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About Creating, Modifying, or Deleting a To Do Record


You can add a new to do activity, change an existing to do activity, or remove a to do activity in either the Siebel application or in Microsoft Outlook. Synchronization is automatic except in the following instances:

  • If your administrator has enabled the Opt-in feature, you must enter a valid value in the Category field to indicate that the task is to be synchronized. For additional information, seeAbout Using the Opt-in Feature.
  • If you select the Private check box for the record, and if the administrator has enabled the Ignore private records option for the To Do domain, the record is not synchronized. For additional information, see About the Ignore Private Records Feature.
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About Using SSSE with To Do Records

Siebel Server Sync Guide