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Working with Lists

You can limit the records you see by creating filtered lists for many record types. A filtered list shows a subset of the records that meet the criteria making up the list.

Siebel CRM On Demand provides standard filtered lists for many record types, which appear on the record Homepage. Custom lists that you or your managers create are added to that List section.

Selecting a list opens the record List page and displays only those records that meet the criteria. From the List page, you can find a specific record, sort the records, and review the records for specific information In the record List page you can also filter the list further if there are too many records on the page. For more information about quick ways of filtering your lists, see Filtering Lists.

Each filtered list is specific to the record type, such as Opportunities or Accounts. All employees can create filtered lists for their own use, but you need to be assigned the appropriate role to create public lists that are available to all employees.

NOTE: A list that you or your managers create appears in only the language it is created. If you switch languages, it is not added to the lists in the other languages that the application supports. Only the default filtered lists appear in all languages. For example, if an Italian manager creates a new list and some of her team uses the Spanish version of the product, her team members don't see the newly-created list.

List Management Options

In the List page for most record types, there is a Menu button with some or all of the following options:

Accessing the List Management Options

The way in which you navigate to the list management options varies with the record type as shown in the following table:

Record Type

Steps

Main record types (on tabs)

  1. Click the record tab at the top of the page.
  2. In the Lists section, click a list.
  3. Click the Menu button and select the required option.

You can also access the New List page as follows:

  1. Click the record tab at the top of the page.
  2. In the List title bar, click the New button.

NOTE: Communication Lists are lists for specific types of activities. Therefore, use the Activities List page to create additional Communication Lists. Communication lists are available only if your company uses the call center,

Activities

  1. Click the Calendar tab.
  2. In the Open Tasks section, click the Show Full List link.
  3. Click Manage Lists.
  4. Click the Menu button and select the required option.

Alerts

  1. Click the Home tab.
  2. At the bottom of the Alerts section on My Homepage, click the Show Full List link.
  3. Click the Menu button and select the required option.

Attachments

Available only if your role includes the Manage Attachments privilege.

  1. At the top of any page, click the Admin global link.
  2. Click the Content Management link.
  3. On the Content Management page, click the Manage Attachments link.
  4. On the Manage Attachments page, click the Create New List button.

Users

Available only if your role includes the Administer Users, Groups and Roles privilege.

  1. At the top of any page, click the Admin global link.
  2. Click the User Management & Access Control link.
  3. Click the User Management link.
  4. Click the Menu button and select the required option.

Product Categories

Available only if your role includes the Manage Content privilege.

  1. At the top of any page, click the Admin global link.
  2. Click the Content Management link.
  3. On the Content Management page, click the Product Categories link.
  4. Click the Menu button and select the required option.

Products

Available only if your role includes the Manage Content privilege.

  1. At the top of any page, click the Admin global link.
  2. Click the Content Management link.
  3. On the Content Management page, click the Products link.
  4. Click the Menu button and select the required option.

Standard Filtered Lists

For a description of the standard filtered lists, click one of the following topics:

To open a list

  1. Click the record tab.

    NOTE: For lists of activities, click the Calendar tab and then the Show Full List link in the Open Tasks section.

  2. From the Lists section on the record Homepage, select the list you want to work with.

Changing the Sequence of Lists Appearing on a Homepage

You can use the following procedure, or from a Lists page, click Menu and select Manage Lists to access the List Order button.

To change the sequence of lists appearing on a Homepage

  1. Click the record tab.
  2. At the bottom of the record Lists section, click the Manage Lists link.
  3. Click the List Order button.
  4. Change the sequence in the Lists to Appear on Homepage list.
  5. Click Save.

    On the record Homepage, the lists appear in the sequence you set up. (Only the first 10 lists appear on the Homepage.)


Published 05/11/2007