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How Siebel CRM Desktop Transforms a Recurrent Event That Does Not Match a Siebel Recurrence Pattern


Table 30 describes how Siebel CRM Desktop transforms a recurrent event that does not match a Siebel recurrence pattern.

Table 30. How Siebel CRM Desktop Transforms a Recurrent Event That Does Not Match a Siebel Recurrence Pattern
Action in Microsoft Outlook
Work That Siebel CRM Desktop Performs

The user creates a recurrent event that does not match a Siebel recurrence pattern.

Performs the following work in Microsoft Outlook:

  • Creates the corresponding activity. To identify this activity, Siebel CRM Desktop 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 the calendars in Microsoft Outlook and Siebel CRM Desktop, creates the list of exceptions for this activity.

The user changes a single occurrence for a recurrent event that does not match any Siebel recurrence pattern.

Performs the following work in the Outlook Calendar:

  • Creates a new calendar item that is nonrecurrent.
  • Deletes the occurrence that changed for the Outlook calendar item.
  • Creates an exception in Microsoft Outlook for the occurrence date that changed.

Performs the following work in Microsoft Outlook:

  • Adds an exception to the exceptions dates list of the activity.
  • Adds a new activity that does not recur.

The user deletes a single occurrence for a recurrent event that does not match a Siebel recurrence pattern.

Performs the following work in Microsoft Outlook:

  • Adds an exception to the exceptions dates list of the activity.
  • Deletes this single occurrence of the activity.

The user deletes a recurrent event that does not match a Siebel recurrence pattern.

Deletes the corresponding recurrent activity.

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