Preferences for Send Email Category

This topic is part of Preference Settings for Outbound Communications.

This topic contains information about the outbound communications preferences in the Send Email category. These preferences apply to using some or all of the following Send commands: Send Email, Send Fax, Send Wireless Message, or Send Page. Also refer to the settings under the Advanced Features category.

The Send Email category includes the following preferences:

Upon Sending Messages Generate. Specifies activity generation for messages sent using the Send Email, Send Fax, Send Wireless Message, and Send Page commands. For more information, see Creating Activities for Send Commands.
The drop-down list displays the following values:
- Public activities. Sets the Internal flag to FALSE for activity records that sent outbound messages generate. The Internal flag restricts visibility of activity records.
- Private activities. Sets the Internal flag to TRUE for activity records that sent outbound messages generate.
- No activities. Specifies that sent outbound messages do not generate activity records.
Default Profile. Specifies the default communications profile for a user for the Send Email and Send Fax commands.

The default profile information is copied to the From field in the Send Email and Send Fax windows. Alternatively, agents can specify the profile.

The profile provides access to the communications driver (the Internet SMTP/IMAP Server or Internet SMTP/POP3 Server driver) that serves as the interface from the Siebel CRM deployment to the email or fax server. For the Send Email and Send Fax commands, the profile handles outbound communications using the SMTP protocol.

The visibility applicable to the user determines the profiles that are available for selection. A profile is available in the following scenarios:
- The user created the profile for personal use in the My Profiles view of the Communications screen.
- The user’s responsibility is one of the responsibilities associated with the profile.
In the Mobile screen, you associate profiles applicable to wireless messages with the recipient’s mobile device. For more information, see Specifying Settings for Mobile Devices.
Default Recipient Class. Specifies the default choice for where recipient email or fax address information is populated for the Send Email and Send Fax commands. Choices are To, Cc, and Bcc.

For example, an individual user might generally want to populate recipients to the To field. However, depending on the user’s typical activities and on your company’s business needs, it might be more appropriate to populate recipients to the Cc or Bcc field instead of the To field.
Email Client. Specifies whether to use a supported third-party email client application for the Send Email command. If you do not specify a third-party option, then you can use the native Siebel email client. (You do not need to specify any value if the administrator sets a global setting.)

Available options follow:
- Microsoft Outlook. Specifies that you use Microsoft Outlook for the Send Email command.
- Siebel Email Client. Specifies that you do not use a third-party email client. You use the email client option that Siebel CRM provides. This option is also referred to as the native Siebel email client.
- External Email Client. Specifies that you use an external email client for the Send Email command.
The administrator must perform additional configuration and integration steps for each option. For more information, see Managing Integrations with Email and Fax Servers and Configuring Client-Side Integration for Send Email Command.
Default Message Format. Specifies whether you can format and send email or fax messages composed in the Send Email or Send Fax windows using HTM or only plain text.

Specify the HTML option to enable HTML editing controls for Send Email and Send Fax, or specify Plain Text to edit and send messages as only plain text.

When the default message format is HTML, formatting is preserved for email and fax messages you send. Email messages are sent as HTML messages. Fax messages are, of course, sent as facsimiles.

This preference also specifies the templates you can select for Send Email and Send Fax. These templates are based on the setting of the HTML Template check box for each applicable template. HTML templates are listed when the default message format is HTML, and plain-text templates are listed when the default message format is Plain Text.

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