I am a business analsyt and I have just been assigned to the implementation of a Siebel 8 system on Oracle. (No previous Siebel experience)
We are trying to find a way to send letters out to accounts. They need to:
1. Include fields from Siebel and standard text (I.e. like a mail merge)
2. be sent based on specific criteria (some of the criteria includes customised fields),
3. Generated in bulk (there are too many to be created individually)
4. Attached to the account record (so we have a record of the correspondence sent to the account).
We have been informed by the consulting company that is providing the implementation that this is not technically feasible using Siebel/Oracle.
We have been told that
A. Correspondence templates will provide us with the bulk generation but will not provide us with the customised criteria and will not automatically attach the letter to the account record.
B. Proposals will allow us to attach the record to the account record, but will not allow us to generate the letters in bulk.
They have suggested using Microsoft Word to do a mail merge in bulk or to use proposals to create the letter individually.
Does anyone know of a way to meet all four of our requirements using Siebel?
Thank you heaps,