Siebel Open UI Features & Updates

UI View Update Only The team wants to make it clear that there are no functional changes to the system. We are simply bringing a refreshed view to Siebel users with an open UI. Your day-to-day use, other than some navigational differences, should not be affected. All sides and examples built off of test environment. Names, numbers and figures are all purely example and do not represent any real or live agreements.

Features & Updates Log-In screen Accessibility button Screen icons List View navigation Appearance of Message Broadcasts New Query and Execute Query buttons relocated Navigation Arrows relocated Locking columns Elastic applets End Siebel session by clicking File and Log Out command

Accessibility Button An Accessibility button is now available on the Log-In screen, which includes information such as Keyboard Shortcuts, Query Operators, Navigation Elements, Accessing Screens and Views, and other helpful information for using Siebel.

Screen Icons Screens now show as Icons High Interactivity Version: Tabs were visible across the top of the Seibel Application that identified the available views. Open UI Version: Tabs have been replaced with icons. Click on the Icon to navigate to the available views.

Message Broadcasts Message Broadcasts are now located on the top right corner of the screen. High Interactivity Version: A message pop-up appears after logging into Siebel and sometimes scrolls at the bottom of the screen. Open UI Version: After logging into Siebel a Messages icon button is located in the upper right corner of the screen showing the number of messages that need to be viewed. The icon will flash red when important messages need to be viewed. (Messages will no longer scroll at the bottom of the screen.) Click the icon to view the list of messages.

List View Navigation Screens now show as Icons High Interactivity Version: Second Level Views were previously visible directly under the Screen tabs. Open UI Version: Second Level Views are hidden in a side panel. Click the icon to display the views. Then click the hyperlink to the view to which you would like to navigate. Click this icon to open the Second Level view bar. Click these links to navigate to the specified view.

Query Buttons New Query and Execute Query icons are now located in the top right corner above the list view under “My Quotes” and “All Quotes”. High Interactivity Version: New Query and Execute Query icon buttons are located in the top right corner of the screen next to the Saved Queries field. Open UI Version: New Query and Execute Query icon buttons are located in the top right corner of the screen above the list view. Clicking on the query icon will navigate users to the query view where users can search for their data.

Search Option – List Applets All list applets now have a search option to quickly locate records. Search on fields listed to quickly locate information.

Accessing Menus Right Click in any view or applet will NOT pull up the view/applet Menu. The Menu button must be used to view the list of Menu options. High Interactivity Version: Right clicking anywhere within a view or applet (i.e. Account List view) will show the Menu options. Open UI Version: The Menu button has to be clicked in each view/applet to show the Menu options. The menu button must be selected to view the applet menu. Right click no longer works.

Logging Out Always end your Siebel session by clicking File and select Log Out (short cut is Ctrl+Shift+X). This will speed up the application as others log into the application.

Appendix Side-by-Side of Old vs New

Home Screen OLD UI NEW UI

Quotes Screen OLD UI NEW UI

My Quotes Screen OLD UI NEW UI

New Quote Creation & Status Update OLD UI NEW UI

Navigation Arrows relocated Arrow Buttons to move through a list of records are now located horizontally underneath each list view. The vertical scroll bar to move through a list of records is no longer available. High Interactivity Version: Vertical Arrow Buttons and Scroll Bar are used to move through a list of records. Open UI Version: Arrow Buttons are now located horizontally underneath each list view to move through a list of records. The vertical scroll bar no longer exists. Use arrows at the bottom of your list views to navigate through the list of records.

Supporting Information Tab OLD UI NEW UI

Update Request OLD UI NEW UI

Update Request – New Expiration or Effective Date OLD UI NEW UI

Lock Columns has changed Lock Columns has changed. High Interactivity Version: Double clicking the header of a column will lock the column, allowing scrolling across to view other columns while the locked columns remain in place. Open UI Version: The Lock Column feature is enabled or disabled by clicking the column header and then the lock icon. (Freeze Panes)

Appendix Browser Clear Cache for IE Browser Clear Cache for Chrome

Browser clear cache steps for IE Open Internet Explorer and click on Tools Internet options as shown below  

Make sure the “Delete browsing History in exit” checked.

Click on Delete button and Delete Browsing History by selecting the following flags

Next clean up the temporary internet files by following the instructions below.

DELETE all the files that are on the right hand side. Finally close all Open session of Internet Explorer before starting Siebel.

Browser clear cache steps for CHROME Open Chrome and click on sign on the extreme upper right corner as shown below. Click Settings option.

T Type Clear Browsing Data in the search box and scroll down to the same option as shown below. Click on the arrow sign besides it.

Click on Clear Data as shown in the below screenshot.