Siebel CX Record Preview Usability Enhancement

Accelsior's Record Preview functionality is a Siebel Open UI CX Usability Enhancement which enables organizations to modernize the user experience in Oracle Siebel CRM. It allows users to quickly view key details of records without opening them, reducing clicks and navigation steps. By delivering instant access to related data from any list view, this usability improvement increases productivity and improves user satisfaction. Click below or watch directly on YouTube.

Improve Siebel Productivity With Record Preview

Standard Siebel Open UI requires users to drill into each record to view its details. This process is time-consuming, especially when records have similar names or multiple related items (contacts, opportunities, activities). Users often waste clicks navigating back and forth between list views and record forms, slowing productivity.

Siebel CX Record Preview: How it Works

Accelsior's Record Preview leverages the flexibility of Siebel CX Open UI to give users instant, hover-based or click-based previews of any record.

Key features:

Hover Preview: Place the cursor over a preview icon to see a popup with key details of the record.
Embedded Images: Include contact photos, product images, or status icons to help identify records quickly.
Click Preview: For more advanced usage, click the preview icon to open a floating panel showing related records (opportunities, activities, contacts) with hyperlinks to drill into details.
Customizable: Fields and content can be configured to match your business priorities and can even pull information from external systems.

Business Benefits

Reduce clicks & navigation steps: Users get record details instantly.
Increase productivity: Quickly identify correct records and take action.
Improve accuracy: Avoid opening the wrong record when names are similar.
Flexible deployment: Works on contacts, accounts, products, or any list/form applet.
Future-proof usability: Compatible with any Siebel version supporting Open UI.

Cross-Industry & Functional Applicability

Sales & Service: Accounts, contacts, opportunities, and activities.
Retail / E-commerce: Product images in order entry or self-service portals.
Life Sciences / CTMS: Protocols, sites, and subjects.
Public Sector / Customer Support: Cases and service requests.

Why Choose Accelsior?

Accelsior specializes in Siebel Open UI CX enhancements, combining deep technical expertise with a focus on usability and productivity. Our consultants help organizations reduce clicks, simplify workflows, and modernize the Siebel experience — all without replacing your existing CRM platform.

Improve your Siebel Open UI deployment and increase user productivity with Record Preview. Contact Accelsior today to discuss how this enhancement can be implemented for your organization.