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How Siebel CRM Desktop Handles a Microsoft Outlook Email Message

Siebel CRM Desktop handles a Microsoft Outlook email message in the following ways:

• Saves the email message as a Siebel CRM activity and sets the activity type to Email - Inbound or Email - Outbound. The customization package specifies the type of activity.
• Sets the Display In value to Communications and Activities.
• Creates one Siebel CRM activity for each Microsoft Outlook email message that is created.
• Allows the user to link the Siebel CRM activity to a Siebel CRM record. For more information, see How a User Can Link a Siebel CRM Record to a Microsoft Outlook Record.
• Saves the first email message as an .msg attachment along with the activity that is created.

If the user deletes the source email message or moves it to a new folder, then Siebel CRM Desktop does not change the activity. Deleting or modifying the activity does not affect the source email.

For more information, see How Siebel CRM Desktop Maps Fields Between Siebel CRM Data and Microsoft Outlook Data.

How Siebel CRM Desktop Handles Siebel CRM Data with Automatic Email Processing

The user can choose the Save Correspondence option for a shared contact with Siebel CRM data. When an email message is received, Siebel CRM Desktop automatically checks the recipients list. If Siebel CRM Desktop finds an email address that matches one or more contacts with the Save correspondence option chosen, then Siebel CRM Desktop automatically creates the corresponding Siebel CRM activity that is then associated with these contacts.

How Siebel CRM Desktop Handles Siebel CRM Data with Manual Email Processing

The user starts manual email processing from the email form. For more information, see How a User Can Link a Siebel CRM Record to a Microsoft Outlook Record.