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How Siebel CRM Desktop Maps the Owner Field Between a Siebel CRM Activity and an Outlook Task


This topic describes how Siebel CRM Desktop maps the owner field between a Siebel CRM activity and an Outlook task. The following logic applies:

  • If a shared task is assigned to another employee, then Siebel CRM Desktop sets the assignee as the owner of the activity.
  • If a shared task is assigned to a number of employees, then Siebel CRM Desktop sets each assignee as the owner of their own activity.
  • If a shared task is assigned to a shared contact or to an external person, then Siebel CRM Desktop sets the employee who created the task as the owner of the activity.
  • If a task is created by an external person and assigned to an employee, and if this employee shares the task, then Siebel CRM Desktop sets the employee as the owner of the activity.
  • If an external person who is not a Siebel employee sends a task to a number of employees who are Siebel CRM Desktop users, then Siebel CRM Desktop sets each employee as the owner of the activity and adds the remaining employees to the employee team. Siebel CRM Desktop performs this work after each employee accepts and shares the task.
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