Siebel Mobile Guide: Connected

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[1]SiebelCRMSiebel Mobile Guide: ConnectedSiebel Innovation Pack 2014 Rev. AE52426-01September 2015

Siebel Mobile Guide: Connected, Siebel Innovation Pack 2014 Rev. AE52426-01Copyright 2005, 2015, Oracle and/or its affiliates. All rights reserved.This software and related documentation are provided under a license agreement containing restrictions onuse and disclosure and are protected by intellectual property laws. Except as expressly permitted in yourlicense agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license,transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverseengineering, disassembly, or decompilation of this software, unless required by law for interoperability, isprohibited.The information contained herein is subject to change without notice and is not warranted to be error-free. Ifyou find any errors, please report them to us in writing.If this is software or related documentation that is delivered to the U.S. Government or anyone licensing iton behalf of the U.S. Government, then the following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software,any programs installed on the hardware, and/or documentation, delivered to U.S. Government end usersare "commercial computer software" pursuant to the applicable Federal Acquisition Regulation andagency-specific supplemental regulations. As such, use, duplication, disclosure, modification, andadaptation of the programs, including any operating system, integrated software, any programs installed onthe hardware, and/or documentation, shall be subject to license terms and license restrictions applicable tothe programs. No other rights are granted to the U.S. Government.This software or hardware is developed for general use in a variety of information managementapplications. It is not developed or intended for use in any inherently dangerous applications, includingapplications that may create a risk of personal injury. If you use this software or hardware in dangerousapplications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and othermeasures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damagescaused by use of this software or hardware in dangerous applications.Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks oftheir respective owners.Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarksare used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD,Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of AdvancedMicro Devices. UNIX is a registered trademark of The Open Group.This software or hardware and documentation may provide access to or information about content,products, and services from third parties. Oracle Corporation and its affiliates are not responsible for andexpressly disclaim all warranties of any kind with respect to third-party content, products, and servicesunless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and itsaffiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use ofthird-party content, products, or services, except as set forth in an applicable agreement between you andOracle.

ContentsPreface . xiiiAudience.Documentation Accessibility .Related Documents .Conventions .xiiixiiixiiixiii1 What’s New in This ReleaseWhat’s New in Siebel Mobile Guide: Connected, Siebel Innovation Pack 2014 Rev. A . 1-1What’s New in Siebel Mobile Guide: Connected, Siebel Innovation Pack 2014 . 1-22 Overview of Siebel Mobile ApplicationsSiebel Mobile Products .About Siebel Mobile .Requirements for Using Siebel Mobile .System Requirements for Siebel Mobile.MIT License.Setting Up Left-Hand Navigation .2-12-42-52-52-52-63 Setting Up Siebel Mobile Connected ApplicationsProcess of Setting Up Siebel Mobile Connected Applications. 3-1Requirements for Setting Up Siebel Mobile Connected Applications . 3-2Adding Object Managers for Siebel Mobile Connected Applications . 3-3Adding Virtual Directories for Siebel Mobile Connected Applications . 3-4Siebel Application Object Manager Parameters for Siebel Mobile Connected Applications. 3-6Enabling the Handheld Component Groups for Siebel Mobile Connected Applications . 3-6Assigning Responsibilities to Siebel Mobile Connected Application Users . 3-7Customizing Siebel Mobile Connected Applications . 3-13Copying and Deleting Siebel Mobile Applications . 3-14Troubleshooting Your Siebel Mobile Connected Application . 3-15Enabling JavaScript for Safari . 3-16Disabling Private Browsing . 3-17Clearing the Browser Cache . 3-18Checking the Browser Cache Size . 3-18iii

