| Siebel Customer Relationship Management Innovation Pack 2016 |
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You can send email messages, faxes, pages, and outbound wireless messages (for example, text messages or Short Message Service messages) from within the Siebel application. The following commands are available when you choose File on the application-level menu:
Send Email. Allows you to send email directly from the Siebel application. For more information, see Setting Outbound Communications Preferences for Send Email.
Send Fax. Allows you to send a fax directly from the Siebel application.
Send Page. Allows you to page someone directly from the Siebel application.
Send Wireless Message. Allows you to send a message to another person's wireless device from the Siebel application.
The configuration of your Siebel application determines whether you have access to send functionality. For more information, contact your Siebel administrator.
You can send email messages from any context (location) within the Siebel application. The Siebel administrator can configure the Siebel application so that you can use context-specific email message templates to improve efficiency and standardize replies for the types of communications that occur frequently.
To send an email from the Siebel application
Navigate to the screen.
Select the record for which you want to send the email.
On some screens, data associated with the selected record might be inserted into the email.
From the application-level menu, choose File, then Send Email.
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Note: On some screens, the Pick Recipients dialog box might appear. If this dialog box appears, then select a recipient (or select None) from the list, and click OK. |
The Send Email dialog box appears.
Complete the appropriate fields in the dialog box.
Verify that the From field includes your profile name. If this field does not include your profile name, then select a profile name from the drop-down list for this field. If no profile is available, then contact your Siebel administrator.
You can select a template containing predefined text for the email from the drop-down list for the Body field.
(Optional) Complete the following additional steps:
Attach literature and other files to the email by clicking the open book icon or the paperclip icon next to the Attachments field.
Launching the Send Email dialog box from an attachment record automatically attaches the file in the attachment record to the email.
If you select HTML as your Default Message Format user preference, then edit aspects of the message text, such as font size, font color, paragraph justification, and so on.
The email recipient sees this formatting if the recipient's email client software supports HTML.
Click Send to send the email.
You can set your user preferences to allow you to use the HTML editor in the Send Email dialog box. For more information, see Setting Outbound Communications Preferences for Send Email.
In the Siebel application, you might come across various screens in which you can invoke the HTML editor. The HTML editor provides special editing controls that allow you to use supported HTML formatting, and also provides some standard editing features, such as cut and paste.
It is recommended that you use CTRL+Enter to move to a new line using the HTML editor. Doing so avoids empty rows.
F9 integration is supported by the Siebel Email client due to integration limitations between client-side desktop applications and Web browser security models. Using the integrated email client within Siebel has many benefits. For example, the internal email client is able to capture customer responses, not just outbound emails in the customer profile. All communications are captured, not just the outbound communications.