Siebel Partner Relationship Management Administration Guide > Managing Your Partners > Using Partner Alerts >

Creating Partner Alerts

Use the following procedure to create a partner alert.

To create a partner alert

1. Navigate to the Site Map > Administration - Alert screen.
2. In the Partner Alerts list, click the menu button, and then click New Record.
3. Enter information from the following table in the fields of the new record and the More Info form.

   Field	Comment
   Priority	Choose the priority of the message. This determines where the message appears in the list of partner alerts on your partners' Siebel PRM Portal home pages. Messages with the highest priority will be at the top of the list.
   Type	Choose the type of the message. This determines the type of partner for which the message is displayed. Select Partner Alert to display the message for employees of registered partner companies, Program Information to display the message for self-registered individual partners, or Public Information to display the message for unregistered anonymous users.
   Partner	You must select the Partner check box for the alert to be displayed to partners.
   Message Body	Type in the text of the message, including HTML formatting code if desired.
   Abstract	Enter a brief abstract that summarizes the message. This will appear as a hyperlink on your partners' Siebel PRM Portal home pages.
   Keywords	Enter keywords that the user can search on to find this message. You can also use keywords for personalization.
   All Users	Select this check box if you want the message to appear to all partner users. Do not select this check box if you want to direct the message to specific partner companies or specific positions.
   Activation	Enter the date when the message will first appear to your partners.
   Expiration	Enter the date when the message will no longer appear to your partners.
   Created	Automatically filled in with the date and time the message was created.
   Created By	Automatically filled in with your login name.

4. If you want to add literature as an attachment to the message, do the following:
   1. Click the Literature view tab.
   2. In the Literature list, click the menu button, and then click New Record.

      The Add Literature dialog box appears.

   3. In the dialog box, select the Literature records you want to add.
   4. In the dialog box, click OK.
5. If you want to add a product as an attachment to the message, do the following:
   1. Click the Product view tab.
   2. In the Products list, click the menu button, and then click New Record.

      The Add Internal Products dialog box appears.

   3. In the dialog box, select the products you want to add.
   4. In the dialog box, click OK.
6. If you want to specify partner organizations to which you will send the message, do the following:
   1. Click the Recipients view tab.
   2. If it is not already selected, select Recipient Partners in the Show drop-down list.
   3. In the Recipients list, click the menu button, and then click New Record.

      The Add Recipients by Partner dialog box appears.

   4. In the dialog box, select the partner organizations that will receive the alerts.
   5. In the dialog box, click OK.
7. If you want to specify positions to whom you will send the message, do the following:
   1. Click the Recipients view tab.
   2. Select Recipient People in the Show drop-down list.
   3. In the Recipients list, click the menu button, and then click New Record.

      The Add Positions dialog box appears.

   4. In the dialog box, select the people who will receive the alerts and click OK.