Siebel Config: Siebel Email OutBound support to MS Outlook

最新推荐文章于 2020-05-05 17:20:49 发布

最新推荐文章于 2020-05-05 17:20:49 发布 · 125 阅读

本文档指导如何正确配置Microsoft Outlook以实现与Siebel Call Center应用的集成。确保安装了正确的Outlook版本，并按步骤调整uagent.cfg文件中的设置。通过登录应用并设置特定的用户偏好来启用邮件客户端自动化。

Before you begin to config your application, please ensure you have installed MS Outlook NOT Outlook Express.

Ensure the following are set in uagent.cfg in client/bin directory:
[InfraUIFramework]
EnableWebClientAutomation = TRUE
EnableEmailClientAutomation = TRUE

- Log in to Call Center application as SADMIN
- Go to Tools > User Preferences > Outbound Communications and set the following:
Email Client: Microsoft Outlook
Siebel/Outlook Form: IPM.Note.siebel

- Save record, log out.
- Log back in again as SADMIN
- Click on Contacts screen
- Click Contact List View
- Drilldown onto Contact Last Name
- Click More Info View tab
- Press F9
- Choose message template, e.g. Contact Information, click OK
- Outlook email message opens