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About Account-to-Contact Relationships


In a Siebel application, a contact can have multiple associated accounts, but in Microsoft Outlook this is not the case. When synchronizing contact information, only the primary account in the Siebel application is exported or synchronized with Microsoft Exchange Server.

If a new account is added to a business contact record in Microsoft Outlook, that account is made the primary account for that contact when it is synchronized with the Siebel application. Any accounts previously associated with that contact remain associated but are not primary.

If you have installed the Siebel Outlook Add-In, it is recommended that you use it to link Microsoft Outlook business contact records to Siebel accounts. This ensures that the Microsoft Outlook contact record is linked to a valid Siebel account.

CAUTION:  Do not delete the association between an account and a contact in Microsoft Outlook. Delete the association in the Siebel application. The limitation is due to the fact that when you delete the association in Microsoft Outlook, the delete operation causes the next account in line to become the primary account for the contact.

Consider a case where a contact C1 is associated with 10 accounts A1...A10 with A1 being the primary. When this contact is synchronized with Microsoft Exchange, the account A1 becomes the value for the Company field for the contact in Microsoft Outlook.

If the user clears the Company field in Microsoft Outlook, then during the next synchronization cycle, the following occurs:

  • The Company field in Microsoft Outlook is populated with the default account name specified for Siebel business contacts.

    For additional information on setting default account values, see Configuring the Default Account.

  • In the Siebel application, Contact C1 is associated with 11 Accounts (A1...A10 and the default account). Account A1 is still associated with Contact C1 but the default account is now the Primary Account.
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About Using SSSE with Contacts Records

Siebel Server Sync Guide