Setting Outbound Communications Preferences for Send Email

This topic describes how to set user preferences that affect the Send Email command. For more information about the sending email, see "Sending Email from the Siebel Application". For information about supported versions of Microsoft Outlook and Lotus Notes email client software, see Siebel System Requirements and Supported Platforms on Oracle Technology Network.

Note: For Siebel CRM product releases 8.1.1.9 and later and for 8.2.2.2 and later, the system requirements and supported platform certifications are available from the Certification tab on My Oracle Support. For information about the Certification application, see article 1492194.1 (Article ID) on My Oracle Support.

To set outbound communications preferences for Send Email  

1. From the application-level menu, choose Tools, then User Preferences.

   The User Preferences screen appears.

2. On the link bar, click Outbound Communications.

   The Outbound Communications form appears.

3. In the Send Email section, complete the fields as need.

   Some fields are described in the following table.

   Field	Description
   Upon Sending Messages Generate	Select activity generation for messages sent using the Send Email, Send Fax, Send Wireless Message, and Send Page commands. Options are: No Activities. No activity records are generated by sending an outbound message. Private activities. Sets the Internal flag to TRUE for an activity record generated by sending an outbound message. Only the message sender can view the activity record. Public activities. Sets the Internal flag to FALSE for an activity record generated by sending an outbound message. Other users, in addition to the message sender, can view the activity record. The specific results of the Internal flag of FALSE or TRUE depend on your Siebel implementation. For more information, contact your Siebel administrator.
   Default Profile	Select the default communications profile to use for the Send Email and Send Fax commands. The profile stores various communications settings and provides access to the communications driver that transfers information between the Siebel application and the email/fax server. For example, a profile for the Internet SMTP/POP3 Server driver handles outbound communications using the SMTP protocol. You can access any profiles that are associated with your Siebel responsibility setting, and any profiles that you create for your personal use by using the My Profiles view in the Communications screen. The ability to create personal communications profiles is not available for some responsibility settings. The default profile information is copied to the From field in the Send Email and Send Fax dialog boxes. You can specify a different profile by choosing another value from the drop-down list for the From field.
   Default Recipient Class	Select the default choice for where recipient email or fax address information is populated in an outbound message. Options are: To, Cc, and Bcc. In some contexts, the Send Email and Send Fax commands allow you to choose email or fax recipients from data stored in certain fields of the current record. This field applies if you choose a recipient for one of these current field values. For example, you might generally want to populate recipients to the To field. However, because of your typical activities or workflow and your company's business needs, it might be more appropriate to populate recipients to the Cc or Bcc field instead of the To field.
   Email Client	Select the email client to use when the Send Email command is selected. Options are: Lotus Notes, Microsoft Outlook, Siebel Email Client, and External Email Client.
   Siebel/Outlook Form	Select your preferred outbound email form when Email Client is set to Microsoft Outlook, if you prefer a default form other than the form specified by the Siebel administrator at the server level. For information about creating outbound forms, see Siebel Email Administration Guide.
   Siebel/Lotus Form	Select your preferred outbound email form when Email Client is set to Lotus Notes, if you prefer a default form other than the form specified by the Siebel administrator at the server level. For information about creating outbound forms, see Siebel Email Administration Guide.
   Default Message Format	Select the type of formatting to use for outbound email messages that are sent using the Send Email command. Options are HTML and Plain Text. For more information about using the HTML message format, see "Using the HTML Editor".