Transcription

[1]SiebelCRMSiebel Mobile Guide: ConnectedSiebel Innovation Pack 2017, Rev. AE52426-01November 2017

Siebel Mobile Guide: Connected, Siebel Innovation Pack 2017, Rev. AE52426-01Copyright 2005, 2017 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 . xvAudience.Documentation Accessibility .Related Documents .Conventions .xvxvxvxv1 What’s New in This ReleaseWhat’s New in Siebel Mobile Guide: Connected, Siebel Innovation Pack 2017, Rev. A .What’s New in Siebel Mobile Guide: Connected, Siebel Innovation Pack 2017 .What’s New in Siebel Mobile Guide: Connected, Siebel Innovation Pack 2016, Rev. C .What’s New in Siebel Mobile Guide: Connected, Siebel Innovation Pack 2016, Rev. B.What’s New in Siebel Mobile Guide: Connected, Siebel Innovation Pack 2016, Rev. A .What’s New in Siebel Mobile Guide: Connected, Siebel Innovation Pack 2016 .1-11-11-21-31-41-42 Overview of Siebel MobileSiebel Mobile Products .About Siebel Mobile .Requirements for Using Siebel Mobile .System Requirements for Siebel Mobile.MIT License.2-12-32-42-42-53 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 . 3-2Siebel Application Object Manager Parameters for Siebel Mobile Connected Applications. 3-4Enabling the Component Groups for Siebel Mobile Connected Applications. 3-5Assigning Responsibilities to Siebel Mobile Connected Application Users . 3-5Customizing Siebel Mobile Connected Applications . 3-11Copying and Deleting Siebel Mobile Connected Applications . 3-12Troubleshooting Siebel Mobile Connected Applications . 3-13Enabling JavaScript for Safari. 3-14Disabling Private Browsing . 3-14Clearing the Browser Cache . 3-15Checking the Browser Cache Size . 3-15iii

4 Getting Started with Siebel Mobile Connected ApplicationsLogging In to Siebel Mobile . 4-2Logging Out of Siebel Mobile . 4-3Navigating the Siebel Mobile User Interface . 4-3Application Banner . 4-4Side Pane . 4-5Main Pane. 4-5Navigating Siebel Mobile in Landscape Mode . 4-5Navigating Siebel Mobile in Portrait Mode . 4-6About the Siebel Mobile Aurora and Zante UI Themes. 4-6Selecting Fields, Drop-Down Lists, and Records . 4-7Inline Editing . 4-8Check Boxes . 4-8Data Display . 4-8Managing Records in Siebel Mobile. 4-9Creating Records in Siebel Mobile. 4-9Linking Records to Your Selected Record . 4-9Searching for Records in Siebel Mobile . 4-10Modifying Records in Siebel Mobile . 4-10Deleting Records in Siebel Mobile . 4-10About Menu (the Cogwheel Icon) in Siebel Mobile. 4-11Reviewing Record Summary Information . 4-11Displaying the Total Number of Records . 4-11Creating Bookmarks in Siebel Mobile. 4-11Formatting the Columns to Display in the List View . 4-12Configuring the Number of Records Displayed on Mobile Devices. 4-12Reviewing Notification Messages in Siebel Mobile. 4-13Configuring Application Settings for Siebel Mobile . 4-14Uploading a User Profile Image to Siebel Server . 4-14Configuring Application Behavior Settings for Siebel Mobile . 4-14Configuring Notification Settings for Siebel Mobile . 4-16Displaying Location Details in Siebel Mobile . 4-16Enabling the Map Functionality for Siebel Mobile . 4-17Displaying Route Details Using the Route Button. 4-17Running Predefined Queries in Siebel Mobile . 4-17Scanning Barcodes in Siebel Mobile. 4-18Searching for Records by Scanning Barcode Data . 4-18Using Attachments in Siebel Mobile . 4-18Starting an External Application from Siebel Mobile . 4-19Printing from Siebel Mobile . 4-195 Getting Started with the Siebel Mobile Application Container (Siebel App)About the Siebel App, Siebel.maa File, and Mobile Application Framework . 5-1Overview of Siebel Mobile Integration with Native Device Features . 5-2Process of Integrating Siebel Mobile with Native Device Features. 5-2iv

