1. Business Process Framework: Workflow Guide
  2. Consolidating Email Messages

Consolidating Email Messages

If you configure Siebel CRM to consolidate messages, then it sends one email to the recipient that includes information about multiple actions rather than sending information about multiple actions in multiple emails. For example, you can define a Workflow Policy that sends an email to a sales director each time a sales representative sends a quote that includes a discount over 30%. If 20 sales representatives send quotes that include the 30% discount, and if the Batch Mode field is:

  • Checked (selected), then the sales director receives one email that lists the 20 quotes.

  • Not checked (not selected), then the sales director receives 20 email messages.

To consolidate email messages

  1. In the Siebel client, navigate to the Administration - Business Process screen, then the Actions view.

  2. Make sure the Consolidate field in the Actions list contains a check mark.