Index
A B C D E F H I K L M N O P Q R S T U V W
A
- About Record feature
-
- about, entry
- and merging records, entry
- Action Pane, about, entry
- activities
-
- about defaults for, entry
- about defaults for recurring, entry
- about viewing, entry
- adding contacts to, entry
- adding employees to, entry
- adding in the To Do list, entry
- adding participants to, entry
- adding to calendar, entry
- changing, entry
- changing recurring to nonrecurring, entry
- creating recurring in calendar, entry
- deleting from calendar, entry
- deleting recurring in calendar, entry
- reassigning, entry
- removing employees and contacts from, entry
- removing participants from, entry
- rescheduling by changing date fields, entry
- rescheduling by stretching, entry
- rescheduling by using drag-and-drop, entry
- saving recurring, entry
- using alarms for, entry
- viewing in daily, weekly, and monthly format, entry
- advanced sorting, performing in lists, entry
- alarms
-
- about using for activities, entry
- activating, entry
- activating for all calendar activities, entry
- dismissing, entry
- postponing, entry
- setting up default lead times for, entry
- setting up default snooze times for, entry
- triggering and displaying, entry
- application management, keyboard shortcuts for, entry
- application toolbar, about, entry
- application window
-
- about elements of, entry
- application toolbar for, entry
- application-level menu in, entry, entry
- branding area in, entry
- Site Map for, entry
- application-level menu
-
- about, entry, entry
- using to create records, entry
- using to delete records, entry
- Apply Target List button, described, entry
- attachments
-
- adding files to records, entry
- adding URLs to records, entry
B
- bookmarks, adding to email or documents, entry
- branding area, about, entry
- browser, using features for, entry
C
- calculator
-
- about, entry
- button for, entry
- calendar
-
- about, entry
- activating alarms for, entry
- adding activities in the To Do list, entry
- adding activities to, entry
- changing length of day for, entry
- changing recurring activities in, entry
- changing the time zone in, entry
- creating recurring activities in, entry
- customizing aspects of, entry
- deleting activities from, entry
- deleting recurring activities in, entry
- dismissing alarms in, entry
- formats in, entry
- granting others access to, entry
- postponing alarms in, entry
- saving recurring activities in, entry
- setting up another user’s calendar as your default, entry
- setting up default activity duration in, entry
- setting up default formats for, entry
- viewing activities in, entry
- viewing To Do list in, entry
- calendar control
-
- about, entry
- calendar select button for, entry
- calendar select button
-
- about using, entry
- calendar control and, entry
- case and accent insensitive queries, entry
- charts, about, entry
- check boxes, about, entry
- Cogwheel icon
-
- using to attach files to records, entry
- using to attach URLs to records, entry
- using to create records, entry
- using to delete records, entry
- columns
-
- locking, entry
- organizing in lists, entry
- resizing, entry
- sorting data in, entry
- Columns Displayed dialog box, about buttons in, entry
- communication management, keyboard shortcuts for, entry, entry
- communications panel, about, entry
- compound query operators, entry
- contacts
-
- adding to activities, entry
- removing from activities, entry
- count of records, displaying, entry
- currency calculator, about, entry
D
- daily format
-
- about, entry
- adding activities to, entry
- rescheduling activities by stretching, entry
- rescheduling activities by using drag-and-drop, entry
- setting up for calendar, entry
- viewing activities in, entry
- data
-
- exporting to an external file, entry
- importing into the Siebel application, entry
- data, displaying
-
- about record navigation buttons for, entry
- charts for, entry
- Explorer views for, entry
- forms for, entry
- lists for, entry
- Dismiss All button, using to dismiss alarms, entry
- documents, adding URLs to, entry
- drag-and-drop, using to attach files to records, entry
- drop-down lists, about using, entry
- duplicate records, merging, entry
E
- email
-
- adding URLs to, entry
- keyboard shortcuts for, entry, entry
- Send Email command for, entry
- sending, entry
- setting outbound communications preferences for, entry
- setting up meeting prompts using, entry
- viewing list of all attached items in, entry
- employees
-
- adding to activities, entry
- and deleting activities from the calendar, entry
- removing from activities, entry
- End By field, default values for, entry
