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Using Outlook Add-In Quick Links
When you link to Siebel data from 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 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.
To use a Quick Link
- In Microsoft Outlook, select one or more calendar appointments, tasks, or contacts.
- From the Siebel Options menu, choose Quick Links, and then choose the desired link.
The selected record is linked to the current Outlook record, or records.