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Setting Outbound Communications Preferences for Send Email

This topic describes how to set user preferences that affect the Send Email command.

For information about supported versions of Microsoft Outlook and Lotus Notes email client software, see the system requirements and supported platforms documentation for your Siebel application.

To set outbound communications preferences for Send Email

1. From the application-level menu, choose Tools > User Preferences.

   The User Preferences screen appears.

2. On the link bar, click Outbound Communications.

   The Outbound Communications form appears.

3. Under Send Email, complete the fields using the following table that describes some of the fields.

   Field	Description
   Upon Sending Messages Generate	Specifies activity generation for messages sent using the Send Email, Send Fax, Send Wireless Message, and Send Page commands. Options are: No Activities. No activity records are generated by sending an outbound message. Private activities. Sets the Internal flag to TRUE for an activity record generated by sending an outbound message, so that only the message sender can view the activity record. Public activities. Sets the Internal flag to FALSE for an activity record generated by sending an outbound message, so that the activity record can be viewed by other users, in addition to the message sender. The specific results of the Internal flag being set to FALSE or TRUE depend on your Siebel implementation. Consult your Siebel administrator for more information.
   Default Profile	Specifies the default communications profile for a user to use for the Send Email and Send Fax commands. The profile stores various communications settings and provides access to the communications driver that transfers information between the Siebel software and the email/fax server. For example, a profile for the Internet SMTP/POP3 Server driver handles outbound communications using the SMTP protocol. You have access to any profiles that are associated with your Siebel responsibility setting, and to any profiles that you create for your personal use by using the My Profiles view in the Communications screen. The ability to create personal communications profiles is not available for some responsibility settings. The default profile information is copied to the From field in the Send Email and Send Fax windows. You can specify a different profile by choosing another value from the drop-down list for the From field.
   Default Recipient Class	In some contexts, the Send Email and Send Fax commands let you choose email or fax recipients from data stored in certain fields of the current record. If you choose a recipient based on one of these current field values, the Default Recipient Class setting specifies the default choice for where recipient email or fax address information will be populated in the outbound message. Choices are To, Cc, and Bcc. For example, you might generally want to populate recipients to the To field. However, depending on your typical activities or workflow and on your company's business needs, it may be more appropriate to populate recipients to the Cc or Bcc field instead of the To field.
   Email Client	Determines which of the following will be used when the Send Email command is selected: Send Email window for Siebel applications Microsoft Outlook email client Lotus Notes email client
   Siebel/Outlook Form	Specifies the user's preferred outbound email form when Email Client is set to Microsoft Outlook, if the user prefers a default form other than the form specified by the Siebel administrator at the server level. For information about creating outbound forms, see Siebel Communications Server Administration Guide.
   Siebel/Lotus Form	Specifies the user's preferred outbound email form when Email Client is set to Lotus Notes, if the user prefers a default form other than the form specified by the Siebel administrator at the server level. For information about creating outbound forms, see Siebel Communications Server Administration Guide.
   Default Message Format	Specifies the type of formatting to use for outbound email messages that are sent using the Send Email command. Available values are HTML and Plain Text. For more information about using the HTML message format, see Using the HTML Editor.

Related Topic

Using the Send Email Command