- Executed Query button, described, entry
- Explorer views, about, entry
F
- faxes
-
- keyboard shortcuts for, entry, entry
- Send Fax command for, entry
- field controls
-
- buttons for, entry
- check boxes and, entry
- currency calculator and, entry
- drop-down lists and, entry
- option buttons and, entry
- text fields and, entry
- field management, keyboard shortcuts for, entry
- fields, about, entry
- files
-
- attaching to records, entry
- exporting to an external file, entry
- importing into the Siebel application, entry
- forms
-
- about editing, entry
- common icons in, entry
- long and short, entry
- fourth level subview bar, about, entry
H
- home page
-
- about for screens, entry
- setting as startup view, entry
- setting up default queries for, entry
- setting up view links for, entry
- How Do I button, described, entry
- HTML editor
-
- toolbar buttons in, entry
- using, entry
I
- iHelp
-
- using to complete tasks, entry
- iHelp Map, using, entry
- Inbox, using, entry
K
- keyboard navigation
-
- about, entry
- keyboard shortcuts
-
- about, entry
- application management and, entry
- communication management and, entry, entry
- field management and, entry
- general navigation and, entry
- layout management and, entry
- online help and, entry
- query management and, entry
- record management and, entry
- record navigation and, entry
- tables of, entry
L
- layout management, keyboard shortcuts for, entry
- lists
-
- about, entry
- about expanding and collapsing, entry
- common icons in, entry
- finding records in, entry
- horizontal scrolling in, entry
- locking columns in, entry
- navigating between records in, entry
- organizing columns in, entry
- performing advanced sorting for, entry
- resizing columns in, entry
- show less button in, entry
- show more button in, entry
- sorting columns in, entry
- using visibility filter in, entry
- logging in
-
- to Siebel application, entry
- long forms, about, entry
M
- meetings, setting up email prompts for, entry
- menu toolbar, about, entry
- messages, about sending, entry
- monthly format
-
- about, entry
- adding activities to, entry
- setting up for calendar, entry
- viewing activities in, entry
- multiple selection dialog box, using to associate records, entry
- multi-value group fields, exporting records that include, entry
N
- navigation
-
- keyboard shortcuts for, entry
- using Site Map for, entry
- navigation options, setting, entry
- New File button, using to attach files to records, entry
- New Query button, described, entry
- New URL button, using to attach URLs to records, entry
- notes, adding to records, entry
- Notification icon
-
- about, entry
- customizing, entry
- notification panes
-
- about, entry
- customizing, entry
- notifications
-
- about, entry
- about colors for, entry
- customizing aspects of, entry
O
- online help, keyboard shortcuts for, entry
- operators
-
- compound query, entry
- simple query, entry
- option buttons, about, entry
- Owner field, about using to reassign activities, entry
P
- Participant Availability subview
-
- about using, entry
- setting up default display for schedule in, entry
- participants
-
- adding to activities, entry
- removing from activities, entry
- setting up default schedule display for, entry
- setting up email prompts for, entry
- PDQ
-
- See predefined queries, entry
- plus (+) icon, using to create records, entry
- predefined mapping, about using to import data, entry
- predefined queries
-
- about, entry
- modifying, entry
- primary employee, and deleting activities from the calendar, entry
Q
- queries
-
- about, entry
- about predefined, entry
- about user-defined, entry
- canceling long running, entry
- common buttons in, entry
- compound operators for, entry
- creating, entry
- deleting, entry
- drop-down list for saved, entry, entry
- executing, entry
- limiting report data by using, entry
- modifying predefined, entry
- refining, entry
- saving, entry
- saving using another name, entry
- setting up default, entry
- simple operators for, entry
- tips for creating and executing, entry
- use of blank spaces in, entry
- viewing results list for, entry
- viewing saved, entry
- Query Assistant, using, entry
- query control, about, entry
- query management, keyboard shortcuts for, entry
- quick fill
-
- deactivating templates for, entry
- deleting templates for, entry
- reactivating templates for, entry
- renaming templates for, entry
- using to create records, entry
R
- radio buttons, about, entry
- record count, displaying, entry
- record management, keyboard shortcuts for, entry
- record navigation, keyboard shortcuts for, entry
- records
-
