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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