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Creating Shortcuts to Siebel Records

You can drag a record in 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.

To create a Siebel shortcut on your desktop

  1. Locate and select the Siebel record you want to create a shortcut for.
  2. Click the active record indicator and drag the record to your desktop.

    3. NOTE:  To drag the shortcut to your desktop, you will need to resize your Siebel application such 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

  1. 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.
  2. Without releasing the record, pause over the task bar item, and the application will be brought to the foreground.
  3. Once the location is visible, move your cursor over the location and release the record.

    4. A shortcut to the selected record is now created. You can click this shortcut to go directly to this record in the Siebel application. If the Siebel application is not running when you click the shortcut, you will have to log in.


 Fundamentals 
 Published: 14 August 2003