Siebel Call Center Microsoft Internet Explorer PDQ menu

Siebel Call Center – Microsoft Internet Explorer < PDQ menu > Threadbar: Home Customers Products Classification Contacts Orders Stores Products My Sub Groups Name 11–of 1010+ of 10+ …… Drinks Product Name Coca Cola 1 Litre 1 of 10+ …… Classification A A B C

Siebel Call Center – Microsoft Internet Explorer < PDQ menu > Threadbar: Home Customers Contacts Orders Stores Products Store List Store A 1 of 10+ * Label 1: < Editable > Label 2: < Editable > Label 3: < Read-only > Label 4: < Read-only > More Info Picking Admin New Name Chicken Delete Query No Record Sequence Assortment 1 Meat Fish Fruit & Veg Meat

Siebel Call Center – Microsoft Internet Explorer < PDQ menu > Threadbar: Home Customers Contacts List Contacts Home Orders Consumers List < Viz picker > New Delete Stores Products Personal Contacts List Please notice that some of the objects might be grouped. You can ungroup them by right-click and find “Grouping” menu items. Charts Manager’s Explorer Administration Cancel 1 – 10 of 10+ < Form Applet Title > New Delete 1 of 10+ Query * Label 1: < Editable > Label 2: < Editable > Label 3: < Read-only > Label 4: < Read-only > List view (with applet focus on top)

Siebel Call Center – Microsoft Internet Explorer < PDQ menu > Threadbar: Home Customers Contacts Home Contacts List Orders Consumers List < Viz picker > New Delete Stores Products Personal Contacts List Charts Manager’s Explorer Administration Cancel 1 – 10 of 10+ < Form Applet Title > New Delete 1 of 10+ Query * Label 1: < Editable > Label 2: < Editable > Label 3: < Read-only > Label 4: < Read-only > List view (with applet focus at the bottom)

Siebel Call Center – Microsoft Internet Explorer < PDQ menu > Threadbar: Home Customers Contacts Home Contacts List Orders Consumers List Stores Products Personal Contacts List Charts Manager’s Explorer Administration Sales Orders 1 of 10+ New Delete Query * Label 1: < Editable > Label 2: < Editable > Label 3: < Read-only > Label 4: < Read-only > More Info Activities New Notes Delete Opportunities Service Requests Attachments Calendar Orders Revenues Query No Record Drill-in detail view (with applet focus on top)

Siebel Call Center – Microsoft Internet Explorer < PDQ menu > Threadbar: Home Customers Contacts Home Contacts List Orders Consumers List Stores Products Personal Contacts List Charts Manager’s Explorer Administration < Form Applet Title > New 1 of 10+ Query Delete * Label 1: < Editable > Label 2: < Editable > Label 3: < Read-only > Label 4: < Read-only > More Info Activities New Notes Delete Opportunities Service Requests Attachments Calendar Orders Revenues Query No Record Drill-in detail view (with applet focus at the bottom)

Siebel Call Center – Microsoft Internet Explorer < PDQ menu > Threadbar: Home Customers Contacts Home < Applet Title > Contacts List Orders Consumers List New Delete Stores Products Personal Contacts List Charts Manager’s Explorer Cancel Administration 1 – 10 of 10+ List applet with applet title 1 of 10+

Siebel Call Center – Microsoft Internet Explorer < PDQ menu > Threadbar: Home Customers Contacts Home Contacts List New Delete Orders Consumers List Stores Products Personal Contacts List Charts Manager’s Explorer Cancel Administration 1 – 10 of 10+ List applet without applet title 1 of 10+

