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Configuring Default Templates for Send Email Command

This topic describes how to configure a default communications template for an applet. You use this communications template with the Send Email command (F9 shortcut). A default template is preselected and populates the message area when the Send Email command is invoked. The default template is based on the current (active) applet at the time the command is invoked. For more information about communications templates, see Configuring Communications Templates.

To specify that a specific email template is the default for a given applet, specify the template name as the value for the Mail Template applet property for the applet. You do this in Siebel Tools. For more information about using Siebel Tools, see Using Siebel Tools, Configuring Siebel Business Applications, and Siebel Developer's Reference.

For example, by default, the email template Service Request Assignment is associated in this manner with the applet Service Request List Applet and with other applets that display service request records in the Service screen.

When the Mail Template applet property is set for an applet, and the repository changes are compiled and distributed, users do not need to explicitly select the template from the Body drop-down list when they use the Send Email command and this applet is active.

Setting a default template for the Send Email command overrides template visibility by channel. For example, if a template is specified as the default email template for Change Request applets, then this same template is also the default template for these applets for the fax and wireless message channels (using the Send Fax and Send Wireless Message commands).