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How Siebel CRM Desktop Transforms a Repeating Calendar Entry That Matches a Siebel Repeating Pattern


Table 43 describes how Siebel CRM Desktop transforms a repeating Calendar entry that matches a Siebel CRM repeating pattern.

Table 43. How Siebel CRM Desktop Transforms a Repeating Calendar Entry That Matches a Siebel CRM Repeating Pattern
Action in IBM Notes
Work That Siebel CRM Desktop Performs

The user creates a repeating Calendar entry that matches a Siebel repeating pattern.

Creates a corresponding Siebel CRM repeating activity.

The user changes a single occurrence for a repeating Calendar entry that matches a Siebel repeating pattern.

CRM Desktop does the following work in IBM Notes:

  • Adds the date of the exception that changed to the exceptions list for the target activity.
  • Adds the new, nonrepeating activity to the newly created calendar entry in IBM Notes.

The user changes a repeating Calendar entry that matches a Siebel repeating pattern.

Changes the corresponding Siebel CRM repeating activity.

The user deletes a single occurrence for a repeating Calendar entry that matches a Siebel repeating pattern.

CRM Desktop does the following work in IBM Notes:

  • Adds the date of the exception to the exceptions list for the target activity.
  • Deletes this single occurrence of the activity.

The user changes a repeating Calendar entry that matches a Siebel repeating pattern into the Calendar entry that does not repeat.

Changes the corresponding Siebel CRM activity to an activity that does not repeat.

The user changes a repeating Calendar entry that matches a Siebel repeating pattern into a repeating Calendar entry that does not match any Siebel repeating patterns.

CRM Desktop does the following work in IBM Notes:

  • Changes the corresponding Siebel CRM activity. It uses the Siebel repeating pattern that contains the longest interval between occurrences and that can incorporate all occurrences of the chosen IBM Notes pattern.
  • To match IBM Notes and Siebel calendars, it identifies the list of exceptions for this activity.
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