4 Getting Started with Siebel Mobile Connected ApplicationsLogging In to Siebel Mobile Applications . 4-2Navigating Siebel Mobile Applications User Interface . 4-2Application Banner . 4-3Left Pane . 4-4Right Pane . 4-4Navigating Siebel Mobile Applications in Landscape Mode . 4-5Navigating Siebel Mobile Applications in Portrait Mode . 4-6Selecting Fields, Drop-Down Lists, and Records . 4-6Inline Editing . 4-7Check Boxes . 4-7Data Display . 4-7Managing Records in Siebel Mobile . 4-7Creating Records in Siebel Mobile. 4-8Linking Records to Your Selected Record . 4-8Searching for Records in Siebel Mobile. 4-9Modifying Records in Siebel Mobile . 4-9Deleting Records in Siebel Mobile . 4-9About the Cogwheel Icon in Siebel Mobile . 4-9Reviewing Record Summary Information . 4-10Displaying the Total Number of Records . 4-10Creating Bookmarks in Siebel Mobile. 4-10Formatting the Columns to Display in the List View . 4-10Reviewing Notification Messages in Siebel Mobile . 4-11Modifying Notification Messages . 4-12Configuring Application Settings for Siebel Mobile . 4-13Uploading a User Profile Image to Siebel Server . 4-13Configuring Application Behavior Settings for Siebel Mobile . 4-14Configuring Notification Settings for Siebel Mobile. 4-15Displaying Location Details in Siebel Mobile . 4-16Enabling the Map Functionality for Siebel Mobile . 4-16Displaying Route Details Using the Pin Icon . 4-16Running Predefined Queries in Siebel Mobile . 4-17Scanning Barcodes from Siebel Mobile . 4-17Searching for Records by Scanning Barcode Data . 4-17Using Attachments in Siebel Mobile . 4-18Starting an External Application from Siebel Mobile . 4-18Printing from Siebel Mobile Applications . 4-19Integrating Siebel Mobile with Native Device Features . 4-19Overview of Siebel Mobile Integration with Native Device Features . 4-20Downloading and Installing the Siebel Mobile Application Container (Siebel App). 4-20Using the Siebel Mobile Archive MAA File (Administrator Task) . 4-21Setting Up the Host Server for Siebel Mobile . 4-21Configuring the Siebel Mobile Application Container (Siebel App) on an iOS Device . 4-22Clearing the Application Cache for Applications Using the Siebel App. 4-25Enabling Oracle Policy Automation for Applications Using the Siebel App. 4-26Resetting the Siebel Server or Host Server . 4-27iv

Managing Attachment Downloads Using the Siebel App. 4-27Configuring the Privacy Settings for Native Device Feature . 4-28Logging Out of Siebel Mobile . 4-295 Using the Siebel Mobile Connected Application for Siebel PharmaUsing the Home Page for Siebel Pharma. 5-1Viewing Call Planning Information . 5-2Scheduling Calls For Contacts and Accounts . 5-2Managing Calls for Siebel Pharma . 5-3Displaying Call Details. 5-4Modifying Call Information . 5-5Modifying Attendee Information for a Call . 5-5Modifying Promotional Items for a Call. 5-6Modifying Samples for a Call. 5-7Modifying Product Details for a Call . 5-8Viewing the Validation Results for a Call . 5-9Adding Literature Information to a Call . 5-10Viewing Presentation Detail Information for a Call . 5-10Capturing the Electronic Signature for a Call . 5-11Submitting a Call for Processing. 5-12Managing Accounts for Siebel Pharma . 5-12Displaying Account Details . 5-13Modifying Account Information. 5-13Modifying Contact Information for an Account . 5-14Modifying Call Information for an Account . 5-15Modifying Address Information for an Account . 5-15Modifying Contact Affiliation Information for an Account . 5-16Modifying Account Relationship Information for an Account . 5-17Modifying Attachment Information for an Account . 5-18Managing Contacts for Siebel Pharma. 5-20Displaying Contact Details . 5-20Modifying Contact Information. 5-21Modifying Call Information for a Contact. 5-21Modifying Address Information for a Contact. 5-22Modifying Best Time Information for a Contact . 5-23Modifying State License Information for a Contact. 5-24Modifying Account Affiliation Information for a Contact. 5-24Modifying Contact Relationship Information for a Contact. 5-25Modifying Attachment Information for a Contact. 5-26Using the PCD Viewer in Siebel Mobile. 5-28Creating Literature Records in Siebel CRM . 5-29Associating Literature with Messaging Plans in Siebel CRM . 5-30Defining Access to, Releasing, and Revising Messaging Plans in Siebel CRM . 5-32PCD Viewer APIs . 5-33Setting the Server Uncompression Location . 5-34Showing Presentations in Siebel Mobile. 5-34Recording Responses to Presentations in Siebel Mobile . 5-35v

