Table 23. How Siebel CRM Desktop Maps Fields Between Siebel Activities and Outlook Tasks
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Owner |
Owner |
Yes |
For more information, see How Siebel CRM Desktop Maps the Owner Field Between a Siebel CRM Activity and an Outlook Task. |
Type |
The type that the user specifies when the user links a CRM record. The default value is To Do. |
Yes |
If a user shares a task, then Siebel CRM Desktop creates an activity in Microsoft Outlook with a Display in value that includes the following: To Do and Activities
The customization package defines the default value. You can change this value. |
Description |
For more information, see How Siebel CRM Desktop Handles an Item That is Marked Private. |
No |
The customization package defines the value that is set for a private task. Localization resources include this value. |
Priority Values are:
- 1-ASAP
- 2-High
- 3-Medium
- 4-Low
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Outlook priority Values are:
- 1-High
- 2-High
- 3-Medium
- 4-Low
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No |
For more information, see How Siebel CRM Desktop Maps the Priority Field. |
Comments |
Description A private task does not include a description. |
No |
If the Private check box is set to allow a shared task, then Siebel CRM Desktop sets the Comments field to a value that the customization package defines, such as Unavailable. |
Start Date |
Start Date |
No |
The Start Date for an activity is the start date that the user sets for a task. If the user does not enter the start date, then the start date for the activity is also empty. |
Done |
Completed Date |
No |
The Done date is the date that Siebel CRM displays as the Actual End date in the Siebel Web Client. |
Completed flag |
Completed flag |
No |
Not applicable. |
Due |
Due Date |
No |
Not applicable. |
Percent complete |
Percent complete |
No |
The value of the Percent complete field is related to the status. For more information, see How Siebel CRM Desktop Maps the Status Field of an Activity. |
Status |
Status |
No |
For more information, see How Siebel CRM Desktop Maps the Status Field of an Activity. |
Account |
Account association that the user specifies when the user links a CRM record. |
No |
Not applicable. |
Opportunity |
Opportunity association that the user specifies when the user links a CRM record. |
No |
Not applicable. |
Contacts |
Contact association that the user specifies when the user links a CRM record. |
No |
Not applicable. |
Created by |
User ID of the employee who creates the activity. |
Yes |
Not applicable. |
Created Date |
Timestamp of when the activity is created. |
Yes |
Not applicable. |
