Screen Home Pages
Click the screen tabs to access data specific to a functional area, such as Accounts, Opportunities, and Contacts.
Browser Controls
Use the browser back and forward buttons to navigate within the siebel application and other applications.
Navigate The User Interface(UI)
Click the different UI elements to navigate to differet data
Application Level Toolbar Menus
Access elements related to global functions.
Global Toolbar : iHelp and Reports
Access context-sensitive tasks and reports associated with the active screen
Global Tool Bar : Site Map
Accress a list of all Screens and views available to the user .
Screens
Represents groups of available views for a functional business area, such as accounts, contacts and functions and opportunities.
Views :
Show Detailed Presentation of data related to the selected screen and record
Click the screen tabs to access data specific to a functional area, such as Accounts, Opportunities, and Contacts.
Browser Controls
Use the browser back and forward buttons to navigate within the siebel application and other applications.
Navigate The User Interface(UI)
Click the different UI elements to navigate to differet data
Application Level Toolbar Menus
Access elements related to global functions.
Global Toolbar : iHelp and Reports
Access context-sensitive tasks and reports associated with the active screen
Global Tool Bar : Site Map
Accress a list of all Screens and views available to the user .
Screens
Represents groups of available views for a functional business area, such as accounts, contacts and functions and opportunities.
Views :
Show Detailed Presentation of data related to the selected screen and record
- A record is a collection of data organized into fields
List Applets and form applets
- List applets display record in rows
- Form applets display the fields of a single record.
Navigate List Applets And Form Applets :
Use Menu button or scroll bars and arrows
Detail View
Use Menu button or scroll bars and arrows
Detail View
- Accessed by drilling down on a record
List Columns :
- Fixed position in list columns
- Freeze columns by double-clicking column headers within list applets
- Enhances ability to work effectively with lists that contain many columns of data
- Drag and drop columns in and out of the frozen area
Parent List View
- Provide intial access to records and include a preview from instead of detail view tabs.
Drill down for More Information :
- Drill Down on a hyperlink to see more information
Control UI Presentation : Columns displayed
- Click the menu button,or right click and select columns displayed.
User Preferences
- Allow users to set individual Preferences for some application features
- Set time zone preferences
- set a startup view
- change default spell check options
- customize aspects of the calender.
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