Siebel Sales User Guide > Correspondence >

Creating Correspondence

You can create correspondence using a selection of pre-defined templates for letters and labels. You can create personal templates that only you can access, or you can use templates created by your administrator. For information on creating personal templates, see Creating a Personal Correspondence Template.

NOTE:  You must associate one or more recipients with the correspondence before you can generate or submit the request for fulfillment.

To create correspondence

  1. Navigate to the Correspondence screen.
  2. In the Correspondence list, add a new record.
  3. In the new Correspondence record, select a correspondence template.

    4. For example; if you want to create a mailing you might choose the MICROSOFT_Promotional template for the letter and the MICROSOFT_Labels template for the mailing labels. If you only want to create labels, you still select both templates, but only generate the labels with the Generate Labels command in the Correspondence list menu.

    NOTE:  The fixed text of each correspondence template is written using specific locale conventions and language. The author of the template can choose the locale and language using the Locale and Language fields in the template record to support Global Deployment.

    1. To create a letter, click select in the Template field, choose a letter template from the Pick Template dialog box, and then click OK.
    2. To create a label, click select in the Template field, choose a label template from the Pick Template dialog box, and then click OK.
  4. In the correspondence record, complete the fields.

    5. The following table describes some of the fields.

    Field
    Comments
    Created Date
    A default value that displays the date and time you created the correspondence.
    Document Status
    The system status for the document during generation. Default values include In Progress, Generating, Completed, and Failed.
    Fulfillment Center
    A list of fulfillment centers that can produce and distribute the document and enclosures on your behalf.
    Generated Document
    Drill down on the hyperlink in this field to preview the document merged with the name and address of the selected recipient in the Recipients list.
    Generated Label
    Drill down on the hyperlink in this field to preview the label merged with the name and address of the selected recipient in the Recipients list.
    Label Status
    The system status for the label during generation. Default values include In Progress, Generating, Completed, and Failed.
    Label Template
    The name of the label template defined by your company and created by your Siebel administrator, or your personal template.
    Modified Template
    If you have modified the template, click the select button in this field and navigate to the modified file to choose it. For example, you choose a template, drill down on the Template name hyperlink to open the template and modify template text. After saving the modified file locally, you specify it using the Modified Template field.
    Opportunity
    The name of the opportunity associated with the correspondence. Drill down on the hyperlink in the opportunity name field to open the Opportunity details form.
    Status
    The correspondence status. Values include Submitted, Pending, and Completed.
    Template
    The name of the selected template defined by your company, or your personal template.

  5. Click in the Recipients list and proceed to Editing a Correspondence Template.

NOTE:  You can create correspondence from any screen by navigating to the application-level menu and selecting File > New > Correspondence. This action takes you to the Correspondence screen where you can create your letter or label.


 Siebel Sales User Guide 
 Published: 18 April 2003