Task Flows for Siebel Pharma . 5-36Planning and Preparing for Customer Calls . 5-36Conducting Customer Calls . 5-386 Using the Siebel Mobile Connected Application for Siebel Consumer GoodsManaging Calls for Siebel Consumer Goods . 6-1Viewing Call Information in the Calendar . 6-2Displaying Call Details . 6-2Modifying Call Information . 6-3Modifying Call Item Information for a Call . 6-4Modifying Retail Audit Information for a Call . 6-4Modifying Merchandising Audit Information for a Call . 6-5Modifying Order Information for a Call . 6-6Modifying Note Information for a Call . 6-7Modifying Assessment Information for a Call . 6-7Starting a Call . 6-8Ending a Call . 6-8Managing Contacts for Siebel Consumer Goods . 6-9Displaying Contact Details . 6-9Modifying Contact Information . 6-10Modifying Address Information for a Contact . 6-10Modifying Best Time Information for a Contact . 6-11Managing Accounts for Siebel Consumer Goods . 6-12Displaying Account Details . 6-12Modifying Account Information . 6-13Modifying Contact Information for an Account . 6-13Modifying Address Information for an Account . 6-14Modifying Product Distribution Information for an Account . 6-15Modifying Call Information for an Account . 6-15Modifying Note Information for an Account . 6-16Modifying Order Information for an Account . 6-16Modifying Retail Audit Information for an Account . 6-17Managing Routes for Siebel Consumer Goods . 6-18Displaying Route Details . 6-18Modifying Route Information . 6-19Modifying Route Account Information for a Route . 6-19Managing Orders for Siebel Consumer Goods . 6-20Displaying Order Details . 6-20Modifying Order Information . 6-20Modifying Line Item Information for an Order . 6-22Managing Return Orders for Siebel Consumer Goods . 6-22Displaying Return Order Details . 6-23Modifying Return Order Information . 6-23Modifying Line Item Information for a Return Order . 6-24Tasks Flows for Siebel Consumer Goods. 6-25Performing Daily Tasks for Siebel Consumer Goods . 6-25Performing Supplemental Tasks for Siebel Consumer Goods . 6-26vi

7 Using the Siebel Mobile Connected Application for Siebel SalesManaging Accounts for Siebel Sales. 7-1Displaying Account Details . 7-2Modifying Account Information. 7-2Modifying Contact Information for an Account . 7-3Modifying Opportunity Information for an Account. 7-3Modifying Address Information for an Account . 7-4Modifying Activity Information for an Account . 7-5Modifying Account Team Information for an Account . 7-5Managing Contacts for Siebel Sales . 7-6Displaying Contact Details . 7-6Modifying Contact Information. 7-7Modifying Opportunity Information for a Contact . 7-7Modifying Contact Team Information for a Contact . 7-8Modifying Address Information for a Contact. 7-9Managing Leads for Siebel Sales . 7-9Displaying Lead Details . 7-10Modifying Lead Information. 7-10Modifying Opportunity Information for a Lead . 7-10Converting a Lead to an Opportunity . 7-11Managing Opportunities for Siebel Sales. 7-11Displaying Opportunity Details . 7-12Modifying Opportunity Information . 7-13Modifying Contact Information for an Opportunity . 7-13Modifying Product Information for an Opportunity. 7-14Modifying Quote Information for an Opportunity. 7-14Creating a Quote Using the Auto Quote Link . 7-15Modifying Activity Information for an Opportunity . 7-15Modifying Opportunity Team Information for an Opportunity . 7-16Managing Quotes for Siebel Sales. 7-17Displaying Quote Details . 7-17Modifying Quote Information. 7-18Modifying Line Item Information for a Quote. 7-18Modifying Order Information for a Quote. 7-19Creating an Order Using the Auto Order Link . 7-19Modifying Quote Team Information for a Quote. 7-20Managing Orders for Siebel Sales . 7-20Displaying Order Details . 7-21Modifying Order Information. 7-21Modifying Line Item Information for an Order . 7-21Managing Activities for Siebel Sales . 7-22Displaying Activity Details.

Downloading and Installing the Siebel Mobile Application Container (Siebel App). 4-20 Using the Siebel Mobile Archive MAA File (Administrator Task) . 4-21 Setting Up the Host Server for Siebel Mobile . 4-21 Configuring the Siebel Mobile Application Container (Siebel App) on an iOS Device . 4-22 Clearing the Application Cache for .

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