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Configuring Recipients for Send Commands

This topic describes how to specify user properties to configure generic recipients for messages that users send using the Send Email, Send Fax, and Send Wireless Message commands.

The Send Wireless Message command uses generic recipients, but it does not use the user properties for nonjoined generic recipients. The Send Page command does not use generic recipients, and the user properties do not apply. For information about using the Send commands, see Using Send Commands to Send Messages.

About Generic Recipients

A generic recipient is associated with a business component and identifies a potential recipient related to a specific record. Generic recipients include the following types:

• Nonjoined generic recipients. With nonjoined generic recipients, addressing information is obtained directly from fields in the current business component. For more information, see Configuring Nonjoined Generic Recipients.

  For example, the Contact business component uses the nonjoined generic recipient type. If a contact record is selected when the user invokes the Send Email command, then the Send Email window appears, preaddressed to the selected recipient. Recipient data comes directly from the contact record.

  The Send Wireless Message command does not use the user properties for nonjoined generic recipients. The mobile address data for the wireless messaging recipient is obtained from the Mobile Device Address business component by using the recipient's ID stored in the S_PARTY table.

  Administrators enter mobile device data in the Mobile Devices view of the Administration - Communications screen, and users enter mobile device data in the Mobile screen. Mobile device data can be captured automatically. For more information about wireless messaging, see Using Wireless Messaging.

• Joined generic recipients. With joined generic recipients, addressing information is obtained from fields in another business component that is joined to the current business component. For more information, see Configuring Joined Generic Recipients.

  For example, the Service Request business component uses the joined generic recipient type. If a service request record is selected when the user invokes the Send Email command, then the Recipient field allows the user to select Service Request Owner or Service Request Contact as the email recipient. (The user can also select None and specify the recipient.) After the user selects the recipient (and other settings), the Send Email window appears, preaddressed to the appropriate recipient.

  For Service Request Owner, recipient data comes from an employee record. For Service Request Contact, recipient data comes from a contact record. In each case, recipient data comes from a record that is joined to the service request record.

  For Send Wireless Message, mobile device address data is obtained without using the user properties for nonjoined generic recipients. However, the user properties for joined generic recipients user are used.

User Interface Context for the Recipient Field

The user interface context for the Recipient field is as follows for the Send Email, Send Fax, and Send Wireless Message commands:

• For Send Email using the native Siebel email client, or for Send Fax and Send Wireless Message, the Recipient field is part of the Pick Recipient dialog box.

  If invoking the Send command does not require the user to select from this field, such as when the current business component uses nonjoined generic recipients for Send Email or Send Fax, or any time the user invokes Send Wireless Message, then the Pick Recipient dialog box does not appear. The Send Email, Send Fax, or Send Wireless Message window appears.

• For Send Email using Lotus Notes or Microsoft Outlook, the Recipient field is part of the Recipient or Template dialog box.

  If invoking the Send Email command does not require the user to select from this field, such as when the current business component uses nonjoined generic recipients for Send Email, then the Recipient or Template dialog box appears without the Recipient field. After the user selects a template, the Lotus Notes or Microsoft Outlook email window appears.