Bookshelf Home | Contents | Index | Search | PDF

Siebel Wireless Administration Guide For Financial Services > Using Wireless eFinance and eInsurance >

Correspondence

---

Use the Correspondence view as a gateway to see correspondence information, to modify information, or to add a correspondence record.

When you select Correspondence from the Main Menu, your device displays the Correspondence view. When it first opens, the Correspondence view provides access to all the correspondence currently in the My Correspondence view.

The Correspondence screen displays your first few correspondence records. The actual number of correspondence records displayed depends on the configuration settings.

You can drill down to see details about any correspondence displayed on the screen. You can edit the information from the detail view.

To display correspondence details

Scroll to the correspondence record for which you want to see details.
Press the soft key to link to the selected correspondence.

The Correspondence view opens and displays details for the selected correspondence.

The details include the template name, created date, time frame, ship date, ship method, and fulfillment center. Recipients and enclosures are linked to the correspondence through the recipient and enclosure views. You cannot review or edit the text of the correspondence itself.

To add a new correspondence record

Scroll to the bottom of the view and select the New link.
In the New Correspondence view, select the template you want to use for this correspondence.
Click Submit.
In the detail record, enter the correspondence information, such as time frame and ship date.
Link to recipients to select the recipients for this correspondence.
Link to enclosures to select an enclosure to include with the correspondence.

Bookshelf Home | Contents | Index | Search | PDF