This table describes some of the fields that appear.
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Field
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Description
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Company Key Information
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Company Sign-in ID
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A unique identifier for your company. When creating new users this is the first portion of the User Sign In Id (Company Sign In ID/User ID) for the user.
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Primary Contact
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Defaults to ADMIN or the alias of the first user from your company who signs in, but can be changed to any user. Product update and other important information is sent to the primary contact.
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Company Settings
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Default Language
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The language used as the default for your users. You can activate additional languages so that users can change the setting for their own use. For information on how to add languages, see Activating Languages.
To update this field, contact Customer Care.
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Default Locale
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The regional settings used as a default for your users. Users can change the setting for their own use at any time from the User Profile page. These settings determine the formatting for dates, time, currency, numbers, and phone numbers.
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Default Currency
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The currency used as a default for your users. You can activate additional currencies so that users can change the setting for their own use (see Managing Currencies). However, the currency set here determines the default currency used for forecasts, which are company-wide.
To update this field, contact Customer Care.
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Default Time Zone
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Default time zone for your company.
Some functions, such as forecast generation, use the time zone of the hosting facility instead of this default time zone. Contact Customer Care to find out this time zone. Users in other regions can choose to use their local time zone, which is set on the User Profile page
To update this field, contact Customer Care.
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Global Search Method
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Select which search method you want to make available to your users in the Search box in the action bar:
- Targeted Search. Searches certain fields to find matches, which the system displays in the Search box. This is the default setting provided with the application.
When a user enters values in several fields, it acts as an "and" condition. The system displays the records with fields that match the beginning values of all words within the text box. If wild cards are used, the application does a substring match.
- Keyword Search. Searches records on the default fields specific to each record type. This allows the user to type in anything within the single text box with each word containing wild cards. This search may impact performance.
When a user enters a value in the single box, it acts as an "or" condition. The system displays the records with a matching value in any of the default search fields.
For more information, see Finding Records.
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Fiscal Year Begins
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This field is initially set when your company is created and cannot be changed by the company administrator.
This setting affects reports that measure revenue against your fiscal year.
To update this field, contact Customer Care.
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Product Probability Averaging Enabled
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Determines how the opportunity probability is updated when the user clicks the Update Opportunity Totals button:
- If selected, the opportunity probability is calculated based on the weighted average of probability for each of the linked products:
Opportunity Probability = SUM(Product Expected Revenue)/SUM(Product Revenue)
- If not selected, the probability is not updated as part of the action.
NOTE: The Update Opportunity Totals button is located on the Opportunity Detail page, in the title bar in the Products related information section.
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Inline Edit Enabled
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Enables or disables the inline editing feature.
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Max # of Auditable Fields
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Maximum number of auditable fields, which is shown as a read-only field.
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Company Theme Setting
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Theme Name
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You set up the default theme by clicking the Theme Name drop-down list and then selecting the theme that you want. The theme name determines the look-and-feel of the application.
NOTE: The default theme for new users is contemporary and the default theme for existing users is classic. Users can override this default in the Personal Profile. Your choice of theme has no effect on how the application behaves. Contact Customer Care if you want to suggest other themes or if you want to submit your own themes to use in the application.
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Company Data Visibility Settings
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Company Data Visibility Settings
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Select this option to allow managers to see the records of the users that report to them. A user's manager is determined by the Reports To field on the User Detail page.
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Default Group Assignment
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Select this option to allow group members to share ownership of tasks, accounts, contacts, and opportunities. For more information, see Setting Up Groups.
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Display Look In Selector
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Enables or disables the look in selector which is used to narrow searches on records to particular books.
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Integration Settings
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Allow Bulk Data Load
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Allows a Customer Care agent or an Oracle consultant for your Siebel CRM to import large amounts of data for your company. Only a company administrator can select this option.
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Allow Bulk Data Load Expiry Date
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Sets an expiration date for allowing a Customer Care agent or an Oracle consultant for your Siebel CRM to import large amounts of data for your company. Only a company administrator can set this option.
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Workflow Enabled
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If your company has been set up to allow workflow, this setting is displayed. This setting can be activated once you have created the workflow conditions you want to deploy.
