Creating Siebel Bookmarks

A Siebel bookmark is a URL that links to a specific record in the Siebel application. A bookmark included in an email message or document allows a user to click to navigate directly to this record in an active instance of the Siebel application.

To add a Siebel bookmark to an email or document by dragging and dropping

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

2. From the application-level menu, choose File, then Create Bookmark.

   The Get Bookmark URL dialog box appears.

3. In the Get Bookmark URL dialog box, click and drag the URL icon to the email message or document.

   This creates a hyperlink to the Siebel record from the email or the document.

4. Click OK in the Get Bookmark URL dialog box.

   Now a user can click the link in the email or document and be taken to the record, as long as the Siebel application is active on her computer.

To add a Siebel bookmark to an email or document by copying and pasting

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

2. From the application-level menu, choose File, then Create Bookmark.

   The Get Bookmark URL dialog box appears.

3. In the Get Bookmark URL dialog box, select and copy the entire URL.

4. Click OK in the Get Bookmark URL dialog box.

5. Paste the URL that you copied in Step 3 into a document or email.

   Now a user can click the link in the email or document and be taken to the record, as long as the Siebel application is active on her computer.