- about, entry
- adding notes to, entry
- associating using multiple selection dialog box, entry
- associating using single selection dialog box, entry
- associating with other records, entry
- attaching files to, entry
- attaching URLs to, entry
- canceling changes to, entry
- changing multiple, entry
- copying, entry
- creating, entry
- deleting, entry
- editing, entry
- entering characters to find, entry
- finding in lists, entry
- finding in selection dialog box, entry
- finding information about, entry
- flagging, entry
- identifying new, entry
- merging duplicate, entry
- printing, entry
- querying for in selection dialog box, entry
- saving, entry
- using quick fill to create, entry
- reports
-
- accessing and running, entry
- button for, entry
- role of queries in, entry
- resizing indicator, about, entry
S
- Save All button, about using, entry
- Save Target List button, described, entry
- Save This One button, about using, entry
- Saved Queries, about field, entry
- screens
-
- about, entry
- about home pages for, entry
- changing order of, entry
- setting up default views for, entry
- showing or hiding, entry
- scroll speeds, setting for tile applets, entry
- second level view bar, about, entry
- select buttons
-
- about, entry
- about using, entry
- selection dialog boxes
-
- finding specific records in, entry
- launching, entry
- multiple, entry
- querying for records in, entry
- single, entry
- using multiple to associate records, entry
- using single to associate records, entry
- Send Email command, entry
- Send Fax command, entry
- Send Page command, entry
- Send Wireless Message command, entry
- short forms, about, entry
- show less button, entry
- show more button, entry
- Side Menu, about, entry
- Siebel application
-
- about Siebel user interface behavior, entry
- logging in to, entry
- logging out of, entry
- setting a user profile image, entry
- Siebel bookmarks, adding to email or documents, entry
- simple query operators, entry
- simplified user interface, about, entry
- single selection dialog box, using to associate records, entry
- Site Map
-
- about, entry
- button for, entry
- using to navigate, entry
- snooze time for alarms
-
- and postponing alarms, entry
- setting default, entry
- star icon
-
- in required fields, entry
- in required form fields, entry
- using to identify new records, entry
- startup view, setting, entry
- Strict Date Format system preference, entry
T
- Task UI
-
- about, entry
- navigational buttons for, entry
- setting pause behavior for, entry
- using, entry
- tasks, button for, entry
- templates, quick fill, entry
- text fields, about, entry
- themes, setting, entry
- third level view bar, about, entry
- time zone, changing in calendar, entry
- To Do list
-
- adding activities, entry
- marking activities complete in, entry
- viewing in calendar, entry
- transition effects, setting, entry
- Trash Can icon
-
- using to delete records, entry
U
- Undo Record, using, entry
- URLs
-
- adding to email or documents, entry
- attaching to records, entry
- user preferences
-
- activating alarms for all calendar activities, entry
- changing length of calendar day, entry
- changing order of screens, entry
- changing the order of views, entry
- customizing aspects of notifications, entry
- setting a default time zone, entry
- setting a startup view, entry
- setting a user profile image, entry
- setting navigation options, entry
- setting outbound communications preferences for email, entry
- setting pause behavior for Task UI, entry
- setting scroll speeds for tile applets, entry
- setting themes, entry
- setting transition effects, entry
- setting up another user’s calendar as your default, entry
- setting up default alarm lead times, entry
- setting up default alarm snooze times, entry
- setting up default calendar activity duration, entry
- setting up default calendar formats, entry
- setting up default display for participant schedule, entry
- setting up default queries, entry
- setting up default views for screens, entry
- setting up email prompts for meetings, entry
- setting up view links for home pages, entry
- showing or hiding screens, entry
- showing or hiding views, entry
- user profile image, setting, entry
- user-defined queries, about, entry
V
- views
-
- changing the order of, entry
- showing or hiding, entry
- visibility filter, using in lists, entry
W
- weekly format
-
- about, entry
- adding activities to, entry
- rescheduling activities by stretching, entry
- rescheduling activities by using drag-and-drop, entry
- setting up for calendar, entry
- viewing activities in, entry
- wireless devices, sending message to, entry