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Company Security Settings
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Company Idle Timeout (minutes)
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Time allowed before the user's session ends due to inactivity. The maximum timeout is set by the hosting partner, and only Customer Care can set the timeout value. You can see the current setting at the top of the page when you edit the Company Profile.
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Authentication Type
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Displays which authentication types are allowed for your company. This value can only be assigned by Customer Care. The following values are possible:
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External Identifier for Single Sign-On
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Unique company identifier assigned by Customer Care when Single Sign-On is configured for the company. This value cannot be changed by the company administrator, although External Identifiers may be set for each user on the User Profile page.
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Sign In Page for UserID/Pwd Authentications
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URL to a company-specific custom Sign In page, which replaces the default Siebel CRM On Demand Sign In page. Typically, the page is hosted on a company Web server. The URL must be fully qualified - (the URL must begin with http:// or https://).
This page is displayed after a user signs out or the user's session ends because of inactivity. It is the company's responsibility to direct their users to initially sign in using this page rather than the default CRM On Demand page.
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Sign In Page for SSO Authentications
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URL to a company-specific custom Sign In page that is displayed after a user signs out or the user's session ends due to inactivity, if the user originally signed into CRM On Demand using Single Sign-On. Typically, the page is hosted on a company Web server - for example the company's Single Sign-On portal. The URL must be fully qualified (begin with http:// or https://).
It is the company's responsibility to direct users to initially sign in using their SSO Sign In page, rather than the default CRM On Demand page. If a user who has signed in using SSO signs out and this setting is blank, a generic page is displayed with the message "You have been signed out."
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ITS URL for SSO Authentications
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SAML Intersite Transfer Service URL that is used for Single Sign-On to Siebel CRM On Demand, assigned by Customer Care when Single Sign-On is configured for the company. This value cannot be changed by the company administrator.
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IP Address Restrictions Enabled
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See Restricting Use to IP Addresses.
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Alternate PIM Sync Download URL
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This setting is rarely used. If your company is using a custom PIM Sync client or created the installation rather than the standard CRM On Demand PIM Sync client, set this value to the URL for your custom client download. The URL should be fully-qualified (it should begin with http://).
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Disable Access to PIM Sync Download Page
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Select this option to prevent users from downloading PIM Sync from within the product and to use the alternate download URL.
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Disable PIM Sync Extended Account Association
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When this option is selected, Siebel PIM Sync On Demand does an exact link of contacts with accounts in CRM On Demand.
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Disable PIM Sync Account Association
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Select this option to disable PIM Sync Account Matching. When the flag is set, the PIM's Company field is mapped to the PIM Company Name field on the On Demand Contact record, and standard account matching methods are bypassed.
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Analytics Visibility Setting
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Reporting Subject Areas
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Use this picklist to set your visibility to real-time report records in Siebel CRM On Demand Answers. These reports provide real-time analyses of data. You can select one of the following values:
Manager Visibility - Allows you to see your own data, plus data directly owned by your subordinates. (This is the default setting.)
Team Visibility - Allows you to see your own data, plus data shared with you by the Account and Opportunity Team.
If you do not define the Reporting Subject Areas setting, the company-wide setting that is set up by your company administrator applies. For more information on reports, see Reports and Dashboards, particularly the About Visibility to Records topic.
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Historical Subject Areas
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Use this picklist to set your visibility to analytics report records in Siebel CRM On Demand Answers. These reports have to do with historical or trend analyses, or contain more complex calculations than those found in real-time reports. You can select one of the following values:
Manager Visibility - Allows you to see your own data, plus data directly owned by your subordinates. (This is the default setting.)
Team Visibility - Allows you to see your own data, plus data shared with you by the Account and Opportunity Team.
Full Visibility - This setting combines Manager and Team Visibility.
If you do not define the Historical Subject Areas setting, the company-wide setting that is set up by your company administrator applies. For more information on reports, see Reports and Dashboards, particularly the About Visibility to Records topic.
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Additional Information
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Licensed Users, Active Users, Inactive Users
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These numbers are read-only, displaying your licensed number of users along with the current status of users.
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