Siebel Call Center – Microsoft Internet Explorer Form applet (with applet focus) < Form Applet Title > New Menu Sales Stage: Delete Label 2: < Editable > Customers 1 of 10+ Query * Label 1: < Editable > Home Revenue: Contacts Label 3: < Read-only > Orders Label 4: < Read-only > * Label 1: < Editable > Label 2: < Editable > Label 3: < Read-only > Label 4: < Read-only > Stores Products Form applet (without applet focus) < Form Applet Title > New Menu Sales Stage: Delete Revenue: 1 of 10+ Query * Label 1: < Editable > Label 2: < Editable > Label 3: < Read-only > Label 4: < Read-only > Menu New Delete Query Cancel 1 of 10+ < Form Applet Title > < Section Title > Sales Stage: Revenue: Customer Satisfaction: Progress Indicators: (Null) (In Planning) (Scheduled) UI Templates (Under Review) Instructions (Active) Task Flow (Completed) (Cancelled)

Siebel Call Center – Microsoft Internet Explorer Pick list template: <Type in title here> – Microsoft Internet Explorer New Home Query Customers Find < Type in default value > Contacts Orders Stores Starting with Go 1 - 10 of 10+ Products OK Pick list template (on screen home page; as in SI mode): <Type in title here> – Microsoft Internet Explorer New < Type in default value > Query 1 - 10 of 10+ OK UI Templates Instructions Task Flow Cancel

Siebel Call Center – Microsoft Internet Explorer <Type in title here> – Microsoft Internet Explorer New Query < Type in default value > 1 – 10 of 10+ Home Customers Contacts Orders Stores No Record Products ( Sample screenshot from real product ) UI Templates Instructions Task Flow

Siebel Call Center – Microsoft Internet Explorer Create new record on top of pick list or shuttle applet: Home Customers Contacts Orders Stores Products <Type in title here> – Microsoft Internet Explorer Label: Label: Label: Save UI Templates Instructions Task Flow Cancel

Siebel Call Center – Microsoft Internet Explorer Follow these steps to insert data from Excel to Power. Point: 1. Select & copy desired cells from Excel 2. Paste it in the slide in Power. Point (you will see a table without frame & border) Home 3. 4. Customers Contacts Orders Stores Products Select and right-click the whole pasted table, then pick “Borders and Fill” Select “Text Box” tab and set the following: • Text alignment: Middle • Internal Margin: Left: 0. 03”; Right: 0. 03”; Top: 0; Bottom: 0 5. Adjust individual column alignment if necessary 6. Adjust height of the table by manually grabbing the bottom handler up and down to fit the list applet New Delete Cancel 1 – 7 of 7 Mr/Ms First Name Last Name Job Title Work Phone # Mobile Phone # Home Phone # Email Mr. Avram Ahl Vice President (773) 555 -9870 (773) 867 -4657 (415) 675 -6577 a. ahl@3 com. com Ms. Kristy Helena Supervisor, Logistics (773) 555 -2223 (773) 876 -8764 Ms. Jill Ishi Account Manager (773) 555 -5312 (773) 976 -4352 Mr. Bob Kreisberg Programmer (650) 786 -8767 (415) 765 -8765 Ms. Elisa Mann Service Manager (773) 355 -8675 (773) 657 -3960 Ms. Joan Pennington Vice President Operations (650) 534 -9863 (415) 555 -6434 (415) 555 -1212 joan. pennington@3 com. com Mr. Chris Smythe Director Process, CRM (773) 555 -2111 (773) 542 -6457 (773) 675 -4563 chris. smythe@3 com. com UI Templates Instructions Task Flow kristy. helena@3 com. com (773) 555 -6021 jill. ishi@3 com. com bob. kreisberg@3 com. com elisa. mann@3 com. com

Siebel Call Center – Microsoft Internet Explorer Miscellaneous UI elements: Threadbar: Home Accounts Customers Contacts Home Contacts List Opportunities Orders Services Orders Stores Products Consumers List Personal Contacts List Menu New Delete Query Cancel More Info Activities Notes < Fourth-level Navigation > New Delete Opportunities Accounts Manager’s Explorer Contacts Opportunities Administration Calendar Services 1 of 10+ My Accounts My Team’s Accounts All Accounts Attachments Orders (Visibility picker) Service Requests < Fourth-level navigation > Home Charts Orders < Fourth-level navigation > < Editable > < Read-only > Revenues < Fourth-level navigation > Query No Record UI Templates Instructions Task Flow