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Editing and Formatting Controls for Send Email and Send Fax Commands

For the Send Email command (native Siebel email client only) and for the Send Fax command, you can edit and format your message text before sending it by using controls in an editing bar that appears when you click in the message area of the Send Email or Send Fax window.

The editing bar appears only when HTML is the setting for the Send Email: Default Message Format preference in the Outbound Communications view of the User Preferences screen. For more information about this user preference setting, see Preference Settings for Outbound Communications.

NOTE:  If you use Lotus Notes or Microsoft Outlook for the Send Email command, then the third-party vendor provides the editing and formatting capabilities. The Siebel application attempts to specify an editing environment by using to the user's Send Email: Default Message Preference setting. However, the behavior of the third-party email client software is not guaranteed. Users can also specify editing preferences in Lotus Notes or Microsoft Outlook.

For email messages, message recipients who cannot view HTML messages in their email client program can instead view a plain-text version of each message. Formatting is eliminated from this plain-text version.

Managing Line Breaks for HTML Messages

When HTML editing is enabled, note the following behavior regarding line breaks:

• Pressing ENTER creates a new paragraph.
• Pressing SHIFT+ENTER creates a new line.

Managing Links and HTML Elements from Other Sources

For email messages, when HTML editing is enabled, you can directly enter URL or mailto links, and they are automatically converted to links in the HTML output. Examples of these links follow:

• www.example.com
• http://www.example.com
• ftp://ftp.example.gov
• mailto:user@example.com

You might select graphics or other tag-based elements that appear on Web pages, such as horizontal rules or tables, by dragging the mouse pointer. In some cases, you can copy and paste such elements into the Send Email or Fax message body.

If you use plain-text mode in the Send Email or Send Fax window, then you can remove any remnant HTML formatting by clicking the Remove HTML Tags button.

NOTE:  You cannot add content other than text or HTML tag elements directly to the message text. For example, you cannot copy and paste graphics or other files into the message text. You cannot drag and drop text, but you can cut and paste text.

Editing and Formatting Options

This topic lists HTML formatting options in the order in which they appear from left to right in the user interface. The following HTML formatting options are available:

• Find Or Replace. Click the arrow to display the Find controls above the editing bar or to hide these controls. When the Find controls appear above the editing bar, click the arrow on the left to toggle between the Find controls and the Find and Replace controls. Enter text to find, or enter replacement text, and then click Go. Find operations are not case-sensitive.
• Cut. Click to cut selected text to the clipboard.
• Copy. Click to copy selected text to the clipboard.
• Paste. Click to paste text from the clipboard into the message area. Depending on the source, the text you paste might include HTML formatting.
• Font. Choose a font from a drop-down list to apply to selected text. Available fonts include Arial (the default), Verdana, Times New Roman, and Courier.
• Size. Choose a size from a drop-down list to apply to selected text. Point sizes include 8 (the default), 10, 12, 14, 18, 24, and 36.
• Font Color. Click the arrow to display font colors above the editing bar, and then click to choose a color to apply to selected text.
• Bold. Click to apply bold formatting to selected text or to remove bold formatting.
• Italic. Click to apply italic formatting to selected text or to remove italic formatting.
• Underline. Click to apply underlining to selected text or to remove underlining.
• Ordered List. Click to apply numbering to selected text or to remove numbering. Apply numbering to make the text an ordered list.
• Unordered List. Click to apply bullets to selected text or to remove bullets. Apply bullets to make the text an unordered list. Bullets appear differently at different levels of indenting.
• Indent. Click to increase indenting for selected paragraphs.
• Outdent. Click to decrease indenting for selected paragraphs.
• Left Align. Click to left-align selected paragraphs.
• Center Align. Click to center selected paragraphs.
• Right Align. Click to right-align selected paragraphs.