Creating Siebel Bookmarks

A Siebel bookmark is a URL that links to a specific record in the Siebel application. A Siebel bookmark included in an email message or a document allows a user to click a link to navigate directly to a record if the Siebel application is active on the user's computer. If not logged in to Siebel, a user must authenticate to the application to gain access to the record.

When you click the link in an email message or a document, a new browser window might open to access the Siebel application. If an error message appears indicating that you cannot access the Siebel application from this window, then close the window, open a new window, and paste the URL into the new window. If the Siebel application is running on your computer, then you can also paste the URL into the browser for that application.

The procedure in this topic shows how to add a Siebel bookmark to an email or a document by copying and pasting, but you can also complete this task by dragging and dropping.

To add a Siebel bookmark to an email or a document  

1. Navigate to and select the Siebel record to which you want to create a link.

2. To create a bookmark from the URL in the browser, select the URL in the address field of the browser, and then copy and paste this URL to an email or document.