Terms for Siebel Correspondence

The following table includes definitions of terms in this chapter.

Term	Definition
correspondence template	This template is a Microsoft Word file (DOC or HTM). It usually contains one or more merge fields. It must not contain code (including field codes such as ASK) or macros. Typically, this file contains a form letter in which the address and salutation are merge fields that are automatically populated for multiple recipients.
label template	The label template is a correspondence template specifically for a mailing label. You create label templates in much the same way as other correspondence templates, but they are generated using the Generate Label command instead of the Generate Correspondence command.
insertion template	This template is a Word, text, or HTML file. It cannot contain any merge fields.
personal correspondence template	This template is a correspondence template that users create for their own use. Other cannot use it, although the administrator can view, edit, and delete it.
correspondence template record	This record in the Siebel database contains the correspondence template. (The correspondence template is stored in the Siebel File System.) These records appear in the Correspondence Templates and the Personal Templates views.
correspondence record	This record in the Siebel database contains the generated correspondence. A correspondence record must be associated with a correspondence template record. In addition, it can be associated with a label template record.
merge field	Merge fields are placeholders in the correspondence template that are populated with information from records in the Siebel database, such as a contact’s last name. (These fields are also called mail merge fields.)
merge data	Merge data from the Siebel database is copied into the merge fields when correspondence is generated.
SIEBEL.HTML file	Lists the database columns used as merge fields in the most recently generated correspondence. (The file is updated each time correspondence is generated.) When you create correspondence templates in Microsoft Word, you use the SIEBEL.HTML file as the data source file.