Creating Activities for Send Commands

Activity records can be generated for all of the Send commands that you use to send outbound communications. These Send commands include Send Email, Send Fax, Send Wireless Message, and Send Page. For more information about using the Send commands, see Using Send Commands to Send Messages.

This topic contains the following information:

In the Outbound Communications view of the User Preferences screen, you can specify whether to generate activity records for the Send commands and, if so, whether the activity records are public or private. For more information about setting the Upon Sending Messages Generate preference, see Preference Settings for Outbound Communications.

Each activity record documents a communication initiated in the Siebel application. Generally, this activity is also a child record of another record that was current when the command was invoked. For example, if the Send Email command is invoked when a service request record was active, then the activity record for the email message is a child of the service request record and you can access it from the service request. You can populate other fields to complete the activity record to accommodate your company’s use of activities.

Note: For an activity that the Send Email command generates, the Status field is set to Done when the message is sent. If the message is sent to an invalid address, then the sender is notified by email that the message was not delivered. However, the Status field is not updated in this scenario. The activity record is not updated to indicate that a message was not delivered.

The owner for an activity that a Send command generates is the sender of the communication. If the Siebel application can match activity recipients with persons in the Siebel database, then the recipients are contacts. For more information, see Contact Matching for Activity Records.