Creating Communications Profiles for Personal Use

Each user can create profiles for personal use in the My Profiles view of the Communications screen. Such profiles are available to only the user who creates them.

Note: By default, end-user responsibilities such as Email Response Agent and Universal Agent do not have access to the My Profiles view (CommSrv CM Profile Personal View). Administrators can add this view to any responsibility, as required.

Profiles that users create are generally applicable only to the Send Email and Send Fax commands. Administrators must generally create profiles for the Send Wireless Message command. For more information about using these commands, see Using Send Commands to Send Messages.

Communications administrators, who create communications profiles for various purposes, can provide guidance to users about creating personal profiles. These administrators can address the following issues:

• Naming personal profiles.

• The drivers for which to create profiles. For more information about communications drivers and profiles, see Communications Drivers Provided with Siebel CRM and Process of Setting Up Communications Driver Profiles.

• The profile parameters and the override values. For more information about communications drivers provided with Siebel CRM and about driver parameters for which you can provide override values in profiles, see Managing Email, Fax, and Other Communications Products.

• Using personal profiles.

To create a communications profile for personal use

1. Navigate to the Communications screen, then the My Profiles view.

   The Profiles list displays the profiles that you created.

2. In the Profiles list, add a new record.

3. Enter the name of the profile.

   The name can be any unique name among existing profiles. Existing profiles include the profiles that you cannot view. Typically, you specify your email address as the name. You also specify this name as a parameter override value for the From Address parameter.

4. Specify a communications driver on which to base this profile.

   For profiles for email or fax, select Internet SMTP/IMAP Server or Internet SMTP/POP3 Server.

5. Specify parameter override values for the profile by performing the following steps:

   1. In the Profile Parameter Overrides list, add a new record.

   2. For the Name field, specify a driver parameter name for which you want to provide an override value.

      For example, if you want to add the From Address parameter, then you might also want to provide a value for the Reply-To Address parameter. In some cases, your administrator might instruct you to add the SMTP Server parameter.

   3. For the Value field, specify the value for the parameter. Note the following examples:

      • For From Address, specify your own email address, using the appropriate form.

      • For Reply-To Address, specify a reply address if it differs from the From Address.

      • For SMTP Server, specify the name of the SMTP server that is to process your outbound email communications.