicking the Calendar button in this field.
4. Click Save This One.
Changing Recurring Activities to Nonrecurring Activities

You can change a recurring activity to a nonrecurring activity.

To change a recurring activity to a nonrecurring activity

3. From the drop-down list for the Repeat Frequency field, choose Non-Repeating.
4. Click Save All.
All future instances of the activity are deleted. The activity for the current day and
previous days are not deleted.
Deleting Recurring Calendar Activities

When you delete a recurring activity, you can choose to delete just one instance or
every instance of the activity.
Deleting One Instance of a Recurring Activity

Complete the procedure in this topic to delete one instance of a recurring activity.
To delete one instance of a recurring activity
3. Click Delete This One.
This instance of the activity is deleted. Every other instance is still scheduled.
Deleting Every Instance of a Recurring Activity

Complete the procedure in this topic to delete every instance of a recurring activity.
To delete every instance of a recurring activity
3. Click Delete All.
Every instance of the recurring activity from the current day forward is deleted.
Any instances of the recurring activity before the current day remain on the
calendar.

The To Do list appears in the Calendar screen to the right of the calendar format.
To Do activities have the following characteristics:
They are activities that have a Type field value of To Do.

They carry forward every day until they are marked complete.
They do not appear in the Calendar itself.
Note: Alternatively, you can add a new To Do activity in the

Activities screen and select To Do and Activities from the drop-down
list for the Display In field.
To add a To Do activity
2. In the To Do list, click the plus (+) icon.
A blank row appears.
3. Enter values in the Description and Due fields.
4. (Optional) To add more information to the activity, drill down on the Description
field hyperlink of the activity.

To Do activities remain in your To Do list and carry forward to the next day until they
are complete. Use the Done check box to mark a To Do activity as complete. After an
activity is marked complete, that activity does not appear in the To Do list when the
Calendar screen is refreshed. Only uncompleted items appear in the To Do list.
To mark a To Do activity as complete
2. In the To Do list, select the To Do activity you want to mark as complete.
3. Select the Done check box.
Changing Activities
After adding an activity to your calendar, you can change the activity. You drill down
on the activity and make changes in the Calendar Detail form.
Changing Nonrecurring Activities

Complete the procedure in this topic to change nonrecurring activities.
Note: Each time you create or modify an activity in the calendar, you
can choose to automatically notify any employees who are associated
with the activity. For more information, see "Setting Up Email
Prompts for Meetings" on page 13-14.
To change a nonrecurring activity


3. Make the necessary changes, and click Save This One.
Changing Recurring Activities

Complete the procedure in this topic to change recurring activities. When you change
a recurring activity, you must make sure to save it properly.
To change a recurring activity
3. Make the necessary changes, and click one of the following buttons:
Save This One. Saves the changes you make to the current recurring activity,
changes the activity to a non-recurring activity, and does not change every
other recurring activity in the series.
For example, a recurring activity is scheduled to occur daily from August 21
until August 25. If you change the August 23 instance of the activity and click
Save This One, then only the August 23 activity changes. This activity also
becomes non-recurring and is no longer associated with the other activities in
the series.
Save All. Saves changes you make to the current recurring activity and to all
subsequent recurring activities in the series. However, the changes are not
applied to any activities that are scheduled before the current activity.
For example, a recurring activity is scheduled to occur daily from August 21
until August 25. If you change the August 23 activity and click Save All, then
the activities scheduled for August 23, August 24, and August 25 change, but
the activities scheduled for August 21 and August 22 do not change.
You can use different methods to reschedule activities.
Rescheduling Activities by Changing Date Fields

In any calendar format, you can change date fields to reschedule activities.
To reschedule an activity by changing date fields
3. Change the value in the Start field.
4. Change the value in the End field.
Rescheduling Activities by Using Drag-and-Drop

In the Daily and Weekly calendar format, you can use drag-and-drop functionality to
reschedule activities.

To reschedule an activity by using drag-and-drop

2. In the Daily or Weekly calendar format, click the time slot for the activity in the
calendar, and without lifting the mouse button, drag and drop the activity to a
different time slot in the calendar.
Rescheduling Activities by Stretching Activity Borders

In the Daily and Weekly calendar format, you can stretch the bottom cell border for an
activity to reschedule the activity.
To reschedule an activity by stretching the activity border
2. To change an end time for the activity, do the following:
a. Place the cursor over the bottom border of the activity.
A line with arrowheads appears.
b. Click and drag activitys bottom border to an earlier or later time.

When you add an activity to your calendar, you might also want to add the people
who participate in the activity. You can add participants to the activity on your
calendar. Participants can include contacts and employees.
Participants can also include resources, such as a projector or a conference room.
Figure 112, "Example of Participant Availability Subview" shows an example of the
Participant Availability subview.
Adding Contacts to Activities

You can add contacts to activities.
To add contacts to an activity
3. In the Participant Availability subview, click Add Contact.
The Add Contacts dialog box appears.
4. Select one or more contact records.
5. After you select the contacts you want to add, click OK.
The selected contacts appear in the Participant Availability subview and are part
of the activity.
Adding Employees to Activities

You can add employees to an activity.
To add employees to an activity


3. In the Participant Availability subview, click Add Employee.
The Add Employees dialog box appears. If a large number of employees appears,
then you can use the magnifying glass icon in the Employees list to find an
employee.
4. Select one or more employee records.
5. After you select the employees you want to add, click OK.
The selected employees appear in the Participant Availability subview and are
part of the activity.
6. (Optional) Review the Participant Availability subview to verify an employees
availability.
Adding Resources to Activities

You can add resources to an activity.
To add resources to an activity
The Calendar Detail form appears with the Participant Availability subview
beneath it.
3. In the Participant Availability subview, click Add Resource.
The Pick Resource dialog box appears.
4. Query for the type of resource you are looking for.
5. Select one or more records, and click Check Availability.
Only the resources that you select in Step 4 appear. A check mark appears in the
Availability column for any resource that is available during the time of the
activity.
6. Select the available or unavailable resources that you want to add to the activity,
and then click OK.
The resources appear in the Participant Availability subview.

You can remove contacts and employees from an activity using the Calendar Detail
form.
Removing Contacts from Activities

You can remove contacts from activities.
To remove contacts from an activity


3. To remove contacts, do the following:
a. In the Contacts field, click the select button.
The Contacts multiple selection dialog box appears showing the list of selected
contacts for the activity.
b. Select the contacts that you want to remove from the activity, and click the left
arrow button.
The removed contacts no longer appear in the list of selected contacts.
c. Click OK.
Removing Employees from Activities

You can remove employees from activities.
To remove employees from an activity
3. To remove employees, do the following:
a. In the Employees field, click the select button.
The Employees multiple selection dialog box appears showing the list of
selected employees for the activity.
b. Select the employees that you want to remove from the activity, and click the
left arrow button.
The removed employees no longer appear in the list of selected employees.
c. Click OK.
Removing Participants from a Nonrecurring Activity

You can remove an employee, a contact, or a resource from a nonrecurring activity
using the Participant Availability subview.
To remove a participant from a nonrecurring activity
The Calendar Detail form appears with the Participant Availability subview
beneath it.
3. Click the participant name in the Participants column to select the participant you
want to remove.
4. Click the trash can icon.

The participant is deleted from the activity.
Reassigning Activities
After creating an activity and adding employees to it, you might want to reassign the
activity to a different employee. That is, you might want to make a different employee
the primary employee for the activity.
To reassign an activity
3. In the Employees field, click the select button.
The Employees multiple selection dialog box appears showing the list of selected
employees for the activity, and the primary employee appears with a check mark
in the Primary field.
You must change the primary employee to reassign the activity.
4. If the employee to whom you want to assign the activity appears in the list of
selected employees, then do the following:
a. Click the Primary field in the record for this employee, and click OK.
The activity is reassigned.
b. If the previous primary employee is no longer involved with the activity, then
access the Employees multiple selection dialog box again, and remove that
employee from the list of selected employees.

You can change time zone in the Calendar screen and the Calendar views. You might
want to change the calendar time zone if you travel between time zones.
Note: You can set a default time zone for your calendar in your user
preferences. For more information, see "Setting a Default Time Zone"
on page 13-2.
To change the time zone for the calendar

2. Click the cogwheel icon.
The Settings dialog box appears.
3. From the drop-down list for the Time Zone field, choose the appropriate time
zone, and click OK.
The calendar times appear in the time zone that you select.


