Sending Email Packages to Recipients

The recipient communications user properties send email packages. A generic recipient is a generic name for a person instead of the actual name, email address, or fax number. Service Request Owner is an examples of a generic recipient. Contact Name is another example. Siebel CRM gets values for these generic recipients from user properties, and then displays them as a list of recipients in the Pick Recipient applet.

You can configure this list of generic recipients. This configuration is similar to the set of templates that Siebel CRM lists in the Body drop-down list in the Send Email or Send Fax dialog boxes except that Siebel CRM adds recipients through child user properties.

For example, the user can choose Service Request Owner or Service Request Contact for recipients when this user creates an email or fax for a service request. For a contact record, the user might choose only Contact Name. Siebel CRM does not list the actual name in the Pick Recipient applet. Instead, it gets the name and corresponding fax number or email address from fields that reside in the current business component record. For example, a contact can include a name, email address, and a fax number.

Siebel CRM can also use a join to get the recipient information from a record that resides in another business component. For example, Siebel CRM gets recipient information for the Service Request Owner in a service request from an employee record and recipient information for the Service Request Contact from a contact record. These fields reference joins from the service request record.