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Creating Siebel Bookmarks

A Siebel bookmark is a URL that links to a specific record in the Siebel application. A Siebel bookmark included in an email message or a document allows a user to click a link to navigate directly to a record if the Siebel application is active on the user's computer.

When you click the link in an email message or a document, a new browser window might open to access the Siebel application. If an error message appears indicating that you cannot access the Siebel application from this window, then close the window, open a new window, and paste the URL into the new window. If the Siebel application is running on your computer, then you can also paste the URL into the browser for that application.

The procedure in this topic shows how to add a Siebel bookmark to an email or a document by copying and pasting, but you can also complete this task by dragging and dropping.

To add a Siebel bookmark to an email or a document

1. Navigate to and select the Siebel record to which you want to create a link.
2. Complete either of the following steps:
   1. Select the URL in the browser, and then copy and paste this URL to an email or document.

      A hyperlink is created to the Siebel record from the email or the document.

   2. From the application-level menu, select File, then Create Bookmark, select the URL in the Get Bookmark URL dialog box, and then copy and paste this URL to an email or document.

      Click OK to close the Get Bookmark dialog box.

      A hyperlink is created to the Siebel record from the email or the document.