When working with your team members, you might want to allow them to see your
activities or to add activities to your schedule. To grant other people access to your
calendar, you add team members in the Access List, and give them view or update
privileges.
Note: Calendar sharing can result in the routing of numerous

activities to mobile clients.
To give others access to your calendar

2. On the link bar, click Access List.
The Calendar Access list appears.
The Add Employees dialog box appears.
4. Select the record for an employee, and then click OK.
The Calendar Access list appears again. The employee you select appears in the
list, and that employee can now view your calendar.
5. (Optional) To allow the employee to add activities to your calendar, select the
Allow Updates check box.
Viewing Calendars of Other Users

You can view only calendars to which other users grant you access. If you are a
manager, then you can view the calendars of your direct reports.
Note: If your job often requires you to access another users calendar,
then you might want to set up that users calendar as your default
calendar. You can perform this setup in your user preferences. For
more information, see "Setting Up Another Users Calendar as Your
Default Calendar" on page 13-15.
To view the calendar of another user

2. Click the cogwheel icon.
The Settings dialog box appears.
3. From the drop-down list for the Owner field, choose the user of the calendar you
want to see, and click OK.
The other users calendar appears.

12
Customizing Home Pages
12
This chapter describes information relating to customizing the home page for your
Siebel application. It contains the following topics:
About Home Page Controls
Editing the Layout of Home Pages
About Home Page Controls

Use the controls that appear in the top right corner of each list and form to change the
layout of the home page for your Siebel application. The changes you make to the
layout using these controls remain in effect until you change the layout again.
Table 121 describes these controls.
Table 121 Home Page Controls

Option Description
Hides the list or form and temporarily removes it from the home page.
You must edit the layout of the home page to place the list or form back on the
home page.
Collapses the list or form to its minimal size showing no records.
Expands the list or form to its standard size.

The edit layout function lets you access more advanced layout editing functions, such
as showing hidden lists or forms, collapsing or expanding all the available lists and
forms at once, and restoring the default layout. You can use the edit layout function to
edit both the home page for your Siebel application and screen home pages. The
changes you make remain in effect until you change the layout again.
To edit the layout of a home page
1. At the home page, click Edit Layout.
2. In the Edit Layout form, click the controls to change each list or form that appears.
The controls are described in the following table.
Customizing Home Pages 12-1

Control Description
Collapses the list or form to its minimal size showing no records.
Expands the list or form to its standard size.
Hides the list or form in the home page.
Shows a previously hidden list or form and places it back on the home page.
3. To apply the same action to all forms and lists at the same time, click the cogwheel
icon, and then click an option.
The options are described in the following table.
Option Description
Hide All Applets Removes all lists and forms from the home page, and the home page is
blank.
Show All Applets Places all the lists and forms back on the home page.
Collapse All Collapses all lists and forms on the home page.
Expand All Expands all lists and forms on the home page.
4. To restore the default layout for the home page, click Default Layout.
5. Click Done.
The home page appears in the layout you define.

13
Setting User Preferences
13
This chapter describes how to set user preferences in your Siebel application. It
About User Preferences
Setting a Default Time Zone
Setting a Startup View
Setting Navigation Options
Setting Themes
Setting Transition Effects
Setting Scroll Speeds
Setting the Color for User Interface Elements
Setting Quick Print Options
Setting Outbound Communications Preferences for Send Email
Setting Up Default Queries
Viewing Saved Queries
Changing Default Spell Check Options
Customizing Aspects of Notifications
Setting Up View Links for Screen Home Pages
Showing, Hiding, and Reordering Screens or Views
Customizing Aspects of the Calendar
Maintaining Quick Fill Templates
Setting Pause Behavior for Task UI
About Setting Up Synchronization Preferences
About Availability Fields in the Profile View
About User Preferences

Your user preferences control the behavior and appearance of the Siebel application.
The user preferences that you set apply to the user interface for only your session, and
not to user interface for the sessions of other users. Your user preferences are stored in
a Siebel repository patch file (SPF), and not in a table. This file has an extension of .spf.
Each user for a Siebel application has a .spf file for that Siebel application.
Setting User Preferences 13-1

Your access to the functionality in the User Preferences screen depends on how your
Siebel application is configured. For more information, contact your Siebel
administrator.
Some user preferences settings might not take effect until you log out, and then log
back in to the Siebel application.

You can specify the time zone that your Siebel application uses to display date and
time fields during your session.
To set a default time zone
1. From the application-level menu, choose Tools, then User Preferences.
The User Preferences screen appears.
2. On the link bar, click Profile.
The Profile form appears.
3. In the Time Zone field, click the select button.
The Pick Time Zone dialog box appears.
4. Select the time zone, and click OK.
Setting a Startup View

You can determine the screen and view that appears when you launch your Siebel
application.
To set a startup view
2. On the link bar, click Behavior.
The Behavior form appears.
3. In the Startup View field, click the select button.
The Pick Favorite dialog box appears.
4. From the Startup View list in the Pick Favorite dialog box, select the screen and
view you want as your startup view.
For example, choosing Accounts - Activities shows the Accounts screen, then
Activities view when you first launch your Siebel application.
Note: The user preference startup views to appear at startup are

visible in the drop-down list for the Startup View field only if the
Category Viewbar Text and the Menu Text screen view properties are
defined in Siebel Tools. If a view within a screen has neither of these
properties defined, then the view does not appear in the list. For more
information about setting the screen view properties, contact your
Siebel administrator.
5. Click OK.

The screen and view you select appear in the Startup View field.
Setting Navigation Options

By default, the Siebel Open UI client uses the Side Menu icon as the navigation control.
There are two other options available for navigation control settings: tab and tree. For
more information about the Side Menu, see "About the Side Menu" on page 3-4.
If you select the tab format for navigation settings, the screen tabs and associated link
bars appear near the top of your screen.
If you are left-handed, then you can set the names for the screen tabs and associated
link bars to appear on the left side of the screen so that you can more easily access this
information. In this scenario, these names appear in tree format and not in tab format
and link bar format.
To set navigation options
3. Select the desired value from the drop-down list for the Navigation Control field.
Setting Themes
By default, the Siebel Open UI client uses the Aurora theme as the user interface
theme. Depending on your deployment of Siebel Open UI, other themes, such as
Simplified User Interface (SUI) might be available. For more information about the
Simplified UI theme, see "About the Simplified User Interface" on page 3-2.
To set themes
3. Select the desired value from the drop-down list for the Theme field.
Note: The values available in the drop-down list are dependant on

what the value selected in the Navigation Control field.

The Siebel Open UI client uses transition effects when you navigate between different
screens and views. You can configure your preferred type of transition effect.
Note: Transition effects are limited in some deployments of the

Siebel Open UI client. For more information about the transition
effects available to you, contact your Siebel administrator.

To set the transition effects

3. From the drop-down list for the Transition field, choose from the available options.

When tile applets appear in the Siebel Open UI client, scroll arrows appear on either
side of the tiles. For example, tiles appear in the Contact List view of the Contacts
screen after you click the Tile button. You can configure the scroll speed for tile
applets. The scroll speed is the speed at which the tiles move when you click a scroll
arrow.
Setting Scroll Speeds for All Tile Applets

You can set the scroll speeds for all tile applets.
To set the default scroll speed for all tile applets
3. Select a value from the drop-down list for the Default Scroll Speed field.
Setting Scroll Speed for a Specific Tile Applet

You can set the Scroll speed for a specific tile applet. For a specific tile applet, the scroll
speed that you set overrides the scroll speed that you set for all tile applets.
To set the scroll speed for a specific tile applet
1. Navigate to a view that displays a tile applet.
2. At the bottom right side of the tiles, adjust the slide bar to control the scroll speed.
Note: The number representing the scroll speed appears to the right
of the slide bar.
The scroll speed is modified for the tile applet.
Setting the Color for User Interface Elements

You can designate the color that appears for the following elements in the user
interface:
Some active buttons.
Link names in fields.
Background colors.

To set the color for user interface elements

3. Select color value from the drop-down list for the Theme field.
Note: You cannot select a value in the Theme field if the Navigation
Control field has no value.

The quick print function can use the print feature in your browser to print the records
that currently appear in a list. For more information, see "Printing Records" on
page 6-8.
To set quick print options
2. On the link bar, click Printing.
The Printing form appears.
3. Complete the fields as needed to set up printing the way you want it.
Field Description
Application Select from the following options to determine how screen data prints when
Menu - Print you use the application-level menu (File, then Print):
Behavior
All Applets in View. Prints each list or form sequentially, left to right
and top to bottom.
Selected Applet Only. Prints only the selected list or form.
This field applies only to HTML. If you use Microsoft Excel, only the list is
printed.
Applet Menu - Select from the following options to determine how screen data prints when
Print Behavior you use the cogwheel icon (Menu, then Print):
All Applets in View. Prints each list or form sequentially, left to right
and top to bottom.
Selected Applet Only. Prints only the selected list or form.
Print Select from the following options:
Individual
Microsoft Excel. Prints only list applets. Select this option to designate
Lists Using
Microsoft Excel as your quick print application.
HTML. Prints an entire view. Select this option to designate the print
feature of the browser as your quick print application.
Rows to Print Select from the following options to determine how you want rows to print:
All Rows in Current Query.
Active Row.

