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Logging Messages as a Siebel Activity


After you send the mail merge to the contacts in the data source, you might want to log an activity record in your Siebel database to record the activity.

This task is a step in Process of Using Word Web Service to Perform a Mail Merge.

To log messages as a Siebel activity

  1. Open the Word document to which you added a data source in Getting the Data for a Mail Merge From the Siebel Database.
  2. Click the Log as Siebel Activity button.
  3. Complete the fields in the Log as Siebel Activity dialog box.
    Field
    Maps to Siebel Activity Field

    Date

    Start Date

    Description

    Comments

    Priority

    Priority

    Status

    Status

    Subject

    Description

    Type

    Type

  4. Click Save.

    An activity record for the communication event is created in the Siebel database for each recipient or contact. The record contains the message to the recipient or contact, with the merged fields relevant to the recipient or contact.

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