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Using Siebel Outlook Add-In

The Siebel Outlook Add-In adds a Siebel Options menu, a Siebel toolbar, and right-click menu items to the Microsoft Outlook interface. These features let you link to records in the Siebel application. You can also remove links using these controls.

Table 41 lists the types of Siebel records that you can link to from Outlook.

Each Outlook record can support a single link to each Siebel record type. For example, an Outlook contact can link to one Siebel account, one Siebel opportunity, and one Siebel project. If you link to a new Siebel record and a link of that type already exists, the new link replaces the old link.

You can associate the same Siebel record to multiple Outlook records. By selecting multiple Outlook records, and then associating the Siebel records, you can assign the same Siebel record to multiple Outlook records in a single operation.

Topics in This Section

Linking to Siebel Data from Outlook

Using Outlook Add-In Quick Links

Using Outlook Add-In Links

Removing Links to Siebel Data