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Siebel Customer Relationship Management
Innovation Pack 2016
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Creating Siebel Bookmarks

A Siebel bookmark is a URL that links to a specific record in the Siebel application. A Siebel bookmark included in an email message or a document allows a user to click a link to navigate directly to a record if the Siebel application is active on the user's computer. If not logged in to Siebel, a user must authenticate to the application to gain access to the record.

The procedure in this topic shows how to add a Siebel bookmark to an email or a document by copying and pasting, but you can also complete this task by dragging and dropping.

To add a Siebel bookmark to an email or a document  

  1. Navigate to and select the Siebel record to which you want to create a link.

  2. To create a bookmark from the URL in the browser, select the URL in the address field of the browser, and then copy and paste this URL to an email or document.