Siebel Applications Administration Guide > Alerts >
Creating Alerts
When you create an alert, all designated connected users receive the alert at the date and time the alert is activated. Mobile users, such as sales field representatives, receive an activated alert after synchronization. To create an alert
- Navigate to the Administration - Alert screen > Alerts view.
- In the Alerts list, create a new record, and complete the necessary fields.
Some fields are described in the following table.
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Priority |
The priority of the message determines where the message appears in the list of alerts on the users' home pages. Messages with the highest priority are at the top of the list. |
Keyword |
Enter keywords that the user searches on to find this message. |
Type |
The type chosen from the drop-down list helps determine who receives the alert, as follows:
- Employee Home Page Alert: Displays the alert on all employees' home pages.
- Partner Alert: Displays alerts to employees of registered partner companies.
- Program Information: Displays the alert to self-registered, individual partners.
- Public Information: Displays the alert to unregistered, anonymous users.
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Abstract |
Enter a brief abstract that summarizes the message. This appears as a hyperlink on the appropriate users' home pages. |
Activation |
Enter the date when the message will first appear to users. |
Expiration |
Enter the date when the message will no longer appear to users. |
Partner Alert |
Indicates that the alert is intended for partner companies. Make sure that this field is selected so that your alert will be seen. |
Employee Alert |
Indicates that the alert is intended for employee users. Make sure that this field is selected so that your alert will be seen. |
All Users |
Select this box if you want the alert to appear to all users, as indicated by the Employee Alert or Partner Alert check boxes. For example, if the Employee Alert check box is checked, and the All Users check box is checked, all employees receive the alert. |
Message Body |
Type in the text of the message, including HTML formatting code if desired. Alerts can be enhanced by using the following HTML formatting codes:
- <b>text</b> = bold
- <u>text</u> = underline
- <i>text</i> = italics
- <h4>text</h4> = font size
- <a>href="http:text"</a> = hyperlink to Web page or site
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Preview |
Displays the message as it appears to users. |
- Drill down on the new record in the Abstract column.
- If you want to add literature as an attachment:
- Click the Literature view tab.
- In the Literature list, create a new record for the literature item.
NOTE: Only literature of type Sales Tool can be added.
- If you want to add a product as an attachment:
- Click the Product view tab.
- In the Product list, create a new record for the product.
- If you want to specify the recipients:
- Click the Recipients view tab.
- From the Show drop-down list, select Recipient Divisions or Recipient Positions.
- Create new records to the Recipient List.
Remember, if you selected the All Users check box in Step 2, the message will automatically be sent to all recipients.
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