Sie sind auf Seite 1von 23

Essentials (Siebel 7.

7)

Module 3: Using the Siebel Client

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

Module 3: Using the Siebel Client

2 of 23

Application Home Page

Initial log in to a Siebel application displays the application home page

Individual users can personalize their home page by clicking Edit Layout

Personalized data provides direct links to complete common tasks

Module 3: Using the Siebel Client

3 of 23

Screen Home Pages

Click the screen tabs to access data specific to a functional area, such as Accounts, Opportunities, and Contacts
Screen tabs Guided help with common tasks

Query and add new records directly from the screen home page

Links to recent records

Links to records based on pre-defined queries and visibility

Module 3: Using the Siebel Client

4 of 23

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

Module 3: Using the Siebel Client

5 of 23

Navigate the User Interface (UI)

Click the different UI elements to navigate to different data

Screen tabs

Site Map Link bar

View tabs
Row indicator

Selected record

Module 3: Using the Siebel Client

6 of 23

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

Module 3: Using the Siebel Client

7 of 23

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

Module 3: Using the Siebel Client

8 of 23

Global Toolbar: Site Map

Access a list of all screens and views available to the user


Click the Site Map button to open the Site Map directory

Intuitive view categorization All detail views accessible from the Site Map

Fourth level navigation available from the Site Map

Module 3: Using the Siebel Client

9 of 23

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

Module 3: Using the Siebel Client

10 of 23

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

Module 3: Using the Siebel Client

11 of 23

List Applets and Form Applets

List applets display records in rows Form applets display the fields of a single record
List Applet

Selected record Form Applet

Module 3: Using the Siebel Client

12 of 23

Navigate List Applets and Form Applets

Use menu button or scroll bars and arrows

Standard applet buttons

Use scroll bars/arrows to navigate through lists of records

Form applet navigation arrows Common list applet menu items

Applet-specific menu items


Module 3: Using the Siebel Client

Right-click will also present menu context


13 of 23

Detail Views

Accessed by drilling down on a record


Preview form

Detail view tabs displayed

Detailed More Info form view

Module 3: Using the Siebel Client

14 of 23

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 navigation links

Click to display additional screen and view tabs

Module 3: Using the Siebel Client

15 of 23

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

Module 3: Using the Siebel Client

16 of 23

Parent List Views

Provide initial access to records and include a preview form instead of detail view tabs
Parent list view

Form applet

Module 3: Using the Siebel Client

17 of 23

Drill Down for More Information

Drill down on a hyperlink to see more information

1. Clicking account hyperlink

2. ...navigates you to the Account detail Contacts view


Module 3: Using the Siebel Client
18 of 23

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
Module 3: Using the Siebel Client
19 of 23

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

1. Click Show More ...

2. to see more records


Module 3: Using the Siebel Client
20 of 23

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

Module 3: Using the Siebel Client

21 of 23

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

Module 3: Using the Siebel Client

22 of 23

Lab

In the lab you will:


Practice navigating in Siebel Call Center

Module 3: Using the Siebel Client

23 of 23