Siebel Developer's Reference > Business Component User Properties > Controlling Email >

Sending Email Packages to Recipients

The recipient communications user properties send email packages. A generic recipient is a generic name for a person instead of the actual name, email address, or fax number. Service Request Owner is an examples of a generic recipient. Contact Name is another example. Siebel CRM gets values for these generic recipients from user properties, and then displays them as a list of recipients in the Pick Recipient applet.

You can configure this list of generic recipients. This configuration is similar to the set of templates that Siebel CRM lists in the Body drop-down list in the Send Email or Send Fax dialog boxes except that Siebel CRM adds recipients through child user properties.

For example, the user can choose Service Request Owner or Service Request Contact for recipients when this user creates an email or fax for a service request. For a contact record, the user might choose only Contact Name. Siebel CRM does not list the actual name in the Pick Recipient applet. Instead, it gets the name and corresponding fax number or email address from fields that reside in the current business component record. For example, a contact can include a name, email address, and a fax number.

Siebel CRM can also use a join to get the recipient information from a record that resides in another business component. For example, Siebel CRM gets recipient information for the Service Request Owner in a service request from an employee record and recipient information for the Service Request Contact from a contact record. These fields reference joins from the service request record.

Recipient First Name Field

The Recipient First Name Field user property identifies the first name of the recipient of an email, fax, or page. It specifies the name of the business component field that contains this first name.

Recipient Last Name Field

The Recipient Last Name Field user property identifies the last name of the recipient of an email, fax, or page. It specifies the name of the business component field that contains this last name.

Recipient Email Address Field

The Recipient Email Address Field user property identifies the email address of the recipient. It specifies the name of the business component field that contains this email address.

Recipient Fax Address Field

The Recipient Fax Address Field user property identifies the fax address of the recipient. It specifies the name of the business component field that contains this fax address. This address must use a format that your fax server can understand. For more information about driver parameters for the Internet SMTP/POP3 Server, see Siebel CTI Admin Guide.

Recipient Preferred Medium Field

The Recipient Preferred Medium Field user property identifies the communications channel that the recipient prefers for email or fax. It specifies the name of the business component field that contains the name of this channel.

If Siebel CRM uses the Only Send Preference setting for a communication request, and if the template channel type:

• Corresponds to the value that exists in the field that this user property specifies, then it sends a communications template to the recipient.
• Does not correspond to the value that exists in the field that this user property specifies, or if this user property does not exist, and if the business component includes the Preferred Communications field, then it gets the preference from this Preferred Communications field.

Recipient Id Field

The Recipient Id Field n user property specifies properties for email recipients when Siebel CRM sends an email or fax. The value for this user property contains the following items:

• ID field name. Identifies the foreign key field that resides in the parent business component that references records that reside in the joined business component.
• Business component. Identifies the joined business component.
• Label. Specifies the text for the label that Siebel CRM displays in the Pick Recipient dialog box for this generic recipient. For example:

  Service Request Owner

• Field in the target business component. You can include this optional item if the field name is not an ID field.

A comma must separate each item. For more information, see Numbering Instances of a User Property.