Fundamentals > Sharing Information >
Creating Shortcuts to Siebel Records
You can drag a record from your Siebel application to your desktop to create a shortcut. When you have the shortcut on your desktop, you can drag the shortcut to an email message, a document, and so on. A shortcut allows you or another user to click to navigate directly to this record. If the Siebel application is not running when you click a shortcut, you will have to log in first. To create a Siebel shortcut on your desktop
- Locate and select the Siebel record you want to create a shortcut for.
- Click the record and drag it to your desktop.
NOTE: To drag the shortcut to your desktop, you will need to resize your Siebel application so that you can see a portion of your desktop. You can then drag the record from your Siebel application to your desktop.
To drag a Siebel shortcut from your desktop to another location
- If the desired location is not visible, click and drag the record to the location's task bar item at the bottom of the screen.
- Without releasing the record, pause over the task bar item, and the application will appear in the foreground.
- Once the location is visible, move your cursor over the location and release the record.
A shortcut to the selected record is now created.
|