5. Siebel Terminology Internet Explorer Browser Buttons Internet Explorer Menu Bar Application Level Menu Bar and Toolbar List Applet Form Applet Screen Tabs Thread Bar Link Bar Next & Previous Record Buttons View Tabs Queries Box Show More Button Menu Button Visibility Filter 3
9. From the Home Screen, click . The Edit Layout screen appears. Note: Click to Hide All Applets , Show All Applets , Expand All , or Collapse All . Can I Personalize the Home Page? The Siebel Home Page can be personalized to add, remove, and rearrange applets. Personalizing Siebel To Collapse and Hide Applets: Collapse the applet Hide the applet From the Home Screen, click to collapse the applet. -or- Click to hide the applet. To Edit the Layout: Collapse Hide Move Up Move Down Switch back to the Default Layout Save changes and return to the Home Page 7
11. How do I Exit the Siebel Application? It is a best practice to exit Siebel using File: Log Out from the Application Level Menu Bar. Exiting Siebel To Log Out: From the Application Level Menu Bar, click File : Log Out . 9
13. Keyboard Shortcuts 11 F2 Pop Up Pick List Enter Pick Record in Pick List Ctrl+Shift+K Define Columns Displayed Ctrl+Shift+O Define Sort Order Alt+Q New Query Alt+R Refine Query Enter Execute Query Alt+S Save Query Ctrl+ Next Record Ctrl+ Previous Record Alt+ Next Page of Records Alt+ L Last Record Alt+F First Record General Commands Ctrl+N Add New Record Ctrl+D Delete Record Ctrl+B Copy Record Ctrl+S Save Record Ctrl+U or Esc Undo Ctrl+X Cut Ctrl+C Copy Ctrl+V Paste Delete Clear Ctrl+A Select All Ctrl+Shift+A Go to Site Map Ctrl+Shift+X Exit Application Esc Cancel an Action Ctrl+Shift+R Run a Report Ctrl+Shift+3 Count Records Pick Lists Layout Management Queries Navigation Shortcut Function
17. Query Operators 15 performance OR memory finds all records that contain either performance or memory in the query field. Placed between values, returns records for which at least one condition is true. OR performance* AND *memory* finds all records in which the query field starts with performance and also contains memory . *disk* and *crash* finds all records that contain both disk and crash in the query field. Placed between values, returns only records for which all conditions are true. AND Enter IS NOT NULL in the Due Date query field to find all records for which the Due Date field is not blank. Placed in the query field, returns records for which the query field is not blank. IS NOT NULL Enter IS NULL in the Due Date query field to find all records for which the Due Date field is blank. Placed in the query field, returns records for which the query field is blank. IS NULL >=500 finds all records in which the value in the query field is greater than or equal to 500 . Placed before a value, returns records containing a value greater than or equal to the query value. >= <=500 finds all the records in which the value in the query field is less than or equal to 500 . Placed before a value, returns records containing a value less than or equal to the query value. <= <>6/20/01 finds all records in which the value in the query field is not 20 June 2001. <>Paris finds all the records in which the value in the query field is not Paris . Placed before the value, returns records containing a value that is not equal to the query value. <> >5/31/01 finds all records in which the value of the query field is greater than 31 May 2001. Placed before a value, returns records containing a value greater than the query value. > <6/20/01 finds all records in which the value of the query field is less than 20 June 2001. Placed before a value, returns records containing a value less than the query value. < =Smith finds all records for which the value in the query field is Smith . Placed before a value, returns records containing a value equal to the query value. = ?rag finds brag , crag , and drag . t?pe finds type and tape . Wildcard operator. Placed anywhere in a string, returns records containing the characters specified in the string, such that any character may appear at the location of the question mark. ? *rang* finds arrange , arranged , orange , orangutan , range , etc. Notes: You cannot use * to find dates. Wildcard operator. Placed anywhere in a string, returns records containing the string or containing the string plus any additional characters at the position at which the asterisk appears, including a space. * Example Description Operator
19. Double click on the heading of the column you want to freeze. Note: All columns to the left of that column will also be frozen. Note: To unfreeze, double click the column heading again. Click and drag the column heading to rearrange columns in a list. Note: The red line indicates where the column will be placed. To Rearrange Columns in a List: Customizing Lists To Freeze Columns: Click one time on the heading of the column you want to sort. Note: The column will be sorted in ascending order. To sort descending, click one time on the column heading again. Note: Sorting on the full All Accounts, All Contacts, etc. visibility filter may cause the system to crash. Make sure you query before performing a sort. To Sort Columns: 17
22. Account View Tabs Use the Activities view to create requests for help from HTS or other users. Activities: Working with Accounts Use the Attachments view to attach documents or URLs to the account (i.e. Company Directory, RFP, Bid Specification, etc.) Attachments: Use the Bill To/Ship To view to capture billing a shipping addresses for the account. Bill To/Ship To: Use the Contacts view to add key contacts to the account. Contacts: 20
23. Account View Tabs Use the Notes view to add public or private notes regarding the account. Notes: Working with Accounts Use the Opportunities view to track opportunities with the account. Opportunities are used for pipeline reporting. Opportunities: Use the Quotes view to create and tracks quotes for an account. Quotes: Use the SR’s w/ Agreements (Service Requests with Agreements) view to track service requests for this customer. SR’s w/ Agreements: 21
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32. Working with Opportunities 30 You know you have lost and the opportunity is gone 0% 07 Lost Closed/Order in house 100% 06 Closed/Order in House Customer has committed to a date and the PO is in process 90% 05 Contract Negotiation Harris has been selected and has the approved budget 70% 04 Harris Selected Solution has been identified and the budgetary quote provided. Harris BCD has made the short list and the decision criteria and people are known 40% 03 Solution Identified Will buy “something from someone” and have a general sense whether there is a technical fit 10% 02 Prospect Qualified Prospect may or may not know if this is a real project, but needs numbers for budgeting for the next business cycle 5% 01 Budgetary/Preliminary Description Probability Sales Stage
