Siebel CRM Desktop for Microsoft Outlook Administration Guide > How Siebel CRM Desktop Handles Siebel CRM Data > How Siebel CRM Desktop Handles an Activity >

How Siebel CRM Desktop Displays an Activity in Microsoft Outlook

Siebel CRM Desktop displays data for a Siebel CRM activity in Microsoft Outlook in the following ways:

• For a shared appointment, email, or task, Siebel CRM Desktop displays details of the related activity in the native Microsoft Outlook form. For example, the native Microsoft Outlook appointment form displays the following information:
  • The description of the Siebel CRM activity in the Subject field of the native Outlook Calendar item
  • The account that is associated with this Siebel CRM activity in the Account field in the extended area of the form

    For example, to review and change the account, opportunity, contacts, and employees for the Siebel CRM activity that is related to the shared item, the user can use the native Microsoft Outlook form.

• As a list of Siebel CRM activity records that are related to a parent sales record. For example, a list of activities that are related to an account or opportunity.

By default, Siebel CRM Desktop does not display a folder in the user mailbox for an activity. To make this folder visible, you can configure the metadata. For more information, see Type Tag of the siebel_basic_mapping.xml File.