Field Description
Columns to Select from the following options to determine how you want columns to
Print print:
All.
Visible Columns.

This topic describes how to set user preferences that affect the Send Email command.
For more information about the sending email, see "Sending Email from the Siebel
Application" on page 10-3. For information about supported versions of Microsoft
Outlook and Lotus Notes email client software, see Siebel System Requirements and
Supported Platforms on Oracle Technology Network.
Note: For Siebel CRM product releases 8.1.1.9 and later and for
8.2.2.2 and later, the system requirements and supported platform
certifications are available from the Certification tab on My Oracle
Support. For information about the Certification application, see
article 1492194.1 (Article ID) on My Oracle Support.
To set outbound communications preferences for Send Email

2. On the link bar, click Outbound Communications.
The Outbound Communications form appears.
3. In the Send Email section, complete the fields as need.
Field Description
Upon Sending Select activity generation for messages sent using the Send Email, Send Fax,
Messages Send Wireless Message, and Send Page commands. Options are:
Generate
No Activities. No activity records are generated by sending an outbound
message.
Private activities. Sets the Internal flag to TRUE for an activity record
generated by sending an outbound message. Only the message sender
can view the activity record.
Public activities. Sets the Internal flag to FALSE for an activity record
generated by sending an outbound message. Other users, in addition to
the message sender, can view the activity record.
The specific results of the Internal flag of FALSE or TRUE depend on your
Siebel implementation. For more information, contact your Siebel
administrator.

Field Description
Default Profile Select the default communications profile to use for the Send Email and Send
Fax commands. The profile stores various communications settings and
provides access to the communications driver that transfers information
between the Siebel application and the email/fax server. For example, a
profile for the Internet SMTP/POP3 Server driver handles outbound
communications using the SMTP protocol.
You can access any profiles that are associated with your Siebel responsibility
setting, and any profiles that you create for your personal use by using the
My Profiles view in the Communications screen. The ability to create personal
communications profiles is not available for some responsibility settings.
The default profile information is copied to the From field in the Send Email
and Send Fax dialog boxes. You can specify a different profile by choosing
another value from the drop-down list for the From field.
Default Select the default choice for where recipient email or fax address information
Recipient Class is populated in an outbound message. Options are: To, Cc, and Bcc.
In some contexts, the Send Email and Send Fax commands allow you to
choose email or fax recipients from data stored in certain fields of the current
record. This field applies if you choose a recipient for one of these current
field values.
For example, you might generally want to populate recipients to the To field.
However, because of your typical activities or workflow and your companys
business needs, it might be more appropriate to populate recipients to the Cc
or Bcc field instead of the To field.
Email Client Select the email client to use when the Send Email command is selected.
Options are: Lotus Notes, Microsoft Outlook, Siebel Email Client, and
External Email Client.
Siebel/Outlook Select your preferred outbound email form when Email Client is set to
Form Microsoft Outlook, if you prefer a default form other than the form specified
by the Siebel administrator at the server level. For information about creating
outbound forms, see Siebel Email Administration Guide.
Siebel/Lotus Select your preferred outbound email form when Email Client is set to Lotus
Form Notes, if you prefer a default form other than the form specified by the Siebel
administrator at the server level. For information about creating outbound
forms, see Siebel Email Administration Guide.
Default Select the type of formatting to use for outbound email messages that are sent
Message using the Send Email command. Options are HTML and Plain Text. For more
Format information about using the HTML message format, see "Using the HTML
Editor" on page 10-5.

You can set up queries to display data when you access a specific screen and view. For
more information about queries, see Chapter 7, "Locating Information Using Query
and iHelp."
If you set up default queries for multiple views that are based on the same business
object (for example, the Contact business object), then the default query for the first
view that you access runs to display data in the view. However, when you access
another one of the views, the data that appears is determined by the default query for
the first view, and not the default query for the new view. The default query for the
new view does not run to display data because the query context for the first view is
retained when you navigate from the first view to any of the other views.

Note: Only views that you can access from the drop-down list for the
Show field or from the Site Map can have an associated default query.
To set up a default query

2. On the link bar, click Default Queries.
The Screen Name and Screen View lists appear.
3. In the Screen Name list at the top of the screen, select the screen.
4. In the Screen View list below the list of screens, select the view from the View
Name column.
5. Click the Default Query field next to the view you select, and click the select
button.
The Pick Query dialog box appears.
6. From the Pick Query dialog box, select the query you want this view to display,
and click OK.
The selected query appears next to the appropriate view in the Default Query
column.

You can view existing queries that you previously saved. For more information about
queries, see Chapter 7, "Locating Information Using Query and iHelp."
To view a saved query
2. On the link bar, click Saved Queries.
The Saved Queries list appears.
Changing Default Spell Check Options

You can change the options for the spell check feature. For example, you can change
your default language for spell check. Also, you can add words to a custom dictionary.
Custom user dictionaries are stored on the server so you can use any available
workstation and still access the entire dictionary.
You can set up spell check to run automatically on email messages, faxes, pages, and
outbound wireless messages that you send from the Siebel application. For more
information about the spell check feature, see "Spell Checking Fields in Records" on
page 6-13.
To change default spell check options

2. On the link bar, click Spelling.

The Spelling form appears.
3. In the Spelling form, complete the fields as needed.
Field Description
Ignore UPPERCASE Select this check box to indicate that spell check does not question
Words words in all caps such as SMTP or CD.
Ignore MixedCase Select this check box to indicate that spell check does not question
Words words such as eMail.
Ignore Internet Select this check box to indicate that spell check does not question
Names words such as http://www.oracle.com/
Report Select this check box to indicate that spell check questions capitalization
Capitalization Errors errors such as PLEase.
Ignore HTML Tags Select this check box to indicate that spell check does not question any
text enclosed in angle brackets (<>) or any text that follows an
unmatched left angle bracket (<).
Ignore Words with Select this check box to indicate that spell check does not question
Digits words such as POP3.
Always Check Select this check box to indicate that spell check automatically checks
Spelling Before the spelling of the email message, fax, page, or outbound wireless
Sending message when you click Send.
Default Spell Select the current default language dictionary used to check spelling.
Checking Language The initial default language is the language specified during the Siebel
application installation. You can change your default language at any
time. A new default spell checking language takes effect the next time
you invoke spell check.

If your Siebel administrator provides you with the proper authority, then you can
customize notifications. You customize the behavior of the Notification icon and the
notification panes. For more information, see "About Notifications" on page 3-18.
To customize notifications
2. On the link bar, click Message Broadcasting.
The Message Broadcasting form appears.
3. In the Message Broadcasting form, complete the fields as needed.
Field Description
Scroll Speed Select a speed at which messages scroll across the bottom of the application
window. Values include: Stopped, Slow, Medium, or Fast. This field does
not apply to the Siebel Open UI client.
Arrow Scroll Select a speed at which messages scroll when you click the arrows at either
Speed end of the message bar. Values include: Stopped, Slow, Medium, or Fast.
This field does not apply to the Siebel Open UI client.

Field Description
Mouseover Select a speed at which the messages scroll when your place your cursor
Pause Speed over the message bar. Values include: Stopped, Slow, Medium, or Fast. This
field does not apply to the Siebel Open UI client.
Update Interval Type the time interval in seconds at which you want notifications to refresh.
(Seconds) This field applies to the Notification icon and notification panes.
Prefix of Normal Type the text to appear before a normal-priority message. For example, you
Priority Message might want the letter N to appear before a normal-priority message to
indicate it is a normal-priority message. A letter is useful if you have
difficulty distinguishing the colors of these messages. This field applies to
the notification panes.
For HTML messages, instead of entering <N>, enter <N> because the
Siebel application does not recognize the less than character (<) and the
greater than character (>).
Prefix of High Type the text to appear before a high-priority message. For example, you
Priority Message might want the letter H to appear before a high-priority message to indicate
it is a high-priority message. A letter is useful if you have difficulty
distinguishing the colors of these messages. This field applies to the
notification panes.
For HTML messages, instead of entering <H>, enter <H> because the
Prefix of Urgent Type the text to appear before an urgent-priority message. For example, you
Priority Message might want the letter U to appear before an urgent message to indicate it is
an urgent message. A letter is useful if you have difficulty distinguishing
the colors of these messages. This field applies to the notification panes.
For HTML messages, instead of entering <U>, enter <U> because the
Show Select this check box to show the functionality for notifications in the
application window. This field applies to the Notification icon and
notification panes.

