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Configuring Recipients for Send Commands

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This section describes how to specify user properties to configure generic recipients for messages sent using the Send Email, Send Fax, and Send Wireless Message commands.

The Send Wireless Message command uses generic recipients, but does not use the non- joined generic recipient user properties described in this section.

The Send Page command does not use generic recipients, and the user properties identified in this section do not apply.

For information about using the Send commands, see Sending Email, Fax, Page, and Wireless Messages.

About Generic Recipients

A generic recipient is associated with a business component and identifies a potential recipient related to a specific record. Generic recipients are of two types: non-joined and joined.

Non-joined generic recipients. With non-joined generic recipients, addressing information is obtained directly from fields in the current business component. For details, see Configuring Non-Joined Generic Recipients.

For example, the Contact business component uses the non-joined generic recipient type. If a contact record is selected when the user invokes the Send Email command, the Send Email window appears, preaddressed to the selected recipient. Recipient data comes directly from the contact record.

As noted, the Send Wireless Message command does not use the non-joined generic recipient user properties described in this section. The wireless messaging recipient's mobile device address data is obtained from the Mobile Device Address business component using the recipient's ID stored in the S_PARTY table.

Mobile device data is entered into the Mobile Devices view in the Communications Administration screen, entered by users in the Mobile screen, or captured automatically.

For more information about wireless messaging, see Using Wireless Messaging and refer to Siebel Wireless Administration Guide.

Joined generic recipients. With joined generic recipients, addressing information is obtained from fields in another business component that is joined to the current business component. For details, see Configuring Joined Generic Recipients.

For example, the Service Request business component uses the joined generic recipient type. If a service request record is selected when the user invokes the Send Email command, the Recipient field allows the user to choose Service Request Owner or Service Request Contact as the email recipient (or the user can choose None and specify the recipient directly). After the user selects the recipient (and other settings), the Send Email window appears, preaddressed to the appropriate recipient.

For Service Request Owner, recipient data comes from an employee record. For Service Request Contact, recipient data comes from a contact record. In each case, recipient data comes from a record that is joined to the service request record.

For Send Wireless Message, mobile device address data is obtained without using the non-joined generic recipient user properties described in this section. However, the joined generic recipient user properties are used.

User Interface Context for the Recipient Field

The user interface context for the Recipient field is as follows for the Send Email, Send Fax, and Send Wireless Message commands:

For Send Email using the native Siebel email client, or for Send Fax or Send Wireless Message, the Recipient field is part of the Pick Recipient dialog box.

If invoking the Send command does not require the user to select from this field—such as when the current business component uses non-joined generic recipients for Send Email or Send Fax, or any time the user invokes Send Wireless Message—the Pick Recipient dialog box does not appear. The Send Email, Send Fax, or Send Wireless Message window appears.

For Send Email using Lotus Notes or Microsoft Outlook, the Recipient field is part of the Recipient/Template dialog box.

If invoking the Send Email command does not require the user to select from this field—such as when the current business component uses non-joined generic recipients for Send Email—the Recipient/Template dialog box appears without the Recipient field. After the user selects a template, the Lotus Notes or Microsoft Outlook email window appears.

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