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Siebel CRM On Demand Page-by-Page OverviewSiebel CRM On Demand provides several Web pages for each record type (Accounts, Contacts, and so on). HomepagesMost Homepages show you tasks related to the types of records that correspond to that page, such as account-related tasks. Generally, they also show filtered lists that have been defined by your administrator as well as an analytic chart relevant to your work. From the Homepage, you can drill down to other pages to manage the various types of information as required. List PagesThe List pages show the subset of records according to the list you select from the Homepage. From the List pages, you can review multiple records at a glance. You can also find a record to review, delete, or update. You can update the fields on the List page inline, or you can click the Edit link to edit all the fields for a record. Manage Lists PagesThe Manage Lists pages show the standard filtered lists and the lists that either you created for your own use, or your manager created for employees to use. From the Manage Lists pages, you can delete a list, review the entire list of filtered lists, edit a list you or your managers created, or begin the process for creating another filtered list. You can also select lists to add to the Favorite Lists section in the Action bar. Detail PagesThe Detail pages show one record's information. The top section displays the fields for that record and you can update these fields inline. The bottom sections are the areas where you can create other records, such as notes or activities, which are linked to the selected record, or you can review already-linked records. You can expand and collapse the sections in Detail pages as required. You can also click an icon in these pages to add the record to the Favorite Records section in the Action bar. Edit PagesThe Edit pages show one record's fields in editable format. You can use these pages to update the record information. The record fields on the Edit pages are identical to the top part of the Detail pages. | ||
Published 05/11/2007 |