Controlling Buttons That Send Email Messages and Set Up Meetings

The contact form in the client includes the following buttons:

• Email to Account Team

• Meeting with Account Team

This topic describes how to configure Siebel CRM Desktop to display these buttons in Outlook 2007. For more information, see Scenario for Managing Account Information.

To control buttons that send email messages and set up meetings

1. Use a JavaScript editor to open the application_script.js file.

2. Locate the following code:

   var account_team_options = helpers.merge_contexts(team_options, 
   {"type_dependence": { "Account": "enabled" } });
   

3. Change the code you located in step 2 following:

   var account_team_options = helpers.merge_contexts(team_options, 
   {"type_dependence": { "Account": "enabled","Contact":"enabled" } });
   

   This code displays the Email to Account Team and the Meeting With Account Team buttons.

4. Use a JavaScript editor to open the package_res_xx.xml file and then add the following code:

   <str key="btn_email_to_contact_team">Email to Contact Team</str>
   <str key="btn_meeting_with_contact_team">Meeting with Contact Team</str>
   

   This code changes the button labels so that they are consistent with the contact information that Siebel CRM Desktop displays in the contact form.

5. Save and then close the application_script.js file.

6. Use an XML editor to open the toolbars.xml file.

   For more information, see Files in the Customization Package.

7. Locate the following object:

   '<custom_ui for="Microsoft.Outlook.Contact">'
   

8. Add the following code to the object you located in step 7

   <button id="email_to_team_contact"label="#btn_email_to_contact_team" 
   size="normal"image="orcl_email_to_team:16" getVisible="get_visible" 
   getEnabled="get_enabled" onAction="button_on_action"/>
   
   <button id="meeting_with_team_contact"label="#btn_meeting_with_contact_team" 
   size="normal" image="orcl_meeting_with_team:16" getVisible="get_visible" 
   getEnabled="get_enabled" onAction="button_on_action"/>
   

9. Save and then close the toolbars.xml file.

10. Open the application_script.js file and then locate the following code:

    var account_team_options
    

11. Add the following code immediately before the code you located in step 10:

    var contact_team_options = helpers.merge_contexts(team_options, 
    {"type_dependence": { "Contact": "enabled" } });
    action_manager.add_action("email_to_team_contact",email_to_team,contact_team_op
    tions);
    action_manager.add_action("meeting_with_team_contact", meeting_with_team, 
    contact_team_options);
    

12. Save and test your changes and then republish the customization package.

    For more information, see Republishing Customization Packages.