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Extensions to the IBM Notes User Interface

Siebel CRM Desktop is a composite application that displays Siebel CRM sales data in IBM Notes. To store and display Siebel CRM data, the IBM Notes add-in framework deploys Siebel CRM Desktop to IBM Notes and extends the IBM Notes data model and user interface. Extensions to the IBM Notes user interface allow the user to display Siebel CRM data. The following are some examples of these extensions:

• Custom Actionbar buttons.
• Custom menu items.
• Custom forms that display Siebel CRM data.
• Custom controls that are embedded in IBM Notes forms that display Siebel CRM data.
• Personalization options dialog box.

IBM Notes uses these extensions to allow the user to do a variety of work. The following are some examples of work that the user can do:

• Create new Siebel CRM data in IBM Notes.
• Mark the IBM Notes item to share with the Siebel Server data and related sales data. As an option, it can share or unshare a calendar entry, To Do item, contact, or email message.
• View and edit sales data.
• Start a standard IBM Notes action, such as sending an email or scheduling a meeting in the context of a sales item.

The following are some examples of validation that Siebel CRM Desktop can do when the user enters data:

• Make sure the data type is valid for a given field.
• Make sure each required field includes information.
• Make sure some fields are disallowed, depending on the access rules for conditional data.