You can set up view links to appear in the view links area in screen home pages. For
more information about the main elements in home pages, see "About Home Pages for
Screens" on page 3-6.
If your Siebel administrator sets up view links for screen home pages and marks those
links as public, then you cannot change or delete those links.
To add a view link to a screen home page
2. On the link bar, click View Links.
The Screen Homepages list appears.
3. In the Screen Homepages list, select the home page for which you want to add a
view link.
If view links exist for the home page, then the View Links list shows those links.
4. In the View Links list, click the plus (+) icon.
5. Complete the fields as needed.

Some of the fields are described in the following table.
Field Description
Sequence Type a number that determines the place of the link in the view links area of
the screen home page.
Public Select this check box to indicate this link is a public view link and you
cannot modify or delete it.
Active Select this check box to indicate this link is an active view link.
Name Type a name for the link.
Description Type a long description for the link.
View Select a view in the Pick Screen View dialog box that appears when you click
the select button in this field.
Default Query Select a default predefined query for the view you select in the View field.

You can show, hide, and reorder screen tabs and view tabs. You can also set up default
views for screens in your Siebel application. The screens and views available to you
are always available through the Site Map, even if their tabs are hidden.
Showing or Hiding Screens

You can show or hide screen.
To show or hide screen
2. On the link bar, click Tab Layout.
The Screen Tab Layout and View Tab Layout lists appear.
3. In the Screen Tab Layout list, select the row for the screen you want to show or
hide, and do one of the following:
Clear the Hide check box to show the screen.
Select the Hide check box to hide the screen.
Note: If you hide a screen, then all the views within that screen are
also hidden.
Showing or Hiding Views

You can show or hide view.
To show or hide view tabs

3. In the Screen Tab Layout list, select the row for the screen associated with the view
you want to show or hide.
The View Tab Layout list shows the view for the selected screen.
4. In the View Tab Layout list, select the row for the view you want to show or hide,
and do one of the following:
Clear the Hide check box to show the view.
Select the Hide check box to hide the view.
Changing the Order of Screen Tabs

You can change the order in which screens appear.
To change the order in which screens appear
3. In the Screen Tab Layout list, type a whole number in the Order field for each
screen to define the position of that screen.
The number in the Order field is used to re-sequence the screens in ascending
order. If you use the same number in the Order field for more than one screen,
then the screen with the same number appear in alphabetical order.
Changing the Order of Views

You can change the order in which views appear.
To change the order in which views appear
3. In the Screen Tab Layout list, select the row for the screen for which you want to
reorder views.
The View Tab Layout list shows the views for the selected screen.
4. In the View Tab Layout list, type a whole number in the Order field for each view
to define the position of that view.
The number in the Order field is used to re-sequence the vies in ascending order. If
you use the same number in the Order field for more than one view, then the
views with the same number appear in alphabetical order.
Setting Up Default Views for Screens

You can set up a default view for a screen.
To set up a default view for a screen


3. In the Screen Tab Layout list, select the screen for which you want to set up a
default view.
4. In the View Tab Layout list, select the Default View check box for the view you
want as the default view for this screen.

To better suit your needs, you can customize aspects of your calendar from the
Calendar tab in the User Preferences screen. For information about using the calendar,
see Chapter 11, "Using the Calendar."
"Customizing the Length of a Workday" on page 13-13
"Setting Up Default Calendar Activity Duration" on page 13-14
"Setting Up Email Prompts for Meetings" on page 13-14
"Setting Up Default Calendar Formats" on page 13-14
"Setting Up Another Users Calendar as Your Default Calendar" on page 13-15
"Setting Up Default Participant Chart Display" on page 13-15
Customizing the Length of a Workday

The calendar shows your default workday, but it might not reflect the hours you are
actually at work. By default, your working hours for future dates are denoted by a
yellow line that represents the beginning of your workday, and a red line that
represents the end of your workday. You can change the start time and the end time of
your workday.
Note: If you are viewing the current day, the yellow line represents
the current time, if the current time is later than the value specified in
your Working Hours Start At preference setting. Otherwise, the
yellow line represents the value specified in your Working Hours Start
At preference setting.
To change the start time and end time of your workday

2. On the link bar, click Calendar.
The Calendar form appears.
3. Enter the calendar start time in the Working Hours Start At field.
4. Enter the calendar end time in the Working Hours End At field.

Setting Up Default Calendar Activity Duration

Each activity you schedule on your calendar has a default duration. You can determine
this default duration.
To set up a default calendar activity duration
3. From the drop-down list for the Appointment Duration field, select the activity
length.
Setting Up Email Prompts for Meetings

You might want to be prompted to send email messages to meeting participants when
you create a new appointment or modify an existing appointment.
To set up an email prompt for a meeting
3. Select the check box for the Participant Email Prompt field.
Setting Up Default Calendar Formats

You can set up a default calendar format to appear every time you access the Calendar
screen. For example, if you use the monthly calendar all the time, then it helps you if
the monthly calendar is set up as the default calendar format.
To set up a default calendar format
3. From the drop-down list for the Default Calendar field, choose Daily, Weekly, or
Monthly.
4. If you select Daily as the Default Calendar, then select the time interval for activity
periods in the calendar from the drop-down list for the Time Interval (Minutes)
field.
5. If you select Weekly as the Default Calendar, then do the following:
a. Select the default weekly calendar format from the drop-down list for the
Weekly Calendar View field.
b. Select the time interval for activity periods in the calendar from the
drop-down list for the Time Interval (Minutes) field.

c. Select the first day of the week to appear in the calendar from the drop-down
list for the First day of week field.
d. Select the week days to appear in the calendar from the check boxes for each
day of the week.
6. If you select Monthly as the Default Calendar, then select the first day of the week
to appear in the calendar from the drop-down list for the First day of week field.
Setting Up Another Users Calendar as Your Default Calendar

If you spend much of your time accessing another users calendar, then you might
want to set up that users calendar as your default calendar.
To set up another users calendar as your default
3. Click the select button in the Default User field.
The Pick Default User dialog box appears.
4. Select the appropriate user, and click OK.
That users login appears in the Default User field, and that users calendar
appears as your default calendar in the Calendar screen.
Setting Up Default Participant Chart Display

In the Gantt chart in the Participant Availability subview, you can choose to display
only your work hours or all 24 hours of the day.
To set up a default participant chart display
3. From the drop-down list for the Participant Chart Display field, choose Working
Hours or 24 Hours.

After you create quick fill templates, you can change some of their properties, and you
can deactivate or delete the templates. You can perform the tasks in this topic only for
the quick fill templates that you create.
Renaming Quick Fill Templates

You can rename a quick fill template.
To rename a quick fill template


2. On the link bar, click Quick Fill Templates.
The Templates list appears.
3. Select the template you want to rename.
4. In the Template Name field, type a new name for the quick fill template.
5. (Optional) In the Description field, change the description of the template.
Deactivating Quick Fill Templates

You can deactivate a quick fill template.
To deactivate a quick fill template
3. Select the template you want to deactivate.
4. In the Active field, clear the check box.
The template is no longer available for selection when you create a new record
from a quick fill template.
Reactivating Quick Fill Templates

You can reactivate a quick fill template.
To reactivate a quick fill template
3. Select the template you want to reactivate.
4. In the Active field, select the check box.
The template is now available for selection when you create a new record from a
quick fill template.
Deleting Quick Fill Templates

You can permanently delete a quick fill template.
To permanently delete a quick fill template

3. In the Templates list, select the quick fill template you want to delete, and click the
trash can icon.
4. At the confirmation dialog box, click OK.
Adding Quick Fill Template Options in an Applet Menu

In the preconfigured Siebel application, Quick Fill Template menu options are
available for some applets such as Activity Form Applet and are not available for other
applets, such as FS Invoice Form Applet. You can assign the Quick Fill Template menu
options to other applets by adding Applet Method Menu Item objects.
To add Applet Method Menu Item objects to a quick fill template
1. In Siebel Tools, select the applet to which you want to add the quick fill template
options.
2. Add a new Applet Method Menu Item to the applet.
The Applet Method Menu Item defines a menu item in the applet-level menu for
the parent Applet object definition.
3. Add the following values:
Command: ApplyTemplate
Menu Text: Apply Template
Command: SaveTemplate
Menu Text: Save as Template
Command: NewFromTemplate
Menu Text: New From Template
Command: NewFromLastTemplate
Menu Text: New From Last Template
For more information about the Applet Method Menu Item, contact your Siebel
administrator.

