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Siebel CRM On Demand Page-by-Page Overview

Siebel CRM On Demand provides several Web pages for each record type (Accounts, Contacts, and so on).

Homepages

Most 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. Homepages can also contain Web widgets, RSS feeds, and other Web content, depending on what your company administrator has set up.

From the Homepage, you can drill down to other pages to manage the various types of information as required.

List Pages

The 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.
  • Find a record to review, delete, or update.
  • Update the fields on the List page inline, or click the Edit link to edit all the fields for a record.

Manage Lists Pages

The 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.
  • Select lists to add to the Favorite Lists section in the Action bar.

Detail Pages

The 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 linked record sections where you can create other records that are linked to the selected record, such as notes or activities, or review already linked records. You can also:

  • Expand and collapse the sections in Detail pages as required.
  • Click an icon on the Detail page to add the record to the Favorite Records section in the Action bar.
  • Click the Note icon to add notes or view notes from other users.
  • Send a note to another user by moving the pointer over the name of the user, see Sending Notes to Other Users.

Detail pages can also contain custom Web applets set up by your administrator. These are used to embed Web widgets, RSS feeds, and other Web content on the page. For more information, see About Custom Web Applets.

Edit Pages

The 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 May 2008