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Overview of Customizing Siebel CRM Desktop

This topic describes an overview of how to customize Siebel CRM Desktop. It includes the following topics:

• About Customizing Siebel CRM Desktop
• About Customizing Field Mapping
• About Customizing Synchronization
• About Customizing a Form
• About Customizing a Toolbar
• About Customizing a Dialog Box
• About Customizing a View
• About Customizing the SalesBook Control
• About Customizing Meta Information
• Using Siebel Tools

CAUTION:  XML files and JavaScript files contain predefined configuration information that is critical to Siebel CRM Desktop operations. If you modify any XML or JavaScript file, then you must be very careful. Only make the minimal modifications that you require. It is recommended that you unit test each change you make.

For more information, see the following topics:

• Files in the Customization Package
• Metadata That Describes the Siebel CRM Desktop Application.
• Troubleshooting Problems That Occur When You Customize Siebel CRM Desktop