Downloading and Installing the Siebel App. 5-3Downloading and Installing the Siebel App from the Apple App Store. 5-3Downloading and Installing the Siebel App From Google Play. 5-3Downloading and Using the Siebel Mobile Archive File (Administrator Task) . 5-4Setting Up the Host Server for Siebel Mobile. 5-4Setting Up the Host Server for Siebel Mobile in Siebel Innovation Pack 2016 or Earlier . 5-5Customizing the Siebel App Application Icons in Siebel Innovation Pack 2016 or Earlier . 5-6Configuring Single Sign-On for Siebel Mobile. 5-7Configuring the Siebel App on iOS and Android Devices . 5-8Clearing the Application Cache for Applications Using the Siebel App . 5-9Resetting the Host Server Using the Siebel App . 5-10Managing Attachments Using the Siebel App. 5-11Managing Attachment Downloads . 5-11Managing Attachment Uploads. 5-12Configuring the Privacy Settings for Native Device Feature . 5-13Configuring the Privacy Settings on iOS Devices . 5-13Configuring the Privacy Settings on Android Devices . 5-13Setting Up CalDAV and CardDAV Publishing. 5-14URL Syntax for CalDAV Account Setup . 5-14URL Syntax for CardDAV Account Setup . 5-14Setting Up CalDAV Publishing on an iOS Device . 5-14Setting Up CardDAV Publishing on an iOS Device . 5-15Setting Up CalDAV and CardDAV Publishing on an Android Device. 5-166 Using the Siebel Mobile Connected Application for Siebel PharmaUsing the Home Page for Siebel Pharma. 6-1Viewing Call Planning Information . 6-2Scheduling Calls For Contacts and Accounts . 6-2Customizing the Calendar . 6-3Managing Calls for Siebel Pharma . 6-4Displaying Call Details. 6-4Modifying Call Information . 6-5Modifying Attendee Information for a Call . 6-6Modifying Promotional Items for a Call. 6-7Modifying Samples for a Call. 6-8Modifying Product Details for a Call . 6-9Viewing the Validation Results for a Call . 6-9Adding Literature Information to a Call . 6-10Viewing Presentation Detail Information for a Call . 6-11Capturing Signatures for Calls. 6-11Submitting a Call for Processing. 6-12Managing Accounts for Siebel Pharma . 6-12Displaying Account Details . 6-13Modifying Account Information. 6-13Modifying Contact Information for an Account . 6-14Modifying Call Information for an Account . 6-15Modifying Address Information for an Account . 6-15v

Modifying Contact Affiliation Information for an Account .Modifying Account Relationship Information for an Account .Modifying Attachment Information for an Account .Managing Contacts for Siebel Pharma.Displaying Contact Details .Modifying Contact Information.Modifying Call Information for a Contact.Modifying Address Information for a Contact.Modifying Best Time Information for a Contact .Modifying State License Information for a Contact.Modifying Account Affiliation Information for a Contact.Modifying Contact Relationship Information for a Contact.Modifying Attachment Information for a Contact.Managing Messaging Plans .Displaying Messaging Plan Details .Using the PCD Viewer in Siebel Mobile.Showing Presentations in the Siebel Mobile Application for Siebel Pharma.Recording Responses to Presentations in Siebel Mobile .Setting the Server Uncompression Location .Task Flows for Siebel Pharma .Planning and Preparing for Customer Calls .Conducting Customer Calls -256-276-276-286-296-306-326-336-336-347 Using the Siebel Mobile Connected Application for Siebel Consumer GoodsUsing the Home Page for Siebel Consumer Goods. 7-1Navigating to the Home Page . 7-2Viewing Call Planning Information on the Calendar . 7-2Scheduling Calls for Accounts . 7-3Managing Calls for Siebel Consumer Goods . 7-4Displaying Call Details. 7-4Modifying Call Details . 7-5Modifying Activity Information for a Call . 7-6Starting a Call. 7-6Ending a Call. 7-7Preparing for a Call Visit. 7-7Modifying Retail Audit Information for a Call. 7-7Modifying Merchandising Audit Information for a Call . 7-8Modifying Order Information for a Call. 7-9Modifying Note Information for a Call. 7-9Modifying Assessment Information for a Call . 7-10Viewing Presentation Information for a Call . 7-10Prerequisites to Viewing Presentation Information for a Call . 7-11Showing Presentations for a Call . 7-12Recording Responses to Presentations. 7-12Managing Contacts for Siebel Consumer Goods. 7-13Displaying Contact Details . 7-14Modifying Contact Information. 7-14vi

Modifying Address Information for a Contact.Modifying Best Time Information for a Contact .Managing Accounts for Siebel Consumer Goods.Displaying Account Details .Modifying Asset Information for an Account .Viewing Agreement Information for an Account .Modifying Address Information for an Account .Viewing Credit Memo Information for an Account .Modifying Note Information for an Account .Modifying Merchandising Location Information for an Account .Modifying Contact Information for an Account .Modifying Product Distribution Information for an Account .Modifying Order Information for an Account.Viewing Invoice Information for an Account .Modifying Return Information for an Account .Modifying Activity Information for an Account .Associating Products to the Merchandising Locations of an Account.Managing Routes for Siebel Consumer Goods.Displaying Route Details .Managing Orders for Siebel Consumer Goods.Creating Sales Orders .Displaying Order Details .Modifying Order Details.Modifying Line Item Information for Orders .Creating Invoices for Orders .Booking Orders.Printing Orders.Managing Return Orders for Siebel Consumer Goods .Collecting Returns (Creating Return Orders) .Displaying Return Order Details .Modifying Return Order Information .Modifying Line Item Information for Return Orders .Capturing Signatures for Return Orders .Printing Return Orders.Managing Inventory for Siebel Consumer Goods .Displaying Inventory Details .Recording Van Information.Viewing Reconciliation Information for the Inventory .Managing Cycle Counting for Siebel Consumer Goods.Displaying Cycle Counts.Performing a Cycle Count .Adding Products to the Cycle Count .Managing Deposits for Siebel Consumer Goods .Displaying Undeposited Payments.Depositing Payments.

About the Siebel App, Siebel.maa File, and Mobile Application Framework. 5-1 Overview of Siebel Mobile Integration with Native Device Features. 5-2 Process of Integrating Siebel Mobile with Native Device Features. 5-2. v Downloading and Installing the Siebel App .