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Emailing, Faxing, Paging, and Wireless Messaging

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You can send email, faxes, pages, and wireless messages from within a Siebel application. The record that is active when the Send command is executed determines what information will be sent and what options are available. To find the following commands, choose File from the application-level menu.

Send Email. Allows you to send email directly from the Siebel application.
Send Fax. Allows you to send a fax directly from the Siebel application.
Send Page. Allows you to page someone directly from the Siebel application.
Send Wireless Message. Allows you to send a message to another person's wireless device from the Siebel application.

NOTE:  You may not have access to send functionality, depending on the configuration of your application. See your Siebel administrator for details.

To send an email from your Siebel application

Navigate to the desired screen.
Select the record from which you want to send the email. (Depending on the view you are in, data associated with the record may be inserted into the email.)
From the application-level menu, choose File > Send > Email.

NOTE:  The Pick Recipients dialog box may appear, depending on the screen you are in when you invoke the Send Email command. If it does, select a recipient from the list (you may select None) and click OK.

The Send Email dialog box appears, as shown in Figure 37.

Verify that the From field includes your profile name. If it does not, select a profile name from the From drop-down list. If no profile is available, contact your Siebel administrator.
Fill in the appropriate fields. You can select a template containing predefined text for the email from the Body drop-down list.

TIP:  You can attach literature and other files to the email by clicking either the add literature or add attachment button. Launching the email from an attachment record automatically attaches the file to the email.

NOTE:  If you attach multiple documents to the email (either literature items or documents), only the last item attached appears in the Attachments field. To see a list of all attached items, click the add attachment button.

(Optional) If you have selected HTML as your Default Message Format user preference, you can edit aspects of the message text such as font size, font color, paragraph justification, and so on. This formatting will be visible to the email recipient if the recipient's email client software supports HTML. For more information about setting email formatting options, see Customizing Outbound Email. For more information about using the editor, see Using the HTML Editor.
(Optional) Click Check Spelling to run a spell check on the text of the email.
Click Send to send the email.

Figure 37.  Send Email Dialog Box

NOTE:  Sending a fax, page, or wireless message is similar to sending an email. Choose File > Send and the appropriate command from the application-level menu. If you cannot send a fax, page, or wireless message, see your Siebel administrator. You may not have access to these features.

For detailed information about Send Email functionality, see Siebel Call Center User Guide.

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