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How Siebel CRM Desktop Handles Items If the User Removes the Siebel CRM Desktop Add-In


If the user removes the Siebel CRM Desktop add-in, then Siebel CRM Desktop completely removes all Siebel CRM data. How Siebel CRM Desktop handles a shared Microsoft Outlook item when the user removes the Siebel CRM Desktop add-in depends on if the item is Microsoft Outlook data or Siebel CRM data, and on the type of object. Siebel CRM Desktop handles objects in the following ways:

  • Shared appointments. Siebel CRM Desktop removes appointments that originate in Siebel CRM from the Microsoft Outlook calendar. For a Microsoft Outlook appointment, it removes any Siebel activities that are related to the Microsoft Outlook appointment. The appointment no longer displays as shared and no contextual Siebel CRM data is related to the appointment.
  • Shared contacts. Because Siebel CRM Desktop cannot determine if a contact is Microsoft Outlook data or Siebel CRM data, it removes all shared contacts from the user mailbox. It is recommended that you backup or unshare contacts that the user must preserve before removing Siebel CRM Desktop.
  • Shared emails. Siebel CRM Desktop removes Siebel activities that are associated with shared emails so they no longer display as shared in Microsoft Outlook, and so that Microsoft Outlook does not display any contextual data.
  • Shared tasks. Siebel CRM Desktop handles tasks in the same way that it handles appointments. Siebel CRM Desktop removes tasks that originate in Siebel CRM from Microsoft Outlook. Siebel CRM Desktop does not remove a native Microsoft Outlook task. Microsoft Outlook does not display the task as a shared task, and it does not display any Siebel CRM data that is related to the task.

An Unshared Item Is Not Affected If the User Removes Siebel CRM Desktop

If the user removes Siebel CRM Desktop, then an unshared item is not affected. If the user shares an item in Microsoft Outlook, unshares it, and then synchronizes with the Siebel Server before the user removes Siebel CRM Desktop, then the item is not shared. This item is not affected if the user subsequently removes Siebel CRM Desktop. This situation occurs because Siebel CRM Desktop only deletes Siebel CRM data and extensions to Microsoft Outlook that you deploy through Siebel CRM Desktop.

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