Siebel eFinance Guide > Activities > End-User Procedures >

Providing a Literature Fulfillment by Email

End users can distribute literature directly to activity participants or contacts. For example, a user could email meeting minutes to everyone who attended a specific meeting.

To provide a literature fulfillment by email

  1. Navigate to the Activities screen.
  2. In the Activities list, select the Activity record for which you would like to send follow-up literature.
  3. From the application-level menu, choose File > Send > Email.

    TIP:  You can also press F9 instead of choosing the option from the File menu.

  4. In the Pick Recipient dialog box, select one of the following values:
    • Activity Contacts. To send an email to the external contacts associated with the activity.
    • Activity Participants. To send an email to the employees who participated in the activity.
    • None. To choose a specific recipient.

      A new email message appears.

  5. In the From field, select a profile.

    NOTE:  If a default profile has been set up for the user, the From field is automatically populated with the user's information.

  6. Enter text in the subject heading and body of the message.
  7. Click the Add Literature button, located above the Check Spelling button.
  8. In the Pick Literature dialog box, select the literature, and click OK.
  9. Click Send.

By following this procedure, the application actually creates a new Activity record with Type of Literature Distribution, and associates the same list of participants or contacts with this new activity.


 Siebel eFinance Guide 
 Published: 20 October 2003