Table 1. What's New in Siebel CRM Desktop for Microsoft Outlook Administration Guide, Version Version 8.0, Rev A
|
|
How Siebel CRM Desktop Uses the Microsoft Exchange Server |
Modified topic. Includes more details about how Siebel CRM Desktop uses the Microsoft Exchange Server. |
How Siebel CRM Assigns the Meeting Organizer |
New topic. Describes how Siebel CRM assigns the meeting organizer. |
How Siebel CRM Desktop Handles an Appointment |
Modified topic. Describes how Siebel CRM Desktop uses keys to correlate a Siebel CRM activity with PIM data in Microsoft Outlook. |
How Siebel CRM Desktop Prevents Data Loss if the User Deletes Customization Package Files |
New Topic. If the user deletes customization package files, then Siebel CRM Desktop restores the customization package files from local storage. |
Administering Metadata Files |
Modified topic. You are no longer required to add one metadata file at a time. You can now upload all metadata files at one time. Also, the number of metadata files you must upload has changed, including files for individual languages. |
Uploading All Metadata Files at One Time |
New topic. You can upload all metadata files at one time. |
Guidelines for Assigning a Responsibility to a Customization Package |
Modified topic. A customization package requires a responsibility. A customization package cannot contain another customization package. A metadata file can belong to more than one customization package. |
Caution About Changing the Default Mail Delivery Location |
New topic. You must not change the default email delivery location in the Microsoft Outlook profile where you install Siebel CRM Desktop. |
Changes That Siebel CRM Desktop Makes During Installation |
New topic. Describes changes that Siebel CRM Desktop makes during installation of Siebel CRM Desktop to the file system, Windows Registry, and settings in Microsoft Outlook. |
Customizing How Siebel CRM Desktop Connects to the Internet |
New topic. You can customize how Siebel CRM Desktop connects to the Internet. |
Customizing How Siebel CRM Desktop Shares Native Microsoft Outlook Items |
New topic. You can customize Siebel CRM Desktop to share or not share any new native Microsoft Outlook items that the user creates in Microsoft Outlook. |
Guidelines for Installing the Siebel CRM Desktop Add-In for Multiple Users |
Modified topic. Includes new instructions. |
Controlling the Synchronization Intervals That Siebel CRM Desktop Displays in the Synchronization Tab |
New topic. Describes how to control the synchronization intervals that Siebel CRM Desktop displays in the Synchronization Tab of the CRM Desktop - Options dialog box. |
Controlling the Fields That Are Available in a Filter |
New topic. To control the fields that are available in a filter, you use the IsHidden property of the field in the siebel_meta_info.xml file. |
Controlling How Siebel CRM Desktop Converts Contacts |
New topic. First Run Assistant prompts the user to convert Microsoft Outlook contacts to Siebel CRM contacts. You can disallow this feature. |
How the Number of Deleted Records Determines Delete Confirmation |
New topic. Describes how the number of records that the user has deleted determines whether or not Siebel CRM Desktop displays the Confirm Synchronization tab. |
Configuring the Exclusions List |
New topic. The Exclusions List allows the user to exclude an individual record from synchronization. You can configure how Siebel CRM Desktop uses this list. |
Controlling How Siebel CRM Desktop Handles an Archived Item |
New topic. If Microsoft Outlook archives an item, then Siebel CRM Desktop interprets this action as a deletion, and it deletes the corresponding Siebel CRM record in the Siebel database. You can control this behavior. |
Troubleshooting Problems That Occur with Siebel CRM Desktop |
New topic. Describes how to troubleshoot problems that occur with Siebel CRM Desktop. It includes several new troubleshooting topics and a topic that describes how to enable SOAP dumps. |
JavaScript Files in the Customization Package |
New topic. Describes the JavaScript files that Siebel CRM Desktop includes in the customization package. |
Customizing Language for the Forms Files |
New topic. To customize the behavior of the forms_xx.xml file that comes predefined with Siebel CRM Desktop, you can use a forms file that is specific to a language. |
Customizing the Product Name |
New topic. You can customize the product name that Siebel CRM Desktop displays in the client. |
Making a Field in Siebel CRM Desktop Read-Only |
New topic. You can make a field in Siebel CRM Desktop read-only. |
Adding a Default Value to a Field in Siebel CRM Desktop |
New topic. Describes how to configure Siebel CRM Desktop to populate a field with a default value when the user creates a new record. |
Preventing the User From Deleting Records |
New topic. You can configure Siebel CRM Desktop to prevent the user from deleting records in the Siebel CRM Desktop client. |
Defining Validation Rules for a Phone Number |
Modified topic. Includes new XML code. |
Process of Adding a Predefined Siebel Picklist to Siebel CRM Desktop |
New topic. You can add a picklist to Siebel CRM Desktop. |
Process of Adding an MVG Field |
New topic. You can add an MVG field to Siebel CRM Desktop. |
How Siebel CRM Desktop Handles an Item That is Marked Private |
New Topic. Siebel CRM does not display the contents of an item to any user who interacts with the Siebel Server except the item owner. |
XML Code That Defines a Set of Custom Fields |
Modified topic. Includes new XML code. |
XML Code That Defines a Many-To-Many Relationship |
Modified topic. Includes new XML code. |
How CRM Desktop Maps the Private Field of an Activity |
Topic removed. The user cannot share a private Microsoft Outlook appointment or task in Siebel CRM Desktop. These items are not synchronized with the Siebel Server. |
How CRM Desktop Maps the Alarm and Alarm Lead Fields |
Topic removed. Siebel CRM Desktop no longer synchronizes reminders with Siebel alarms. |
