Creating Shortcuts to Siebel Records

You can drag a record from your Siebel application to your desktop to create a shortcut. When you have the shortcut on your desktop, you can drag the shortcut to an email message, a document, and so on. A shortcut allows you or another user to click to navigate directly to this record. If the Siebel application is not running when you click a shortcut, you will have to log in first.

To drag a Siebel shortcut on your desktop

1. Locate and select the Siebel record you want to create a shortcut for.

2. Click the record and drag it to your desktop.

   
   

   Note: To drag the shortcut to your desktop, you will have to resize your Siebel application so that you can see a portion of your desktop. You can then drag the record from your Siebel application to your desktop.

   
   

You can drag Siebel shortcuts from your desktop to another location.

To drag a Siebel shortcut from your desktop to another location

1. If the desired location is not visible, click and drag the record to the location's task bar item at the bottom of the screen.

2. Without releasing the record, pause over the task bar item, and the application will appear in the foreground.

3. Once the location is visible, move your cursor over the location and release the record.

   A shortcut to the selected record is now created.

To generate a Siebel shortcut using the menu options

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

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, copy the URL.

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

5. Create a shortcut on your operating system using the URL copied in 3.

   For information about creating shortcuts on your operating system, refer to your operating system's online help.