Siebel CRM Desktop for Microsoft Outlook Administration Guide > Customizing Siebel CRM Desktop >

Process of Customizing Objects in Siebel CRM Desktop

This topic is a step in Roadmap for Installing Siebel CRM Desktop.

This topic gives one example of customize objects in Siebel CRM Desktop. You might use this feature differently, depending on your business model.

To customize objects in Siebel CRM Desktop, you do the following:

1. Defining the Custom Object
2. Defining Synchronization for a Custom Object
3. Adding Custom Views in Microsoft Outlook
4. Defining the User Interface
5. Defining the Validation Rules
6. Defining Validation Rules for a Phone Number
7. Adding Custom Logic
8. Defining the Toolbar
9. Defining Other Options
10. Defining Logic for the Custom Form

For more information about:

• Overview of XML files that you modify in this example, see Customizing the Siebel CRM Desktop Application.
• Details about tags in XML files that you modify in this example, see XML Files Reference.
• Additional XML code that you use in this example, see Additional Code in the Customization Example.