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How Siebel CRM Desktop Transforms a Recurring Event That Matches a Siebel Recurrence Pattern


Table 44 describes how Siebel CRM Desktop transforms a recurring event that matches a Siebel recurrence pattern.

Table 44. How Siebel CRM Desktop Transforms a Recurring Event That Matches a Siebel Recurrence Pattern
Action in Microsoft Outlook
Work That Siebel CRM Desktop Performs

The user creates a recurring event that matches a Siebel recurrence pattern.

Creates a corresponding Siebel CRM recurrent activity.

The user changes a single occurrence for a recurrent event that matches a Siebel recurrence pattern.

CRM Desktop does the following work in Outlook:

  • Adds the date of the exception that changed to the exceptions list for the target activity.
  • Adds the new, nonrecurrent activity to the newly created calendar item in Outlook.

The user changes a recurrent event that matches a Siebel recurrence pattern.

Changes the corresponding Siebel CRM recurrent activity.

The user deletes a single occurrence for a recurrent event that matches a Siebel recurrence pattern.

CRM Desktop does the following work in Outlook:

  • Adds the date of the exception to the exceptions list for the target activity.
  • Deletes this single occurrence of the activity.

The user changes a recurrent event that matches a Siebel recurrence pattern into an event that does not recur.

Changes the corresponding Siebel CRM activity to an activity that does not recur.

The user changes a recurrent event that matches a Siebel recurrence pattern into a recurrent event that does not match any Siebel recurrence patterns.

CRM Desktop does the following work in Outlook:

  • Changes the corresponding Siebel CRM activity. It uses the Siebel recurrence pattern that contains the longest interval between occurrences and that can incorporate all occurrences of the chosen Outlook pattern.
  • To match Outlook and Siebel calendars, it identifies the list of exceptions for this activity.
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