When you click the Pause button in the Task UI wizard, the task is saved in its current
stage, and the task is sent to your Inbox. You can launch the task later and resume the
task from where you left off. Complete the procedure in this topic to set this pause
behavior.
To set the pause behavior for Task UI
3. Select the check box for the Prompt to Pause When a User Interrupts a Task field.


You can set synchronization preferences from the DB Synchronization view of the User
Preferences screen. These preferences include enabling auto synchronization, setting
its frequency, and setting up auto synchronization reminders. For information about
setting up synchronization preferences, see Siebel Remote and Replication Manager
Administration Guide.
About Availability Fields in the Profile View

The following fields in the Availability section of the Profile view of the User
Preferences screen are only informational and have no associated logic: Current Status,
Until, and Next Status.

14
Using Keyboard Shortcuts
14
This chapter describes how to use keyboard shortcuts in the Siebel application. It
Keyboard Shortcuts
About Keyboard Shortcuts Tables
Application Management Keyboard Shortcuts
Online Help Keyboard Shortcuts
General Navigation Keyboard Shortcuts
Layout Management Keyboard Shortcuts
Record Management Keyboard Shortcuts
Record Navigation Keyboard Shortcuts
Query Management Keyboard Shortcuts
Field Management Keyboard Shortcuts
Calendar Control Keyboard Shortcuts
Calculator Control Keyboard Shortcuts
Communication Management Keyboard Shortcuts
Keyboard Shortcuts
Keyboard shortcuts allow you to use sequences of keystrokes as an alternative to the
mouse for executing commands and navigating through the Siebel application.
Typically these key sequences are combinations of CTRL, ALT, and SHIFT, along with
the standard keys on your keyboard.
Many of the default keyboard shortcuts provided by your browser are also available
for use in Siebel applications. For example, you can navigate sequentially through
fields within the Siebel application views using TAB.
A full set of keyboard shortcuts is included in Siebel applications, but administrators
can change these keyboard shortcuts in Siebel Tools. For information about the
keyboard shortcuts available to you, contact your Siebel administrator.
About Keyboard Shortcuts Tables

The keyboard shortcuts in This chapter are organized in category tables according to
the actions they perform. The context column indicates where in the Siebel application
Using Keyboard Shortcuts 14-1

you perform each action because keyboard shortcuts are based on Siebel application
context, or focus rules. If a command is not available in the Siebel application, then the
keyboard shortcut is not active.
Some keyboard shortcuts described in the tables in this topic do not execute the
designated action in all browsers. Also, if a keyboard shortcut for an action in a table is
the same keyboard shortcut for a different action in your browser, then the resulting
action might be the action for your browser.
Note: The keyboard shortcuts described in this topic are included in

the Siebel application. If your Siebel administrator changes the
configuration of these keyboard shortcuts, then your keyboard
shortcuts might be different. Because of the browser that you use, it
might be necessary to change the default keyboard shortcuts in your
browser preferences or in your Siebel Business Applications. If you
encounter difficulties using your keyboard shortcuts, then contact
your Siebel administrator.

Table 141 lists the keyboard shortcuts you can use to perform general activities in the
Siebel application.
Table 141 Application Management Keyboard Shortcuts

Action Keyboard Shortcut Context
Synchronize the database. CTRL+ALT+5 Applicatio
n
SHIFT+F5
Update the audit cache. CTRL+ALT+X Applicatio
n
Connect as new mobile user. CTRL+SHIFT+W Applicatio
n
Log out. CTRL+SHIFT+X Applicatio
n
Online Help Keyboard Shortcuts

Table 142 lists the keyboard shortcuts you can use to access options available on the
application-level Help menu.
Table 142 Online Help Keyboard Shortcuts

Display the online help. CTRL+ALT+H Screen
CTRL+H
Display information about a record. CTRL+ALT+K Record
Display technical support information, CTRL+ALT+J Applicatio
including system information. n
General Navigation Keyboard Shortcuts

Table 143 lists the keyboard shortcuts you can use to navigate in the Siebel
application.

Table 143 General Navigation Keyboard Shortcuts

Go to the Site Map. CTRL+SHIFT+A Applicatio
n
Go to the application-level menu. CTRL+ALT+M Applicatio
n
Go back. ALT+LEFT ARROW Applicatio
n
Go forward. ALT+RIGHT ARROW Applicatio
n
Go to the screen tabs. CTRL+SHIFT+T Applicatio
n
Go to the view tabs. CTRL+ALT+T Applicatio
n
Go to the subtabs. CTRL+ALT+V Applicatio
n
Open the cogwheel icon window on a list or CTRL+SHIFT+M List, form
form.
CTRL+SHIFT+G
Go to the next list or form. CTRL+SHIFT+] Applicatio
n
CTRL+ALT+]
Go to the previous list or form. CTRL+SHIFT+[ Applicatio
n
CTRL+ALT+[
Open the Tasks pane. CTRL+SHIFT+Y Applicatio
n
Go to the Computer Telephony Integration SHIFT+F2 Applicatio
(CTI) toolbar. n
Go to a tree applet. CTRL+SHIFT+4 Applicatio
n
Go to the previous tree applet node. UP ARROW Applicatio
n
Go to the next tree applet node. DOWN ARROW Applicatio
n
Go to the field for the visibility filter. CTRL+SHIFT+V Applicatio
n

Table 144 lists the keyboard shortcuts you can use to change the appearance of lists in
the Siebel application.
Table 144 Layout Management Keyboard Shortcuts

Sort a single column. ENTER List
column
header
Open a dialog box to perform advanced CTRL+SHIFT+O List
sorting.

Table 144 (Cont.) Layout Management Keyboard Shortcuts

Open a dialog box to select the displayed CTRL+SHIFT+K List
columns.
CTRL+SHIFT+B

Table 145 lists the keyboard shortcuts you can use when performing record
management tasks.
Table 145 Record Management Keyboard Shortcuts

Create a new record. CTRL+ALT+N List, form
CTRL+N
Create a new record using a Quick Fill CTRL+K Form
template.
Create a new record using the last used Quick CTRL+J Form
Fill template.
Apply a Quick Fill template to a record. CTRL+Q Form
Copy a record. CTRL+ALT+C Record
CTRL+B
Save a record. CTRL+SHIFT+S List, form
CTRL+S
Delete a record. CTRL+ALT+D Record
CTRL+D
Undo a record. CTRL+ALT+U Record
CTRL+U
ESC
Select all records. CTRL+ALT+A List
(The preceding shortcut applies
when each record appears with a
check box.)
CTRL+A
Record Navigation Keyboard Shortcuts

Table 146 lists the keyboard shortcuts you can use to navigate to records in the Siebel
application.
Table 146 Record Navigation Keyboard Shortcuts

Go to the previous record. CTRL+SHIFT+, (comma) List, form
CTRL+UP ARROW
ALT+, (comma)

Table 146 (Cont.) Record Navigation Keyboard Shortcuts

Go to the next record. CTRL+SHIFT+. (period) List, form
CTRL+DOWN ARROW
ALT+. (period)
Go to the previous record set. CTRL+ALT+, (comma) List
Go to the next record set. CTRL+ALT+. (period) List
Go to the first record set. CTRL+ALT+F List, form
ALT+F
Go to the last record set. CTRL+ALT+L List, form
ALT+L
Query Management Keyboard Shortcuts

Table 147 lists the keyboard shortcuts you can use to work with queries.
Table 147 Query Management Keyboard Shortcuts

Create a new query. CTRL+ALT+Q List, form
ALT+Q
Run a query. CTRL+ALT+ENTER List, form
ALT+ENTER
CTRL+ENTER
Refine a query. CTRL+ALT+R List, form
ALT+R
ALT+G
Save a query with different name. CTRL+ALT+S List, form
ALT+S
Open a dialog box for the query assistant. CTRL+SHIFT+Z List, form
Cancel a query. CTRL+SHIFT+9 List, form

Table 148 lists the keyboard shortcuts you can use when performing field
management tasks.
Table 148 Field Management Keyboard Shortcuts

Open a selection dialog box for a field. CTRL+ALT+P Field
Open the calendar control for a field. F2
Open the calculator control for a field.
Close a selection dialog box for a field. CTRL+ALT+O Field

