- Title and Copyright Information
- Preface
- 1 What's New in This Release
- 2 Overview
- 3 Setup
- Setting Up Siebel Mobile
- Process of Setting Up Siebel Mobile Connected Applications
- Requirements for Setting Up Siebel Mobile
- Adding Object Managers for Siebel Mobile
- Setting Siebel Application Object Manager Parameters for Siebel Mobile
- Enabling the Component Groups for Siebel Mobile
- Assigning Responsibilities to Sieble Mobile Users
- Customizing Siebel Mobile Applications
- Copying and Deleting Siebel Mobile Applications
- Troubleshooting Siebel Mobile Applications
- 4 Getting Started
- Getting Started with Siebel Mobile Applications
- Logging In to Siebel Mobile
- Logging Out of Siebel Mobile
- Navigating the Siebel Mobile User Interface
- Managing Records in Siebel Mobile
- Creating Records in Siebel Mobile
- Linking Records to Your Selected Record
- Searching for Records in Siebel Mobile
- Modifying Records in Siebel Mobile
- Deleting Records in Siebel Mobile
- About Menu (the Cogwheel Icon) in Siebel Mobile
- Reviewing Record Summary Information
- Displaying the Total Number of Records
- Creating Bookmarks in Siebel Mobile
- Formatting the Columns to Display in the List View
- Configuring the Number of Records Displayed on Mobile Devices
- Reviewing Notification Messages in Siebel Mobile
- Configuring Application Settings for Siebel Mobile
- Displaying Location Details in Siebel Mobile
- Running Predefined Queries in Siebel Mobile
- Scanning Barcodes in Siebel Mobile
- Using Attachments in Siebel Mobile
- Starting an External Application from Siebel Mobile
- Printing from Siebel Mobile
- Siebel Mobile Application Logging
- 5 Getting Started with Siebel Mobile Application Container (Siebel App)
- Getting Started with Siebel Mobile Application Container (Siebel App)
- Overview of Siebel Mobile Integration with Native Device Features
- Process of Integrating Siebel Mobile with Native Device Features
- Downloading and Installing the Siebel App
- Setting Up the Host Server for Siebel Mobile
- Configuring Single Sign-On for Siebel Mobile
- Configuring the Siebel App on iOS and Android Devices
- Resetting the Host Server Using the Siebel App
- Managing Attachments Using the Siebel App
- Configuring the Privacy Settings for Native Device Feature
- Setting Up CalDAV and CardDAV Publishing
- 6 Siebel Mobile Application for Siebel Pharma
- Using the Siebel Mobile Application for Siebel Pharma
- Using the Home Page for Siebel Pharma
- Managing Calls for Siebel Pharma
- Displaying Call Details
- Modifying Call Information
- Modifying Attendee Information for a Call
- Modifying Promotional Items for a Call
- Modifying Samples for a Call
- Modifying Product Details for a Call
- Viewing the Validation Results for a Call
- Adding Literature Information to a Call
- Viewing Presentation Detail Information for a Call
- Capturing Signatures for Calls
- Submitting a Call for Processing
- Managing Accounts for Siebel Pharma
- Displaying Account Details
- Modifying Account Information
- Modifying Contact Information for an Account
- Modifying Call Information for an Account
- Modifying Address Information for an Account
- Modifying Contact Affiliation Information for an Account
- Modifying Account Relationship Information for an Account
- Modifying Attachment Information for an Account
- Managing Contacts for Siebel Pharma
- Displaying Contact Details
- Modifying Contact Information
- Modifying Call Information for a Contact
- Modifying Address Information for a Contact
- Modifying Best Time Information for a Contact
- Modifying State License Information for a Contact
- Modifying Account Affiliation Information for a Contact
- Modifying Contact Relationship Information for a Contact
- Modifying Attachment Information for a Contact
- Managing Messaging Plans
- Using the PCD Viewer in Siebel Mobile
- Task Flows for Siebel Pharma
- 7 Siebel Mobile Application for Siebel Consumer Goods
- Using the Siebel Mobile Application for Siebel Consumer Goods
- Using the Home Page for Siebel Consumer Goods
- Managing Calls for Siebel Consumer Goods
- Displaying Call Details
- Modifying Call Details
- Modifying Activity Information for a Call
- Starting a Call
- Ending a Call
- Preparing for a Call Visit
- Modifying Retail Audit Information for a Call
- Modifying Merchandising Audit Information for a Call
- Modifying Order Information for a Call
- Modifying Note Information for a Call
- Modifying Assessment Information for a Call
- Viewing Presentation Information for a Call
- Prerequisites to Viewing Presentation Information for a Call
- Showing Presentations for a Call
- Recording Responses to Presentations
- Managing Contacts for Siebel Consumer Goods
- Managing Accounts for Siebel Consumer Goods
- Displaying Account Details
- Modifying Asset Information for an Account
- Viewing Agreement Information for an Account
- Modifying Address Information for an Account
- Viewing Credit Memo Information for an Account
- Modifying Note Information for an Account
- Modifying Merchandising Location Information for an Account
- Modifying Contact Information for an Account
- Modifying Product Distribution Information for an Account
- Modifying Order Information for an Account
- Viewing Invoice Information for an Account
- Modifying Return Information for an Account
- Modifying Activity Information for an Account
- Associating Products to the Merchandising Locations of an Account
- Managing Routes for Siebel Consumer Goods
- Managing Orders for Siebel Consumer Goods
- Managing Return Orders for Siebel Consumer Goods
- Managing Inventory for Siebel Consumer Goods
- Managing Cycle Counting for Siebel Consumer Goods
- Managing Deposits for Siebel Consumer Goods
- Managing Invoices for Siebel Consumer Goods
- Task Flows for Siebel Consumer Goods
- 8 Siebel Mobile Application for Siebel Sales
- Using the Siebel Mobile Application for Siebel Sales
