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How Siebel CRM Desktop Resolves Participants and Email Recipients of an Activity

This topic describes how Siebel CRM Desktop resolves participant lists and email recipients in Microsoft Outlook calendar.

How Siebel CRM Desktop Resolves Attendees of a Meeting

Siebel CRM Desktop does the following work:

• If the meeting organizer adds an email in the To line, then Siebel CRM Desktop creates an association with an employee or contact.
• If the meeting organizer uses an MVG (multi-value group) in the meeting form to add an association, then Siebel CRM Desktop adds the email address to the To line.
• If the meeting organizer uses an MVG in the activity form to add an association, then Siebel CRM Desktop does not update the To line. This allows the user to associate the Siebel CRM activity with a contact but not invite the contact to the meeting.

How Siebel CRM Desktop Resolves a Task Owner and Assignees of a Task

Siebel CRM Desktop does the following work:

• Resolves assignees in the To field into employees and contacts.
• Does not add the email addresses to the To field if associations to employees or contacts are made through the Employee or the Contact MVG dialog box for the activity that is linked to a shared task. Creating an association with an employee or a contact does not assign the task to this employee or contact.

How Siebel CRM Desktop Resolves Recipients of an Email

Siebel CRM Desktop does the following work:

• If the user shares an email that a user manually sent to or received from a contact, then Siebel CRM Desktop does the following:
  • Resolves the recipients and sender of the email into contacts.
  • Suggests associations for resolved contacts for the email activity.
  • Suggests a list of accounts and opportunities that are related to the resolved contacts.
  • If the user chooses an account or opportunity, then Siebel CRM Desktop associates the account or opportunity to the activity that the user creates from the email.
• If an email activity is created automatically, then Siebel CRM Desktop does the following:
  • Resolves the email recipients and sender into contacts.
  • Associates these contacts with the email activity.
  • Of these contacts, Siebel CRM Desktop creates the following associations for the first contact it encounters that contains a check mark in the Save Correspondence option:
    • Associates this contact as the primary for the activity
    • Associates the primary account for this contact with the activity
  • If the user sends a shared email, then Siebel CRM Desktop does the same processing except it does not resolve the sender as a contact.
  • If the user manually associates the shared email with a Siebel CRM record before the user sends the email, then the automail processing feature does the following work:
    • Preserves the associations that the user makes
    • Updates the email activity with contact associations that Siebel CRM Desktop resolves from the email addresses of the recipients.
• If, to associate a contact, the user uses the Contact MVG dialog box for an activity that is linked to a shared email, then Siebel CRM Desktop does not add email addresses to the To field. An association that is created to a contact does not update the recipients list for the email message.