Table 148 (Cont.) Field Management Keyboard Shortcuts

Open a drop-down list for a field. CTRL+ALT+P Field
F2
DOWN ARROW
Drill down on a field. CTRL+SHIFT+SPACE Field

Table 149 lists the keyboard shortcuts you can use to work with the calendar control.
Table 149 Calendar Control Keyboard Shortcuts

Go to widgets (interface elements) within the TAB Calendar
calendar control. control
TAB+SHIFT
Go to the previous day. LEFT ARROW Calendar
control
Go to the next day. RIGHT ARROW Calendar
control
Go to the same week day in the previous UP ARROW Calendar
week. control
Go to the same week day in the next week. DOWN ARROW Calendar
control
Go the first date in the displayed month. HOME Calendar
control
Go to the last date in the displayed month. END Calendar
control
Go to the same date in the previous month. PAGE UP Calendar
control
Go to the same date in the next month. PAGE DOWN Calendar
control
Go to the same date in the previous year. ALT+PAGE UP Calendar
control
Go to the same date in the next year. ALT+PAGE DOWN Calendar
control
Enter the selected date in the date field. ENTER Calendar
control
Close the calendar control without saving ESC Calendar
data. control
Calculator Control Keyboard Shortcuts

Table 1410 lists the keyboard shortcuts you can use to work with the calculator
control.

Table 1410 Calculator Control Keyboard Shortcuts

Click the BS (Backspace) button. BACKSPACE Calculator
control
Click the CE (Clear Entry) button. HOME Calculator
control
Click the CA (Clear All) button. END Calculator
control
Click the Use button. ENTER Calculator
control
Click the Erase button. DELETE Calculator
control
Close the calculator control without saving ESC Calculator
data. control

Table 1411 lists the keyboard shortcuts you can use to share information with others.
Table 1411 Communication Management Keyboard Shortcuts

Go to the Correspondence screen to send a CTRL+SHIFT+L Record
letter.
CTRL+L
Open a dialog box to send an email. CTRL+ALT+1 Record
F9
Open a dialog box to send a fax. CTRL+ALT+2 Record
CTRL+F9
Open a dialog box to send a page. CTRL+ALT+3 Record
SHIFT+F9
Open a dialog box to send an outbound CTRL+ALT+4 Record
wireless message.
ALT+F9


A
Accessibility for Siebel Business Applications
A
This appendix provides information about accessibility for Siebel Business

Applications. It includes the following topics:
About Section 508 Accessibility
About Web Content Accessibility Guidelines
About the Voluntary Product Accessibility Template
About Screen Readers
About Utilities for Visually Impaired Users
About Utilities for Physically Disabled Users
About Keyboard Navigation in Accessible Rich Internet Applications
About Section 508 Accessibility

In 1998, the United States Congress amended the Rehabilitation Act to require federal
agencies to make their electronic and information technology accessible to people with
disabilities. Inaccessible technology interferes with ability of these individuals to
obtain and use information quickly and easily. Section 508 was enacted in the U.S. to
eliminate barriers in information technology, to make available new opportunities for
people with disabilities, and to encourage development of technologies that help
achieve these goals. The Access Board, a U.S. government agency, developed
accessibility standards for the various technologies that the law covers. These
standards are folded into the procurement regulations for the federal government.
The law applies to all U.S. government agencies that develop, procure, maintain, or
use electronic and information technology. Under Section 508, agencies must give
disabled employees and members of the public access to information that is
comparable to the access available to others.
Note: Section 508 undergoes review to address recent internet

technology developments. You can review the laws and regulations to
further your understanding about Section 508 and how you can
support implementation.
For more information about Section 508, visit the Section 508 Web site at:
http://www.section508.gov/
For more information about the Access Board, visit the United States Access Board
Web site at:
Accessibility for Siebel Business Applications A-1

http://www.access-board.gov/
For information about Oracles Accessibility Program, visit Oracles Accessibility
Program Web site at:
http://www.oracle.com/accessibility

The Web Content Accessibility Guidelines (WCAG) explain how to make Web content
accessible to people with disabilities. Web content generally refers to the information
in a Web page or Web application, including text, images, forms, and sounds. WCAG
are part of a series of accessibility guidelines, including the Authoring Tool
Accessibility Guidelines (ATAG) and the User Agent Accessibility Guidelines (UAAG).
The Web Content Accessibility Guidelines Working Group (WCAGWG) developed
WCAG technical documents. The WCAGWC is part of the Web Accessibility Initiative
(WAI) for the World Wide Web Consortium (W3C).
Version 2.0 of the WCAG was approved in December of 2008. This version is stable,
and it is the recommended version to use for reference. Version 2.0 of the WCAG is
developed to do the following:
To apply broadly to different technologies now and in the future
To be easier to use and understand
To be more precise when testing with automated testing tools and human
evaluation
For information about Version 2.0 of WCAG, visit the Web Accessibility Initiative Web
site at:
http://www.w3.org/WAI/
About the Voluntary Product Accessibility Template

The accessibility status of each Oracle product is reported in a Voluntary Product
Accessibility Template (VPAT). The VPAT was created by a partnership of the
Information Technology Industry Council (ITIC) and the U.S. General Services
Administration (USGSA) to create a simple document that U.S. government
contracting and procurement officials can use to evaluate a product with respect to the
provisions in Section 508. The Siebel Open UI client has a VPAT. Administrators do not
need to configure the Siebel Open UI client in order for people with disabilities to use
the client.
Because products are on different release cycles, or because Oracle might have recently
acquired products, not all Oracle products meet all of the guidelines.
For more information about VPAT, visit Oracles Accessibility Program Web site at:
http://www.oracle.com/accessibility
About Screen Readers

The Siebel Open UI client supports screen readers that work in browser-based
applications. Screen readers provide an audible description of the field contents as you
navigate through the user interface. It is recommended that you use screen readers
that comply with Accessible Rich Internet Applications (ARIA).
A-2 Siebel CRM Fundamentals for Siebel Open UI

The Siebel Open UI client supports screen readers that are browser-compatible because
it is a standards-based Web application. Some browsers interpret Accessible Rich
Internet Applications (ARIA) and Version 2.0 of Web Content Accessibility Guidelines
(WCAG) better than other browsers. Use the appropriate browser for your Siebel
implementation. Consult with the vendor for your screen reader to use it with a Siebel
application.
If you use a screen reader, then you hear the levels of the view bar region that denote
user interface areas. This guide does not refer to the levels of the view bar region
because the user interface that sighted users work with does not refer to these levels.
Table A1 shows the level of the view bar region that corresponds to each user
interface area that sighted users work with.
Table A1 Levels of View Bar Region for User Interface Areas

User Interface Area Level of View Bar Region
Screen tabs First level
Link bar for a screen tab Second level
View tabs Third level
Link bar for a view tab Fourth level
About Utilities for Visually Impaired Users

In the Siebel Open UI client, people with visual impairment can use screen
magnification utilities to enlarge selected text and other on-screen elements for easier
viewing. Several operating systems supply magnification utilities. Also, you can
purchase these utilities from third-party vendors. The Siebel Open UI client supports
magnification utilities that work in browser-based applications.
In the Siebel Open UI client, people with visual impairment can use zoom features and
high-contrast options for browsers to facilitate viewing.
About Utilities for Physically Disabled Users

In the Siebel Open UI client, people with physical disabilities can use utilities, such as
soft keyboards, voice control, and StickyKeys, to work with data. The keyboard-usage
model for the Siebel Open UI client recognizes these utilities. For more information
about using these utilities in browser-based applications, consult the vendor for the
utility or the vendor for the operating system.

