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Siebel CRM Fundamentals Guide
Siebel Innovation Pack 2017, Rev. A
E52425-01
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Creating a Notification

When you create a notification, all connected users you specify receive the message immediately on the date and time you specify for message activation. Mobile users, such as field representatives, receive the activated messages when they synchronize.


Note:

To send a notification, you must have responsibilities that include access to the Message Broadcasts view.

This task is a step in "Process of Administering Notifications".

To create a notification 

  1. Navigate to the Administration - Communications screen, then the Message Broadcasts view.

  2. In the Message Broadcasts list, create a new record, and complete the necessary fields.

    Some fields are described in the following table.

    Parameter Value Comments
    Severity Select the severity level to indicate the importance and appearance of the message. Each severity level is associated with a color. The severity level that you select determines the color of the text in the message.

    If you select a severity of Urgent with Alert, then the user sees a blinking Notification button, and clicks the blinking button to view the message.

    Abstract Type a brief description of the message. When users click the Notification button to access messages, this text appears in the notification pane.
    Message Type the text you want to include in the message. This field accepts up to 2,000 characters. This text appears in the notification pane.
    Recipient Position Select the positions associated with the users to whom to send the message.You can use this field in combination with the Recipient Division field.An employee name appears in the Recipients dialog box if the employee has a defined position and is marked active for that position. If multiple employees occupy the same position, then the message is sent to all of them, although you see only the active employee on the list.Employees with multiple positions see messages sent to any of their positions, regardless of the position associated with their login ID.
    Recipient Division Select the divisions associated with the users to whom to send the message.You can use this field in combination with the Recipient Position field.
    All Select this check box to send the message to all users.
    Activation Date/Time Select the date and time at which you want to start sending the message. If the Activation field is blank, then the message is sent immediately.However, notifications are controlled by the application message interval and login.

    The date and time are taken from the Siebel Server (not from the computer where the client browser runs). Make sure that the date and time are set correctly on the server.

    Expiration Date/Time Select the date and time at which you want to stop sending the message. If the Expiration field is blank, then the message is sent continually.The date and time are taken from the Siebel Server (not from the computer where the client browser runs). Make sure that the date and time are set correctly on the server.
    Broadcast Select this check box to display the message in the notification pane. Clear the check box to hide (not display) the message in the notification pane.
    Briefing Bulletin Select this check box to distribute the message as a bulletin on the My Briefing page. For more information, see Siebel Briefings Administration Guide.
    Allow Dismiss Select this check box to allow users to dismiss (or delete) the message in the notification pane. When you select this check box, Dismiss appears next to the message in the notification pane, and users click Dismiss to dismiss the message.
    Recipient Users Select the users to whom to send the message.If the values that you select in the Recipient Position field and the Recipient Division field are not associated with all of the users to whom you want to send the message, then select the remaining users in this field.