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About the Interface

Siebel CRM On Demand is built around a Web page interface. If you are familiar with the Web, the look and feel of the user interface will be familiar to you. All pages in the application share the same basic interface framework.

Action Bar

The Action bar appears on the left side of your Web page. It contains these sections that help you perform your daily work quickly:

  • Search

    The Search section lets you find existing records. For example, you can perform a search to determine if a record exists before creating one, thereby reducing the duplication of records. For instructions on using the Search section, see Finding Records.

  • Call Center On Demand

    If your company uses Call Center On Demand, the call center application, your access point is located in the Action bar through the Communication Tools and Voice Controls sections.

  • Create

    The Create section contains a list of links for record types. When you click a link, a popup form opens that allows you to quickly add a new record. The form works independently of the main Web pages so you won't lose your place within the application. For instructions on using the Create section, see Creating Records.

  • Recently Viewed

    The Recently Viewed section lists the 10 most recently viewed, edited, or created records, including records from previous sessions. Drilling down to the Detail page for a record triggers that record's inclusion in the Recently Viewed section. The record name appears in the list as a hyperlink along with an icon corresponding to the type of record it is.

    This feature allows you to easily access your active records. If you delete a record, it is removed from the Recently Viewed list. If another user deletes a record, it remains in the Recently Viewed list, and if you select the hyperlink, a message is displayed informing you that the link no longer exists.

  • Favorite Records

    This section contains the records that you have marked as your favorite records. The record name appears in the list as a hyperlink along with an icon corresponding to the type of record it is. This feature allows you to quickly access the records that you use most often. When you click the Show Full List link, the Favorite Records page opens, and you can manage your favorite records.

  • Favorite Lists

    This section contains the records that you have marked as your favorite records. The list name appears in the list as a hyperlink along with an icon corresponding to the type of record. This feature allows you to quickly access the lists that you use most often. When you click the Show Full List link, the Favorite Lists page opens, and you can manage your favorite records.

The Action bar remains persistent when you move through the application, independently of the rest of the application. For example, in the middle of updating information in an account, you can create an opportunity in the Action bar. A form opens, you enter the required opportunity information in the form, and save the record. The new opportunity is saved to the database and you can continue updating the account information.

You can expand or collapse the sections in the Action bar as required. To collapse a section, click the - icon, and to expand the section, click the + icon.

You can change the layout of the Action bar through the My Setup global link. For more information, see Changing Your Action Bar Layout.

Tabs

Across the top of each page are tabs for the main types of records. Click on a tab to go to the Homepage for that record type. For example, if you click the Contacts tab, you go to the Contacts Homepage.

If you have more tabs than fit across your page (more than eight), an arrow appears next to the far right tab. Clicking on that arrow opens a drop-down list for you to select any tab available to you that is not currently visible.

To learn more about the tab layout, see Displaying Your Tabs.

Sections

Each page contains areas called sections. These sections group together relevant information for the types of records you're working with.

For example, the Accounts Homepage shows sections for Account Lists, Account-Related Tasks, Recently Modified Accounts, and the Account Analysis Chart.

A section can contain the following types of information:

  • Lists. Shows records in rows.
  • Forms. Shows fields for the records in a form.
  • Charts/Graphs. Shows information in a variety of charts and graphs.

On Detail pages you can expand or collapse the whole form as well as the individual sections in the form. This is useful for avoiding a lot of scrolling and for hiding information in which you are not interested. To collapse a form or section, click on the - icon, to expand a section or form, click on the + icon. The buttons in each section are visible even when the section is collapsed. The expanded or collapsed state persists across sessions.

List pages and Edit pages do not have this expand and collapse functionality.

Global Links

Each CRM Siebel On Demand page contains a series of links across the top. This table describes the action that occurs when you click each link:

Clicking this link

Does this

Customer Care

Opens information for contacting Oracle Technical Support and other services.

Before contacting Customer Care, please provide the following information:

  • Any error messages displayed in your window
  • A description of the problem, including the steps you were taking when the error occurred

Training

Opens the Training Homepage, which includes the Getting Started tips, the schedule of free Siebel CRM On Demand Webinars, Product Tours, and details about Siebel CRM On Demand Custom Training packages.

Admin

Opens the pages where administrators can customize the application. Appears only for those users assigned a role with administrative privileges.

My Setup

Opens the Personal Homepage, where you can update your personal profile and edit the page layout.

Deleted Items

Opens the Deleted Items page, where you can view and restore most deleted items up to 30 days after deletion.

Help

Opens online help at its top topic, displays the table of contents, and shows the Search tab to find information in the help files. From any help window, you can access the PDF version of the help content, allowing you to print a range of topics or the entire help content.

Sign Out

Exits the Siebel CRM On Demand application.

Additional Links

Each page also contains several links that appear just to the right of the page name. This table describes the action that occurs when you click each of those links:

Clicking this link

Does this

Edit Layout

(Homepages and Detail pages only). Opens the Edit Layout page, where you can rearrange or hide sections of the page you are viewing.

Help

Opens an online help topic specific to that page or procedure.

Printer Friendly

Opens the Print page, where you can print a version of data on your page. Available from all pages except Edit pages.

Back to ..

Takes you to the previous page, refreshing the data.


Published 05/11/2007