The Siebel Open UI client supports Accessible Rich Internet Applications (ARIA).
ARIA define a way to make Web content and Web applications more accessible for
people with disabilities and easier to use for all users. ARIA especially help in
navigating within dynamic content and in using advanced user interface controls
developed with Ajax, HTML, JavaScript, and related technologies.
ARIA include a collection of common, semantic landmarks that apply to each
navigable region in a Siebel application. These landmarks allow a person with
disabilities to use an assistive-technology product, such a screen reader, to navigate in
a Siebel application. Landmarks provide a consistent navigation experience in which a
pointing device, such as a mouse, is unnecessary.
Accessibility for Siebel Business Applications A-3

Examples of landmarks include: the application-level menu, the application toolbar,

screen tabs, view tabs, lists, visibility filters, and forms. If you use a JAWS screen
reader, you can press CTRL + INSERT+; (semicolon) to display a dialog box that
describes the landmarks. For more information about using the keyboard to navigate
in Oracles Siebel Business Applications, see "About Keyboard Navigation" on
page 3-3.
For information about ARIA, visit the Web Accessibility Initiative Web site at:
http://www.w3.org/WAI/
A-4 Siebel CRM Fundamentals for Siebel Open UI

Index
A subviews in, 3-14

view tabs in, 3-13
About Record feature
application-level menu
about, 6-9
about, 3-4
and merging records, 6-10
using to create records, 6-2
Accessible Rich Internet Applications, about keyboard
using to delete records, 6-6
navigation in, A-3
Apply Target List button, described, 3-4
Action Pane, about, 3-5
attachments
activities
adding files to records, 6-13
about defaults for, 11-5
adding URLs to records, 6-15
about defaults for recurring, 11-5
about viewing, 11-4
adding contacts to, 11-14 B
adding employees to, 11-14 bookmarks, adding to email or documents, 10-5
adding in the To Do list, 11-11 branding area, about, 3-4
adding participants to, 11-14 browser
adding to calendar, 11-9 using features for, 2-3
changing, 11-12
changing recurring to nonrecurring, 11-10
clearing Alarm check box in, 11-6 C
creating recurring in calendar, 11-10 calculator
deleting from calendar, 11-9 about, 4-5
deleting recurring in calendar, 11-11 button for, 4-4
reassigning, 11-17 calculator control, keyboard shortcuts for, 14-6
removing employees and contacts from, 11-15 calendar
removing participants from, 11-15 about, 11-2
rescheduling by changing date fields, 11-13 adding activities in the To Do list, 11-11
rescheduling by stretching, 11-13 adding activities to, 11-9
rescheduling by using drag-and-drop, 11-13 changing length of day for, 13-13
saving recurring, 11-12 changing recurring activities in, 11-10
selecting Repeat Frequency field value in, 11-6 changing the time zone in, 11-17
Start field and End field in, 11-6 creating recurring activities in, 11-10
viewing in Daily, Weekly, and Monthly customizing aspects of, 13-13
format, 11-8 deleting activities from, 11-9
advanced sorting, performing in lists, 6-17 deleting recurring activities in, 11-11
application management, keyboard shortcuts formats in, 11-3
for, 14-2 granting others access to, 11-18
application toolbar saving recurring activities in, 11-12
See toolbar, 3-4 setting up another users calendar as your
application window default, 13-15
about elements of, 3-2 setting up default activity duration in, 13-14
application toolbar for, 3-4 setting up default formats for, 13-14
application-level menu in, 3-4 viewing activities in, 11-8
branding area in, 3-4 viewing calendars of others, 11-18
screen tabs in, 3-5 viewing To Do list in, 11-2
Site Map for, 3-5 views for, 11-4
Index-1
calendar control drilling down and across, described, 6-9
about, 4-6 drop-down lists, about using, 4-4
calendar select button for, 4-6 duplicate records, merging, 6-12
keyboard shortcuts for, 14-6
calendar select button
E
about using, 4-4
calendar control and, 4-4 Edit Layout form, buttons for, 12-1
case and accent insensitive queries, 7-2 email
charts, about, 3-11 adding URLs to, 10-5
check boxes, about, 4-3 automatically spell checking outgoing, 13-8
cogwheel icon keyboard shortcuts for, 14-7
using to attach files to records, 6-13 Send Email command for, 10-2
using to attach URLs to records, 6-15 sending, 10-2
using to create records, 6-2 setting outbound communications preferences
using to delete records, 6-6 for, 13-6
columns setting up meeting prompts using, 13-14
locking, 6-19 viewing list of all attached items in, 10-2
organizing in lists, 6-16 employees
resizing, 6-20 adding to activities, 11-14
sorting data in, 6-17 and deleting activities from the calendar, 11-9
Columns Displayed dialog box, about buttons removing from activities, 11-15
in, 6-16 Explorer views, about, 3-10
communication management, keyboard shortcuts
for, 14-7 F
compound query operators, 7-9
contacts faxes
adding to activities, 11-14 keyboard shortcuts for, 14-7
removing from activities, 11-15 Send Fax command for, 10-2
count of records, displaying, 6-9 field controls
currency calculator, about, 4-5 about, 4-3
buttons for, 4-4
check boxes and, 4-3
D currency calculator and, 4-5
Daily format drop-down lists and, 4-4
about, 11-3 option buttons and, 4-4
adding activities to, 11-9 text fields and, 4-2
rescheduling activities by stretching, 11-13 field hyperlinks in records, using, 6-9
rescheduling activities by using field management, keyboard shortcuts for, 14-5
drag-and-drop, 11-13 fields
setting up for calendar, 13-14 about, 4-2
viewing activities in, 11-8 spell checking in records, 6-13
data access, about, 2-3 files
data, displaying attaching to records, 6-13
about record navigation buttons for, 3-16 exporting to an external file, 10-7
charts for, 3-11 importing into the Siebel application, 10-6
Explorer views for, 3-10 forms
forms for, 3-16 about editing, 3-16
lists for, 3-14 common buttons in, 3-16, 7-2
data, exporting to an external file, 10-7 long and short, 3-16
data, importing into the Siebel application, 10-6
data, synchronizing G
about and example, 9-1
illustration of, 9-1 Gantt chart, in Participant Availability
initiating, 9-1 subview, 11-6
with Personal Information Manager (PIM) group calendars, about using, 11-7
server, 9-2
default queries, about using, 7-7 H
Demo application, about, 2-2
home page
documents, adding URLs to, 10-5
about, 2-2
drag-and-drop, using to attach files to records, 6-13
about for screens, 3-6
Index-2
edit layout controls for, 12-1 M
editing layout of, 12-1
setting as startup view, 13-2 meetings, setting up email prompts for, 13-14
setting up default queries for, 13-7 Monthly format
setting up view links for, 13-10 about, 11-3
How Do I button, described, 3-4 adding activities to, 11-9
HTML editor setting up for calendar, 13-14
toolbar buttons in, 10-5 viewing activities in, 11-8
using, 10-5 multiple selection dialog box, using to associate
records, 5-3
multi-value group fields, exporting records that
I include, 10-7
Inbox, using, 10-1
N
K navigation
keyboard navigation keyboard shortcuts for, 14-2
about, 3-3 using Site Map for, 3-5
in Accessible Rich Internet Applications, A-3 New File button, using to attach files to records, 6-13
keyboard shortcuts New URL button, using to attach URLs to
about, 14-1 records, 6-15
application management and, 14-2 notes, adding to records, 6-11
calculator control and, 14-6 Notification icon
calendar control and, 14-6 about, 3-19
communication management and, 14-7 customizing, 13-9
field management and, 14-5 notification panes
general navigation and, 14-2 about, 3-19
layout management and, 14-3 customizing, 13-9
online help and, 14-2 notifications
query management and, 14-5 about, 3-18
record management and, 14-4 about colors for, 3-19
record navigation and, 14-4 customizing aspects of, 13-9
tables of, 14-1
O
L online help, keyboard shortcuts for, 14-2
layout management, keyboard shortcuts for, 14-3 operators
left-hand navigation, setting, 13-3 compound query, 7-9
link bars simple query, 7-7
about for screens, 3-7 option buttons, about, 4-4
hidden views for, 3-7 Owner field, about using to reassign activities, 11-17
lists
about, 3-14 P
about expanding and collapsing, 3-15
Participant Availability subview
common buttons in, 3-16
about using, 11-6
finding records in, 7-4
setting up default participant chart display
horizontal scrolling in, 3-15
in, 13-15
locking columns in, 6-19
participants
organizing columns in, 6-16
adding to activities, 11-14
performing advanced sorting for, 6-17
removing from activities, 11-15
resizing columns in, 6-20
setting up default chart display for, 13-15
show less button in, 3-15
setting up email prompts for, 13-14
show more button in, 3-15
PDQ
sorting columns in, 6-17
See predefined queries, 7-2
using visibility filter in, 3-13
Personal Information Manager (PIM) server, about
vertical scrolling in, 3-15
using to synchronize, 9-2
logging in
physically disabled users, about utilities for, A-3
about data access and responsibilities for, 2-3
Plus (+) button
to Siebel application, 2-1
using to create records, 6-2
long forms, about, 3-16
predefined mapping, about using to import
Index-3
data, 10-6 attaching URLs to, 6-15
predefined queries canceling changes to, 6-6
about, 7-2 changing multiple, 6-5
modifying, 7-10 copying, 6-4
primary employee, and deleting activities from the creating, 6-2
calendar, 11-9 creating shortcuts to, 10-6
deleting, 6-6
editing, 6-4
Q
entering characters to find, 5-5
queries finding in lists, 7-4
about, 7-1 finding in selection dialog box, 5-5
about predefined, 7-2 finding information about, 6-9
about user-defined, 7-3 flagging, 6-11
about using default, 7-7 identifying new, 6-11
canceling long running, 7-5 merging duplicate, 6-12
compound operators for, 7-9 printing, 6-8
creating, 7-3 querying for in selection dialog box, 5-5
deleting, 7-4 saving, 6-6
drop-down list for saved, 3-20, 7-3 spell checking fields in, 6-13
executing, 7-3 using field hyperlinks in, 6-9
limiting report data by using, 10-1 using quick fill to create, 6-3
modifying predefined, 7-10 Repeat Until field, default values for, 11-5
refining, 7-4 reports
saving, 7-3 accessing and running, 10-1
saving using another name, 7-10 button for, 3-5
setting up default, 13-7 role of queries in, 10-1
simple operators for, 7-7 resizing indicator, about, 4-2
tips for creating and executing, 7-10 Resource Scheduler, about, 3-8
use of blank spaces in, 7-10 responsibilities, about, 2-3
viewing results list for, 7-10
viewing saved, 13-8
query
S
common buttons in, 7-2 Sample database, about, 2-2
Query Assistant, using, 7-5 Save All button, about using, 11-12
query management, keyboard shortcuts for, 14-5 Save Target List button, described, 3-4
quick fill Save This One button, about using, 11-12
deactivating templates for, 13-15 Saved Queries, about field, 3-20
deleting templates for, 13-15 screen readers, about, A-2
reactivating templates for, 13-15 screens
renaming templates for, 13-15 about, 3-5
using to create records, 6-3 about home pages for, 3-6
quick print about tabs for, 3-5
button for, 3-4 changing order of screen tab appearance, 13-11
setting options for, 13-5 hidden tabs for, 3-5
using, 6-8 setting up default view for, 13-11
showing or hiding tabs for, 13-11
scroll speeds, setting, 13-4
R
Section 508, about, A-1
radio buttons, about, 4-4 select buttons
record count, displaying, 6-9 about, 5-1
record management, keyboard shortcuts for, 14-4 about using, 4-4
record navigation, keyboard shortcuts for, 14-4 selection dialog boxes
records finding specific records in, 5-5
about, 4-1 launching, 5-1
adding notes to, 6-11 multiple, 5-1
associating using multiple selection dialog querying for records in, 5-5
box, 5-3 single, 5-1
associating using single selection dialog box, 5-2 using multiple to associate records, 5-3
associating with other records, 6-7 using single to associate records, 5-2
attaching files to, 6-13 Send Email command, 10-2
Index-4
Send Fax command, 10-2 transition effects, setting, 13-3
Send Page command, 10-2 trash can icon
Send Wireless Message command, 10-2 using to delete records, 6-6
short forms, about, 3-16
shortcuts, creating to Siebel records, 10-6
U
show less button, 3-15
show more button, 3-15 Undo Record, using, 6-6
Siebel application URLs
logging in to, 2-1 adding to email or documents, 10-5
logging out of, 2-4 attaching to records, 6-15
Siebel bookmarks, adding to email or user interface elements, setting the color for, 13-4
documents, 10-5 user preferences
simple query operators, 7-7 about, 13-1
single selection dialog box, using to associate about availability fields in Profile view of, 13-18
records, 5-2 about setting up synchronization
Site Map preferences, 13-18
about, 3-5 changing default spell check options, 13-8
button for, 3-4 changing length of calendar day, 13-13
using to navigate, 3-5 changing order of screen tab appearance, 13-11
spell check changing order of view tab appearance, 13-11
automatically checking outgoing messages customizing aspects of notifications, 13-9
using, 13-8 setting a default time zone, 13-2
performing, 6-13 setting a startup view, 13-2
setting defaults for, 13-8 setting left-hand navigation, 13-3
star icon setting outbound communications preferences for
in required fields, 4-2 email, 13-6
in required form fields, 3-16 setting pause behavior for Task UI, 13-17
using to identify new records, 6-11 setting quick print options, 13-5
startup view, setting, 13-2 setting the color for user interface elements, 13-4
Strict Date Format system preference, 4-6 setting up another users calendar as your
subviews, about, 3-12, 3-14 default, 13-15
synchronizing data setting up default calendar activity
about and example, 9-1 duration, 13-14
about setting up user preferences for, 13-18 setting up default calendar formats, 13-14
illustration of, 9-1 setting up default participant chart display, 13-15
initiating, 9-1 setting up default queries, 13-7
with Personal Information Manager (PIM) setting up default view for screen, 13-11
server, 9-2 setting up email prompts for meetings, 13-14
setting up view links for home pages, 13-10
showing or hiding screen tabs, 13-11
T showing or hiding view tabs, 13-11
Task UI user-defined queries, about, 7-3
about, 8-1
navigational buttons for, 8-2
V
setting pause behavior for, 13-17
using, 8-2 View List, about, 3-7
tasks, button for, 3-4 views
telephone number, querying for, 7-7 about, 3-12
templates, quick fill, 6-3 about for calendar, 11-4
text fields, about, 4-2 about tabs for, 3-13
themes, setting, 13-3 changing order of view tab appearance, 13-11
thread bar hidden tabs for, 3-13
and drilling across, 6-9 showing or hiding tabs for, 13-11
time zone visibility filter, using in lists, 3-13
changing in calendar, 11-17 visibility, about, 2-3
To Do list visually impaired users, about utilities for, A-3
adding activities, 11-11 Voluntary Product Accessibility Template,
marking activities complete in, 11-12 about, A-2
viewing in calendar, 11-2
toolbar, about for application, 3-4
Index-5
W
Web Content Accessibility Guidelines, about, A-2
Weekly format
about, 11-3
adding activities to, 11-9
rescheduling activities by stretching, 11-13
rescheduling activities by using
drag-and-drop, 11-13
setting up for calendar, 13-14
viewing activities in, 11-8
wireless devices, sending message to, 10-2
Index-6

