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How Siebel CRM Desktop Handles IBM Notes To Do items


This topic describes how Siebel CRM Desktop handles data for a native IBM Notes To Do item. For more information, see How Siebel CRM Desktop Maps Fields Between Siebel CRM Data and IBM Notes Data.

If the user:

  • Saves a new IBM Notes To Do item that is shared, then CRM Desktop creates a new Siebel CRM activity.
  • Changes a native IBM Notes To Do item that is shared, then CRM Desktop changes the corresponding Siebel CRM activity.
  • Deletes a native IBM Notes To Do item, and if this user:
    • Is the owner of the activity, then CRM Desktop deletes the corresponding Siebel CRM activity.
    • Is not the owner of the activity, then CRM Desktop removes the user from the employee team. It does not delete the corresponding Siebel CRM activity.
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