Siebel CX Recent Records Usability Enhancement
Accelsior's Recent Record's functionality is a Siebel Open UI CX Usability Enhancement that gives users instant access to their recently viewed CRM records from anywhere in the Siebel application. Instead of navigating to multiple object home pages or re-running queries, users can open a single, unified list of recent records and jump directly back to the data they were working on. This reduces clicks, saves time, and significantly improves day-to-day productivity for Siebel users. Click below or watch directly on YouTube.
Improve Siebel Productivity With Instant Access to Recent Records
Accelsior has developed a powerful Siebel Open UI usability enhancement that significantly improves how users access their recently viewed records. Instead of forcing users to navigate to multiple object home pages to find recent work, this enhancement provides instant, consolidated access to recently accessed records from anywhere within the Siebel application.
The result is a faster, more intuitive user experience that reduces clicks, saves time, and improves productivity — without requiring a major Siebel upgrade or platform replacement.
The Business Problem
Out of the box, Siebel CRM provides a “Recent Records” feature that is helpful but limited in real-world enterprise use:
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Recent records are only visible on individual object home pages
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Users must first navigate to the correct home page just to see recent activity
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Each list entry shows very little information, making it easy to select the wrong record
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Users waste time re-querying and navigating instead of continuing their work
As a result, a feature intended to improve usability often becomes under-utilized and inefficient.
How the Siebel CX Recent Records enhancement solves the problem
Accelsior’s Siebel Open UI Recent Records enhancement removes these limitations by introducing a single, global “Recent Records” list that is accessible from anywhere in the application.
With one click on a new icon in the Siebel Open UI toolbar, users see an overlay showing:
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All recently accessed records across multiple object types
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Clear visual indicators of each record’s type (e.g., opportunity, activity, case)
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How long ago each record was accessed
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Additional, configurable business fields for better identification
This consolidated view allows users to immediately return to the correct record and resume work with minimal navigation.
Why This Matters to the Business
This enhancement delivers tangible business value in day-to-day CRM usage:
Siebel CX Recent Records: Configurable to Your Business Priorities
The enhancement is fully configurable and can display the information that matters most to your users, such as:
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Opportunity sales stage and close date
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Activity comments and due dates
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Service request status, priority, and owner
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Account name, region, or industry
This ensures the recent records list aligns with real business workflows rather than generic technical defaults.
Works Across Industries and Siebel Applications
Although demonstrated using the Siebel Sales application, this enhancement can be deployed across all Siebel verticals and industry solutions, including:
The solution integrates seamlessly into existing Siebel Open UI environments.
Modernization Without Disruption
Because this enhancement is built using the Siebel Open UI framework, it:
This makes it a low-risk way to modernize the Siebel user experience while protecting your current platform investment.
Next Steps
If you are looking to improve Siebel usability, reduce user friction, and increase productivity without a major transformation project, this enhancement is a practical place to start.
Talk to a genuine Siebel expert at Accelsior about deploying this usability improvement in your environment.
