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Siebel CTI Administration Guide > Communications Operations for End Users > Using the Communications Toolbar > Initiating Work ItemsYou can initiate communications work items, such as voice calls or email messages, from the communications toolbar. The Initiate Work Item button allows you to choose the channel type for the work item. NOTE: Using the Send Email, Send Fax, Send Wireless Message, or Send Page commands in the File menu is equivalent to using the communications toolbar to initiate these activities. For more information about these actions, see Siebel Email Administration Guide. Initiating a Work ItemThis procedure describes how to initiate a work item.
Releasing the Current Work ItemThis procedure describes how to release the current work item. To release the current work item
NOTE: If you are working with an activity record or another type of record that is automatically associated with a work item, then you must save any changes to the record before you release the work item. In addition, in order to make changes after releasing the work item, you must first refresh the record. Otherwise, changes that you make to the record might be lost. |
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