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Defining the URL That Siebel CRM Desktop Uses to Open the Siebel Web Client

You can define the URL that Siebel CRM Desktop uses to open the Siebel Web Client when the user clicks the Siebel icon on the CRM Desktop toolbar. To examine more details about the record, the user can navigate to the Siebel Web Client from the context of a record in Microsoft Outlook. This feature is useful when the user must perform work that requires data from the Siebel Web Client that is not available in Microsoft Outlook. Siebel CRM Desktop does the following work:

• Opens a new browser window for the Siebel Web Client when the user clicks the Siebel icon on the CRM Desktop toolbar, or when the user clicks the Siebel icon on the Extension Bar of the form. Siebel CRM Desktop displays the detail form of the record that is currently chosen in Microsoft Outlook. For example, a contact, an opportunity, or an account. A Siebel URL that you can define determines the browser window that Siebel CRM Desktop opens.
• If the user clicks the record but the record does not reside on the Siebel Server, or if the user does not possess visibility to this record, then Siebel CRM Desktop displays a message similar to This Record is Not Found in Siebel. This situation can occur if the user creates the record in Microsoft Outlook but the record is not synchronized to the server.
• Does not display the button if the user chooses a contact that is not shared in Microsoft Outlook.
• Does not display the button if the user chooses a native Microsoft Outlook contact in Microsoft Outlook.
• Displays an error message in the Siebel Web Client if the user does not possess direct visibility to the record. The user responsibility determines this visibility.

For more about:

• Caution information, see Customizing Meta Information
• Templates, see the information about the open_with_url_tmpl variable in Setting Behavioral Limits for Siebel CRM Desktop

To define the URL that Siebel CRM Desktop uses to open the Siebel Web Client

1. Use an XML editor to open the siebel_meta_info.xml file.

   For more information, see About Files in the Customization Package.

2. Locate the definition of the object type for the TypeId attribute of the object tag.

   Examples of these object types include account, contact, opportunity, activity, and so forth.

3. Modify and then insert the open_with_url_tmpl tag in the object element of the object type that Siebel CRM Desktop must open in the Siebel Web Client.

   For more information, see Open_with_url_tmpl Tag of the siebel_meta_info.xml File.

4. Repeat Step 1 and Step 3 for each type of object that Siebel CRM Desktop must open in the Siebel Web Client.