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How Siebel CRM Desktop Handles a Siebel CRM Activity That the User Saves, Changes, or Deletes

Microsoft Outlook internally associates a Siebel CRM activity with an appointment or task. Siebel CRM Desktop applies the following logic if a user saves, changes, or deletes a Siebel CRM activity:

• If the activity does not include an associated item, then Siebel CRM Desktop attempts to find the related Microsoft Outlook item, and then associates it with the activity.
• If the activity exists in Microsoft Outlook, then Siebel CRM Desktop links it to the corresponding Microsoft Outlook item.
• If the activity originates as Siebel CRM data, and if Siebel CRM Desktop cannot find a correlation, then it creates a new Microsoft Outlook item and associates it with the activity. The type of Microsoft Outlook item that Siebel CRM Desktop creates depends on the following value in the Display In field of the activity:
  • If the value in the Display In field is Calendar and Activities, then Siebel CRM Desktop creates an appointment.
  • If the value in the Display In field is To Do and Activities, then Siebel CRM Desktop creates a task.

The mapping that Siebel CRM Desktop creates between the Microsoft Outlook calendar item and the first Siebel CRM activity is the same as that described in How Siebel CRM Desktop Maps Fields Between Siebel Activities and Outlook Calendar, with Siebel CRM Desktop performing the following additions:

• Sets the value in the Show Time As field of the native Microsoft Outlook appointment to Busy
• Sets the appointment label to None