Install B2C Service SmartTag

B2C Service lets you install a smart tag that recognizes incident reference numbers in email messages.

Before you start

If you are using Outlook 2007, smart tags must be enabled through Tools > Options > Mail Format > Editor Options > Proofing > AutoCorrect Options > Smart Tags.

If you are using Outlook 2010 or 2013, smart tags must be enabled through File > Options > Mail > Editor Options > Proofing > AutoCorrect Options > Actions.

Outlook recognizes certain types of data in your email, and lets you perform actions on that data. B2C Service SmartTag recognizes incident reference numbers in email messages. When you right-click the reference number in an email, the incident automatically opens in B2C Service.

Here's what to do

1. Close Outlook.
2. In B2C Service, click File and select Links > Install Incident Reference Number Smart Tag.
   The SmartTag Setup Wizard opens.
3. Click Next to open the Select Installation Folder window.
   Tip: We recommend that you install SmartTag in the default location of C:/Program Files/Oracle Service Cloud SmartTag.
4. To install SmartTag in a different location, click Browse, select the folder where you want to install SmartTag, and click OK.
5. To see a list of the drives where SmartTag can be installed, click Disk Cost. Click OK when you are finished.
6. Click Next to open the Confirm Installation window.
7. Click Next to begin the installation.
   After the installation is complete, the Installation Complete window opens.
8. Click Close to complete the installation.