03ess_using the siebel client.ppt
TRANSCRIPT
Module 3: Using the Siebel ClientModule 3: Using the Siebel Client
Essentials (Siebel 7.7)Essentials (Siebel 7.7)
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Module Objectives
After completing this module you will be able to: Describe Siebel user interface (UI) terminology Describe the relationship between lists, forms, views,
business components, and business objects Navigate and perform common tasks using Siebel 7.7
applications
Why you need to know: Understanding the UI enables you to effectively use
Siebel applications Knowledge of standard application features provides
context for configuration later in the course
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Application Home Page
Initial log in to a Siebel application displays the application home page
Personalized data provides direct links to
complete common tasks
Individual users can personalize their home page
by clicking Edit Layout
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Screen Home Pages
Click the screen tabs to access data specific to a functional area, such as Accounts, Opportunities, and Contacts
Query and add new records directly from
the screen home page
Links to records based on pre-defined queries and visibility
Guided help with common tasks
Links to recent records
Screen tabs
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Browser Controls
Use the browser Back and Forward buttons to navigate within the Siebel application and between the Siebel application and other applications
Use browser controls to go to screens accessed in the current browser session
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Navigate the User Interface (UI)
Click the different UI elements to navigate to different data
Site Map
Link bar
View tabs
Row indicator
Screen tabs
Selected record
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Application-Level Toolbars and Menus
Access elements related to global functions
User Preferences in the Tools menu
Application-level menus and global toolbar
Screen tabs and links located directly above data
Thread bar
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Global Toolbar: iHelp and Reports
Access context-sensitive tasks and reports associated with the active screen
Click the How do I button to access iHelp which provides
guidance with tasks
Click the Reports button to access reports for the screen
you are working in
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Global Toolbar: Site Map
Access a list of all screens and views available to the user
Fourth level navigation available from the Site Map
Intuitive view categorization
All detail views accessible from the Site Map
Click the Site Map button to open the Site Map directory
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Screens
Represent groups of available views for a functional business area, such as accounts, contacts, and opportunities
Accounts screen tab
The Visibility Filter provides subsets of account data that can be displayed
The Visibility Filter indicates the subset of account data
displayed in list
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Views
Show detailed presentations of data related to the selected screen and record A record is a collection of data organized into fields
View tab
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List Applets and Form Applets
List applets display records in rows Form applets display the fields of a single record
List Applet
FormApplet
Selected record
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Navigate List Applets and Form Applets
Use menu button or scroll bars and arrows
Standard applet buttons
Applet-specific menu items
Common list applet menu items
Right-click will also present menu context
Use scroll bars/arrows to
navigate through lists of records
Form applet navigation arrows
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Detail Views
Accessed by drilling down on a record
Detailed More Info form view
Detail view tabs displayed
Preview form
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Drop-Down Menu Screen and View Navigation
Access additional tabs and links Once a user accesses a screen the tab is displayed
Click to display additional screen and view tabs
Click to display additional navigation
links
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List Columns
Fixed position in list columns Freeze columns by double-clicking column headers within list
applets Enhances ability to work effectively with lists that contain many
columns of data
Drag and drop columns in and out of the frozen area
Double-click column header to freeze (or unfreeze) columns
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Parent List Views
Provide initial access to records and include a preview form instead of detail view tabs
Form applet
Parent list view
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Drill down on a hyperlink to see more information
Drill Down for More Information
1. Clicking account hyperlink…
2. ...navigates you to the Account detail -
Contacts view
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Control UI Presentation: Columns Displayed
Click the menu button, or right-click, and select Columns Displayed
Columns available to be used in the list
Selected columns in the list
Click buttons to sequence
columns
Click buttons to add to or remove from
Selected Columns
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Control UI Presentation: Show More/Show Less
Click the Show More or Show Less button in the top right corner of a list applet to see more or fewer records
2. … to see more records
1. Click Show More ...
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User Preferences
Allows users to set individual preferences for some application features Set time zone preferences Set a startup view Change default spell check options Customize aspects of the calendar Navigate to Site Map > User
Preferences
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Summary
This module showed you how to: Describe Siebel user interface (UI) terminology Describe the relationship between lists, forms, views,
business components, and business objects Navigate and perform common tasks using Siebel 7.7
applications
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Lab
In the lab you will: Practice navigating in Siebel Call Center