Creating a New Message

You can create a message using the Message screen.

To create a new message

  1. Navigate to the Messages screen, then the Messaging List view.

  2. In the Messaging List, create a new record, and complete the necessary fields.

    Some fields are described in the following table.

    Field Comments

    Date/Time

    Displays the month, day, year and the hour, minute, second that the message was created. You can edit this field.

    Last Name

    Select the name of the contact to be the message recipient. After a record is saved, you can drill down on this field to navigate to Contacts and More Info.

    First Name

    Displays the first name of the contact record that you select.

    Work Phone #

    Displays the business telephone number of the contact record that you select.

    Mobile Phone #

    Displays the mobile telephone number of the contact record that you select.

    Email

    Displays the email address of the contact record that you select.

    Priority

    Select a value to indicate the message priority. Default values include 1-ASAP, 2-High, 3-Medium, and 4-Low.

    Status

    Select a value to indicate the message status. Default values include New, Read, Delegated, Return Call, and Completed.

    Message

    Type the content of the message.

    Assigned To

    Select the name of the individual to whom you are assigning the message. You can select a default value in the Default Assigned To field in the User Preferences screen. For more information about user preferences, see Siebel Fundamentals.

    Comment

    Type optional text field for additional information.

    Account

    Select the account associated with the message, if applicable.

    Opportunity

    Displays the Opportunity associated with the message, if applicable. You can select an opportunity.

    Alert Type

    Select a value to indicate the alert type for the message. Default values include None, Email, Screen Alert, and Email and Screen Alert.

    Private

    Select the check box to permit only the message creator and recipient to view the message. Clear the check box to permit team members associated with the opportunity, account, contact, and service request to view the message.

    SR #

    Select the Service Request number associated with the message, if applicable.

    Home Phone #

    Displays the home telephone number of the contact record that you select.