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Siebel Customer Relationship Management
Innovation Pack 2016
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About the Second Level View Bar

After selecting a screen, you must determine the record set that you want to view in the screen. The record set names (or view names) appear in the second level view bar. The second level view bar appears immediately below the application toolbar on the left side of the screen. It looks similar to the view bars for other levels.Views can contain lists, forms, charts, explorer formats, subviews, and so on.

An example of a second level view bar is shown in Figure: Main Elements of Siebel Application Window. You access a second level view by clicking the drop-down arrow in the second level view bar and then clicking the view name.

The name of the active view appears in a different color than the color for the other view names in the list. If the name for the view you want to use is not visible, then use the scroll down arrow on the right side of the list to display that view name.

About the Third Level View Bar

After selecting a view, you can drill down on a field in a record of the view to display more view names in the third level view bar lower on the screen. The third level view bar looks similar to the view bars for other levels.Views can contain lists, forms, charts, explorer formats, subviews, and so on.

You access a third level view by clicking the drop-down arrow in the third level view bar and then clicking the view name. The view displays more data for the record that you drill down on. For example, if you drill down on a contact record in the Contacts List of the Contacts screen, then when you click the Activities view name in the third level view bar, activities that are associated with that contact record appear.

The name of the active view appears in a different color than the color for the other view names in the list. If the name for the view you want to use is not visible, then use the scroll down arrow on the right side of the list to display that view name.

About the Fourth Level Subview Bar

After you access a view in the third level view bar, a fourth level subview bar can display subview names associated with the third level view. The fourth level subview bar appears next to the third level view bar. Many third level views do not have a fourth level subview. The fourth level subview bar looks similar to the view bars for other levels.

You access a fourth level subview by clicking the drop-down arrow in the fourth level subview bar and then clicking the subview name. The subview displays more data for the third level view.

The name of the active subview appears in a different color than the color for the other subview names in the list.