Siebel Fundamentals > Sharing Information >
Creating Siebel Bookmarks
A Siebel bookmark is a URL that links to a specific record in the Siebel application. A bookmark included in an email message or document allows a user to click to navigate directly to this record in an active instance of the Siebel application.
To add a Siebel bookmark to an email or document
- Navigate to and select the record to which you want to create a link.
- From the application-level menu, choose File > Create Bookmark.
The Get Bookmark URL dialog box appears.
- In the Get Bookmark URL dialog box, click and drag the URL icon to the email message or document.
This creates a hyperlink to the Siebel record from the email or the document.
- Click OK in the Get Bookmark URL dialog box.
Now a user can click the link in the email or document and be taken to the record, as long as the Siebel application is active on their machine.