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Using Outlook Add-In Quick Links

When you link to Siebel data from Microsoft Outlook, the link is automatically added to the Siebel Options, Quick Link list. You can use the Quick Link list to link one of the listed Siebel records to another Microsoft Outlook record, or records. By default, the Quick Link list retains links for 30 days. To change the Quick Link retention period, see Setting the Quick Link Retention Period.

NOTE:  The Quick Links menu shows the links you have used most recently; it does not show all of the links that exist between Microsoft Outlook and Siebel objects. Links you create between Microsoft Outlook and Siebel objects are maintained until you remove the link, as described in Removing Links to Siebel Data. Once a link has been removed from the Quick List because you have not used it within the retention time period you specify, it still continues to exist.

The following procedure describes how to use a Quick Link.

To use a Quick Link

1. In Microsoft Outlook, select one or more calendar appointments, tasks, or contacts.
2. From the Siebel Options menu, choose Quick Links, and then choose the desired link.

   The selected record is linked to the current Microsoft Outlook record, or records.

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About Using Siebel Outlook Add-In