Siebel Email Administration Guide Version 8.1/8.2
Using Communications Operations ■ Creating Activities for Send Commands
Click the select button to the right of the To field, and explicitly specify an individual person
from the Siebel database for the To field.
Specify page addressing information, including the pager company, paging phone number, and
pager PIN, as appropriate.
Optionally, from the Body drop-down list, choose the name of a communications template (with
a Body type) to insert into the message body.
Field substitution applies to template text when you insert the text into a message. Substitution
functions correctly if the fields exist in the current list or form (containing focus) in the Siebel
You can insert more than one template. Any template you choose is appended to the existing
The listed templates are subject to filtering that is based on channel and other factors. For more
information, see “Visibility and Access for Templates” on page98.
Optionally, enter free-form text to modify or add to the template text.
Optionally, check the spelling for your message.
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” on page 261.
This topic contains the following information:
“Activity Types for Send Commands” on page 277
“Contact Matching for Activity Records” on page 278
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” on page 256.
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.