- Managing Accounts for Siebel Sales
- Managing Contacts for Siebel Sales
- Managing Leads for Siebel Sales
- Managing Opportunities for Siebel Sales
- Displaying Opportunity Details
- Modifying Opportunity Information
- Modifying Contact Information for an Opportunity
- Modifying Product Information for an Opportunity
- Modifying Quote Information for an Opportunity
- Converting an Opportunity to a Quote
- Modifying Activity Information for an Opportunity
- Modifying Opportunity Team Information for an Opportunity
- Managing Quotes for Siebel Sales
- Managing Orders for Siebel Sales
- Managing Activities for Siebel Sales
- 9 Siebel Mobile Application for Siebel Field Service
- Using the Application for Siebel Field Service
- Using the Home Page for Siebel Field Service
- Managing Activities for Siebel Field Service
- Displaying Activity Details
- Verifying and Ordering Parts and Tools for an Activity
- Viewing Substitute Information for a Part
- Accepting an Activity
- Displaying the Task-Based Screen Flow for an Activity
- Recording Task Completion for an Activity
- Capturing Asset Readings for an Activity
- Attaching Media to an Activity
- Modifying Part Tracker Information for an Activity
- Removing a Serialized Part
- Installing a Replacement Serialized Part
- Modifying Part Tracker for an Activity by Scanning Barcode Data
- Modifying Time Tracker Information for an Activity
- Modifying Expense Tracker Information for an Activity
- Generating Service Reports
- Creating Invoices from Activities in Siebel Field Service
- Printing Invoices Associated with Activities
- Capturing Signatures for Invoice in Siebel Field Service
- Managing Service Requests for Siebel Field Service
- Managing Accounts for Siebel Field Service
- Managing Parts for Siebel Field Service
- Managing Orders for Siebel Field Service
- Managing Invoices for Siebel Field Service
- Managing Assets for Siebel Field Service
- Managing Shifts for Siebel Field Service
- Tasks Flows for Siebel Field Service
- 10 Siebel Mobile Application for Siebel Financial Services
- Using the Siebel Mobile Application for Siebel Financial Services
- Using the Home Page for Siebel Financial Services
- Managing Accounts for Siebel Financial Services
- Displaying Account Details
- Performing Needs Analysis for Accounts
- Modifying Account Information
- Modifying Contact Information for an Account
- Modifying Opportunity Information for an Account
- Modifying Address Information for an Account
- Modifying Activity Information for an Account
- Modifying Account Team Information for an Account
- Viewing Financial Account Information for an Account
- Viewing Recommendation Information for an Account
- Applying for Products for an Account
- Managing Application Information for an Account
- Managing Contacts for Siebel Financial Services
- Displaying Contact Details
- Performing Needs Analysis for Contacts
- Modifying Contact Information
- Modifying Opportunity Information for a Contact
- Modifying Contact Team Information for a Contact
- Modifying Address Information for a Contact
- Viewing Financial Account Information for a Contact
- Modifying Note Information for a Contact
- Modifying Activity Information for a Contact
- Viewing Recommendation Information for a Contact
- Applying for Products for a Contact
- Managing Application Information for a Contact
- Managing Financial Applications for Siebel Financial Services
- Managing Opportunities for Siebel Financial Services
- Displaying Opportunity Details
- Modifying Opportunity Information
- Modifying Contact Information for an Opportunity
- Modifying Product Information for an Opportunity
- Modifying Quote Information for an Opportunity
- Modifying Activity Information for an Opportunity
- Modifying Opportunity Team Information for an Opportunity
- Managing Households for Siebel Financial Services
- Displaying Household Details
- Modifying Household Information
- Modifying Contact Information for a Household
- Viewing Note Information for a Household
- Viewing Activity Information for a Household
- Viewing Opportunity Information for a Household
- Viewing Financial Account Information for a Household
- Modifying Address Information for a Household
- Managing Financial Accounts for Siebel Financial Services
- Managing Activities for Siebel Financial Services
- Managing Leads for Siebel Financial Services
- 11 Intelligent Advisor Workflows
- 12 Using Embedded Interviews for Siebel Mobile Application for Siebel Financial Services
- Using Embedded Interviews for Siebel Mobile Application for Siebel Financial Services
- Using DIV-Based Embedded Interviews for Siebel Mobile Application for Siebel Financial Services
- Integration Mapping Parameters for Siebel Mobile Application for Siebel Financial Services
- Creating and Configuring Inbound Web Services for Siebel Mobile Application for Siebel Financial Services
- Sample Repository Objects for Siebel Mobile Application for Siebel Financial Services
- Workflows for Embedded Interviews for Siebel Mobile Application for Siebel Financial
Services
- FINS Application Capture Oppty Creation Process Workflow
- FINS OPA Get Meta Data Service For Account Workflow
- FINS OPA Get Meta Data Service For Contact Workflow
- OIA Submit For Contact FINS Need Analysis Workflow
- OIA Submit For FINS Application Capture Workflow
- OPA Submit For FINS Need Analysis Workflow
- Reverting to the Old Intelligent Advisor Integration Approach
- 13 CardDAV Dynamic Mapping
- Siebel CardDAV Dynamic Mapping
- About CardDAV
- Setting Up CardDAV Dynamic Mapping for Siebel CRM
- Enabling CardDAV Dynamic Mapping for Siebel CRM
- Default Supported CardDAV Clients
- Supported CardDAV Synchronization
- Contact Properties
- Contact Company Property
- Type Property
- Type Conversion Mappings
- Known Limitations for Siebel CardDAV Dynamic Mapping
- Known Limitations for Outlook CardDAV Clients