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Siebel CRM Fundamentals
Siebel Innovation Pack 2015
E24770-01
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Using the HTML Editor

Throughout your application, you might come across various screens in which you can invoke an HTML editor.

Your user preferences must be set up to allow you to use the HTML editor in the Send Email dialog box. For more information, see "Setting Outbound Communications Preferences for Send Email".

The HTML editor provides special editing controls that allow you to use supported HTML formatting, and also provides some standard editing features such as cut and paste. Table 11-1 describes each button available in the HTML Editor toolbar.

Some buttons might not be available, depending on where in the application you are when you launch the editor.

Table 11-1 HTML Editor Toolbar Button Descriptions

Button Name Description
Surrounding text describes html_aligncenter.png.

Align Center

Click to center each line of selected paragraphs.

Surrounding text describes html_alignleft.png.

Align Left

Click to left-align selected paragraphs.

Surrounding text describes html_alignright.png.

Align Right

Click to right-align selected paragraphs.

Surrounding text describes html_bold.png.

Bold

Click to apply bold formatting to selected text, or to remove bold.

Surrounding text describes html_bullet.png.

Bullets

Click to apply bullets to selected text, or to remove bullets. Creates a list of bulleted paragraphs, corresponding to an HTML unordered list. Bullets appear differently at different levels of indenting.

Note: Items that are at the same indentation level within a list must have the same list type, either all items bulleted or all items numbered. List items that are at different indentation levels can have different list types. This means you can nest an indented list of one type (such as a bulleted list) within a list of another type (such as a numbered list).

Surrounding text describes html_copy.png.

Copy

Click to copy selected text to the clipboard.

Surrounding text describes html_cut.png.

Cut

Click to cut selected text to the clipboard.

Surrounding text describes html_decreaseindent.png.

Decrease Indent

Click to decrease the indenting for selected paragraphs.

Surrounding text describes html_embedimage.png.

Embed Image

Click to embed an image in the document.

Surrounding text describes html_embedlink.png.

Embed Link

Click to embed a link in the document.

Surrounding text describes html_search.png.

Find/Replace

Click the arrow to the right of the binoculars to display the Find controls. The Find controls appear above the editing bar. Click the arrow on the left side of the Find controls to toggle between Find controls and Find and Replace controls.

To find specified text, enter the text to find in the Find field, and then click Go.

Surrounding text describes html_find.png.

To replace specified text, enter the text to replace in the Replace field. Enter the replacement text in the with field. If you want to replace all instances of the specified text, select the Replace All check box and then click Go.

Surrounding text describes html_replace.png.
Surrounding text describes html_font.png.

Font

Choose a font from a drop-down menu to apply to selected text. Available fonts include Arial (the default), Verdana, Times New Roman, and Courier.

Surrounding text describes html_fontcolor.png.

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. The line beneath the letter A indicates the currently selected font color.

Surrounding text describes html_fontsize.png.

Font Size

Choose a size from a drop-down menu to apply to selected text. Point sizes include 8 (the default), 10, 12, 14, 18, 24, and 36.

Surrounding text describes html_increaseindent.png.

Increase Indent

Click to increase the indenting for selected paragraphs.

Surrounding text describes html_italic.png.

Italic

Click to apply italic formatting to selected text, or to remove italics.

Surrounding text describes html_numbers.png.

Numbering

Click to apply numbering to selected text, or to remove numbering. Creates a list of numbered paragraphs, corresponding to an HTML ordered list.

Note: Items that are at the same indentation level within a list must have the same list type, either all items bulleted or all items numbered. List items that are at different indentation levels can have different list types. This means you can nest an indented list of one type (such as a bulleted list) within a list of another type (such as a numbered list).

Surrounding text describes html_paste.png.

Paste

Click to paste text from the clipboard into the message area. Depending on the source, text you paste might include HTML formatting.

Surrounding text describes html_underline.png.

Underline

Click to apply underlining to selected text, or to remove underlining.