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Administering an Appointment That a Non-Siebel User Creates

To administer an appointment that a non-Siebel user creates, such as an invitation from an external contact, you can use Siebel Multi-Org (multiple organization). For more information, see How Siebel CRM Assigns the Meeting Organizer.

To administer an appointment that a non-Siebel user creates

1. Log in to the Siebel client with administrator privileges.
2. Navigate to the Administration - Application screen, and then the System Preferences view.
3. In the System Preferences list, query the System Preference Name property for Generic Siebel Owner.

   If you do not specify the Generic Siebel Owner parameter, then Siebel CRM sets each user who shares this meeting as the Activity Owner. If more than one of these users synchronizes the same Microsoft Outlook meeting, then duplication error occurs.

4. In the System Preference Value field, enter a user name.

When you enter the value in the System Preference Value field, use the following guidelines:

• Make sure the user you specify as the Generic Siebel Owner is associated with all organizations. This allows any other user who creates a shared meeting to choose the user. If the user you specify as the Generic Siebel Owner is not associated with all organizations, then the selection that the user makes fails and Siebel CRM Desktop displays an error that indicates the user cannot choose the current record.
• Do not specify a real user as the Generic Siebel Owner. If you specify a real user as the Generic Siebel Owner, then this user receives all the appointments that match the criteria.
• It is recommended that you specify SADMIN as the Generic Siebel Owner for the following reasons:
  • SADMIN is not a real user.
  • Users are accustomed to viewing records that SADMIN creates.