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How a User Can Link a Siebel CRM Record to a Microsoft Outlook Record

Siebel CRM Desktop allows the user to change linked values. For example, to choose Siebel CRM records to link with the email, the user can use the email form, and then perform the following work:

• Use the autocomplete feature when the user types in the field.
• Use the autosuggest feature when the user clicks Contact, Account, or Opportunity on the Extension Bar of the email form.
• Choose an item from a Siebel control on any shared Microsoft Outlook item:
  • The Siebel control calls the appropriate dialog box that allows the user to choose one or more records.
  • The dialog box supports creating a new record so long as the permissions on the source dialog box allow that operation.

In another example, Siebel CRM Desktop allows the user to link a Siebel CRM activity to one of the following Siebel CRM records:

• One account
• One opportunity
• Multiple contacts