Fund Oui

Uploaded by

Copyright:

Available Formats

Fund Oui

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Fund Oui

Uploaded by

Copyright:

Available Formats

Siebel CRM

Fundamentals for Siebel Open UI

Preface ............................................................................................................................................................... xiii

1 Whats New in This Release

2 Getting Started with the Siebel Application

3 About the User Interface

4 About Records, Fields, and Field Controls

5 Using Selection Dialog Boxes

11 Using the Calendar

12 Customizing Home Pages

13 Setting User Preferences

14 Using Keyboard Shortcuts

A Accessibility for Siebel Business Applications

Access to Oracle Support

This chapter describes new product features.

Note: Siebel Innovation Pack 2015 is a continuation of the Siebel

Whats New in This Release 1-1

Note: Siebel Innovation Pack 2014 is a continuation of the Siebel

1-2 Siebel CRM Fundamentals for Siebel Open UI

Whats New in This Release 1-3

1-4 Siebel CRM Fundamentals for Siebel Open UI

Logging In to the Siebel Application

Figure 21 Example of the Login Screen

To log in to the Siebel application

Getting Started with the Siebel Application 2-1

Note: The language of the application screens is controlled by

2. Enter your user ID and password.

Note: If the setting zone in your browser is set to medium or higher,

About the Demo Application

About the Home Page

2-2 Siebel CRM Fundamentals for Siebel Open UI

The information on your home page is determined by your organization. However,

About Access and Responsibilities in the Siebel Application

Using Browser Features

Getting Started with the Siebel Application 2-3

Logging Out of the Siebel Application

Note: Do not close the browser window to exit the Siebel

2-4 Siebel CRM Fundamentals for Siebel Open UI

About the User Interface 3-1

About Elements of Siebel Application Window

Figure 31 Example of the Siebel Application Window

About the Simplified User Interface

3-2 Siebel CRM Fundamentals for Siebel Open UI

Figure 32 Example of the Simplified UI

About Keyboard Navigation

About the User Interface 3-3

About the Side Menu

About the Branding Area

About the Application-Level Menu

About the Application Toolbar

Table 31 Application Toolbar Controls

Save Target List Creates a target list. Siebel Applications

How Do I button Accesses iHelp, which provides "About iHelp" on

Tasks button Activates a Task UI wizard to guide Chapter 8, "Using Task

3-4 Siebel CRM Fundamentals for Siebel Open UI

Table 31 (Cont.) Application Toolbar Controls

About the Site Map

Using the Site Map

About the Action Pane

About the User Interface 3-5