Enable Call and Sending Email from Siebel

Have you thought if we could call or send email directly from Siebel screen? Suppose a sales person using Siebel if they can call the customer or send them mail instantly from siebel on clicking of some icon beside the contacts telephone number and email id. It can save user a lots of manual work and time. I recently got some opportunity to implement this feature as a part of POC.

So, here we start by identity where can we have this feature in siebel, and there was no double thought but it was Contact Form Applet. Here we go..

1. Create a PR file

• Refer Duncan’s PM/PR Template Generator for creating the skeleton for PR file.
• Renaming the file with ContactPR
• Placing the file in custom folder

2. Manifest entry to register the file

• Adding the file in Manifest File
• Registering the file with Contact Form Applet

3. Updating the ContactPR.js

• Modify the ShowUI function section 
• Identify the controls which information would be used to call and send email

var a1 = controls["Telefoon"];

 var b1 = controls["EmailAddress"];

• Append the icon beside the telephone and email control

• Add event on click of this icons

4. Verification

• Clear cache the browser and verify the change.
• Note - The email feature would work on both desktop as well as mobile device. However calling feature to  work on desktop would require some application like skype to call.

                                          

Happy Learning...