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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 Outlook item if the user removes the Siebel CRM Desktop add-in depends on if the item is Outlook data or Siebel CRM data, and on the type of object. Siebel CRM Desktop handles objects in the following ways:

  • Shared appointment. Siebel CRM Desktop removes each appointment that originates in Siebel CRM from the Outlook calendar. For an Outlook appointment, it removes any Siebel activities that are related to the Outlook appointment. The appointment no longer displays as shared and no contextual Siebel CRM data is related to the appointment.
  • Shared contact. Because Siebel CRM Desktop cannot determine if a contact is Outlook data or Siebel CRM data, it removes all shared contacts from the user mailbox. It is recommended that you backup or unshare each contact that the user must preserve before the user removes Siebel CRM Desktop.
  • Shared email. Siebel CRM Desktop does not remove an email message that it shares with Siebel CRM. It does remove Siebel activities that are related to a shared email so it no longer displays as shared in Outlook, and so that Outlook does not display any contextual data.
  • Shared task. Siebel CRM Desktop handles a task in the same way that it handles an appointment. It removes each task that originates in Siebel CRM from Outlook. It does not remove a native Outlook task. 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 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 Outlook that you deploy through Siebel CRM Desktop.

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