Setting Up Categories for Siebel Email Response

After creating the catalog, you must set up categories for Siebel Email Response. To set up categories, complete the procedures in this topic.

When setting up categories, first create the categories in a catalog.

To create a category in a catalog

1. Navigate to the Administration - Catalog screen, then the Catalog Administration view.

2. In the Catalogs list, select the appropriate catalog, and click the link in the Name field.

3. In the Categories list, create a new record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Description
   Name	Type the name of the category. Enter the name that you assign to your templates and solutions during the planning process. Enter a name that clearly describes the templates to associate with the category.
   Display Name	Type the category name as you want it to appear to the agents.
   Effective Start Date Effective End Date	Select the dates that determine when the category is in effect.