Siebel Communications Server Administration Guide > Configuring User Interface Elements >

Configuring Recipients for Send Commands

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

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, and Page 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: nonjoined and joined:

• Nonjoined generic recipients. With nonjoined generic recipients, addressing information is obtained directly from fields in the current business component. For details, see Configuring Nonjoined Generic Recipients.

  For example, the Contact business component uses the nonjoined 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.

• 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.

User Interface Context for the Recipient Field

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

• For Send Email using the native Siebel email client or for Send Fax, 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 nonjoined generic recipients for Send Email or Send Fax—the Pick Recipient dialog box does not appear. The Send Email or Send Fax 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 nonjoined 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.