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