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How Siebel CRM Desktop Transforms a Recurring Event That Matches a Siebel Recurrence Pattern


Table 29 describes how Siebel CRM Desktop transforms a recurring event that matches a Siebel recurrence pattern.

Table 29. How Siebel CRM Desktop Transforms a Recurring Event That Matches a Siebel Recurrence Pattern
Action in Microsoft Outlook
Work That Siebel CRM Desktop Performs

The user creates a recurring event that matches a Siebel recurrence pattern.

Creates a corresponding Siebel CRM recurrent activity.

The user changes a single occurrence for a recurrent event that matches a Siebel recurrence pattern.

Performs the following work in Microsoft Outlook:

  • Adds the date of the exception that changed to the exceptions list for the target activity.
  • Adds the new, nonrecurrent activity to the newly created calendar item in Microsoft Outlook.

The user changes a recurrent event that matches a Siebel recurrence pattern.

Changes the corresponding Siebel CRM recurrent activity.

The user deletes a single occurrence for a recurrent event that matches a Siebel recurrence pattern.

Performs the following work in Microsoft Outlook:

  • Adds the date of the exception to the exceptions list for the target activity.
  • Deletes this single occurrence of the activity.

The user changes a recurrent event that matches a Siebel recurrence pattern into an event that does not recur.

Performs the following work in Microsoft Outlook:

  • Changes the corresponding Siebel CRM activity to an activity that does not recur.

The user changes a recurrent event that matches a Siebel recurrence pattern into a recurrent event that does not match any Siebel recurrence patterns.

Performs the following work in Microsoft Outlook:

  • Changes the corresponding Siebel CRM 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 Microsoft Outlook and Siebel calendars, Siebel CRM Desktop identifies the list of exceptions for this activity.
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