Siebel Sales User Guide > Messages >

Creating a New Message

Use messages to communicate with others who also use Siebel Sales. You can create messages, set up email and screen alerts, view and sort messages, and associate activities and other items with messages. Using messages allows you to maintain a history of the communication associated with a contact, account, opportunity, or information request.

To create a new message

  1. Navigate to the Messages screen.
  2. In the Daily Messages list, click New.
  3. In the new message form, complete the fields.

    4. The following table describes some of the fields.

    Field
    Comments
    Account
    Shows the Account name associated with the message, if applicable.
    Alert Type
    Allows you to select a value from the drop-down list to indicate the alert type for the message. Default values include None, Email, Screen Alert, and Email and Screen Alert.
    Assigned To
    A required field that displays the name of the individual to whom you are assigning the message. You can select a default value in the Default Assigned To field in the User Preferences screen. See Fundamentals for more information on user preferences.
    Comment
    An optional text field that displays additional information.
    Date/Time
    An editable field that displays the month, day, year and the hour, minute, second that the message was created.
    Email Address
    Automatically populates the email address when you select the contact record.
    First Name
    Automatically populates the first name of the contact when you select the contact record.
    Home Phone #
    Automatically populates the home telephone number when you select the contact record.
    Last Name
    A required field that displays the last name of the contact you selected as the message recipient. After a record is saved, you can drill down on the hyperlink to navigate to Contacts and More Info.
    Message
    A text field that displays the content of the message.
    Mobile Phone #
    Automatically populates the mobile telephone number when you select the contact record.
    Opportunity
    Displays the Opportunity associated with the message, if applicable. Click the select button to choose an opportunity.
    Priority
    Allows you to select a value from the drop-down list to indicate the message priority. Default values include 1-ASAP, 2-High, 3-Medium, and 4-Low.
    Private
    A check box which, when selected, allows only the message creator and recipient to view the message. When the check box is cleared, team members associated with the opportunity, account, contact, and service request can view the message.
    SR #
    The Service Request number associated with the message, if applicable.
    Status
    Allows you to select a value from the drop-down list to indicate the message status. Default values include New, Read, Delegated, Return Call, and Completed.
    Work Phone #
    Automatically populates the business telephone number when you select the contact record.


 Siebel Sales User Guide 
 Published: 18 April 2003