How To Create Correspondence Through Account BC?
Last updated on MARCH 02, 2017
Applies to:Siebel CRM - Version 15.2 [1P2015] and later
Information in this document applies to any platform.
We have currently set up the correspondence module through using Ctrl+L on the Contact BO/BC.
We want to extend this functionality to the Account BO/BC. However, when pressing Ctrl+L in an Account I was expecting that it would fill automatically the Correspondence Recipient with the Primary Contact of the Account.
Since this is not the case, can you please elaborate on how to achieve this functionality via configuration?
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