Attaching Emails and Email Attachments to Records

To attach Microsoft Outlook emails or email attachments to records

1. Download the Outlook to Siebel Drag and Drop add-in, and then double click Outlook_Add-in_for_Siebel.exe to install the add-in.

   Restart Microsoft Outlook for the add-in to take effect. In the Microsoft Office client, verify that the Outlook to Siebel Drag and Drop add-in is installed successfully.

   Note: In Siebel CRM 17.0, support for Outlook to Siebel Drag and Drop has been enhanced. For more information, see the topic about Installing Outlook to Siebel Drag and Drop on Client Computers in Siebel Installation Guide.

2. Log in to your application.

3. Navigate to the Activities screen, drill down on the activity to which you want to attach emails or email attachments, and then go to the Attachments view for the selected activity.

   The Attachments list appears.

4. Now go to your Microsoft Outlook email client and locate the emails or email attachments that you want to attach to the activity record in your application.

5. With both your application and the Microsoft Outlook email client open on-screen, do one or more of the following as required:

   • Select one single email from Microsoft Outlook and with the mouse button depressed, move the email into your application and then release the mouse button.

   • Select multiple emails from Microsoft Outlook and with the mouse button depressed, move the emails into your application and then release the mouse button.

   • Select an email attachment from Microsoft Outlook and with the mouse button depressed, move the email attachment into your application and then release the mouse button.

   Any Microsoft Outlook emails or email attachments that you attach to records in your application appear in the Attachments list.