Siebel CRM Desktop for IBM Notes Administration Guide > Customizing Siebel CRM Desktop >

Overview of Customizing Siebel CRM Desktop

This topic describes an overview of how to customize Siebel CRM Desktop. It includes the following topics:

• Customizing Field Mapping
• Customizing Synchronization
• Customizing Forms
• Customizing Dialog Boxes
• Customizing Views
• Customizing the SalesBook Control
• Customizing Meta Information
• Customizations That Oracle Does Not Support
• Preparing the Development Environment
• Using Siebel Tools

You can customize Siebel CRM Desktop to do the following:

• Extend the set of data that is available to the user.
• Add custom business logic to support the work that the user performs.

CRM Desktop can synchronize this information with Siebel CRM data in IBM Notes. You can also make the data available to support offline usage if the user possesses limited or no connection to the Internet. You can create an interface where CRM Desktop stores the information the user requires to complete a business process. This configuration allows the user to work in a single application rather than navigating between multiple applications.

CAUTION:  XML files, DXL files, and JavaScript files contain predefined configuration information that is critical to Siebel CRM Desktop operations. If you modify any of these files, then you must be very careful. Only make the minimal modifications that you require. It is recommended that you unit test each change you make.

For more information, see the following topics:

• Files in the Customization Package
• Metadata That Siebel CRM Desktop Uses

Customizing How Siebel CRM Desktop Processes Objects

You can use Siebel CRM Desktop functionality, such as deduplication or data validation, to add custom logic for object processing in IBM Notes. You can also use LotusScript to create your own custom logic. You can use LotusScript to create, delete, or modify objects. You can migrate your Siebel CRM data to IBM Notes, including logic that supports a business process.

You can use a standard CRM Desktop form to display Siebel CRM objects, or you can create a completely new and custom form. A custom form can include native IBM Notes controls, such as a text box.The user can use IBM Notes embedded folders on custom forms to display relationships between Siebel CRM objects. These views are fully configurable and support the functionality of native IBM Notes views.

For more information, see Resolving Synchronization Conflicts.