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How Siebel CRM Desktop Handles Items If the User Removes the CRM Desktop Add-In


If the user removes the CRM Desktop add-in, then Siebel CRM Desktop completely removes all Siebel CRM data. How CRM Desktop handles a shared IBM Notes item if the user removes the CRM Desktop add-in depends on if the item is IBM Notes data or Siebel CRM data, and on the type of object. CRM Desktop handles objects in the following ways:

  • Shared calendar entry. Removes each calendar entry that originates in Siebel CRM from the IBM Notes calendar. For the IBM Notes calendar entry, it removes any Siebel activities that are related to the IBM Notes calendar entry. The calendar entry no longer displays as shared and no contextual Siebel CRM data is related to the calendar entry.
  • Shared contact. CRM Desktop cannot determine if a contact is IBM Notes data or Siebel CRM data, so it removes all shared contacts from the Personal Address Book (PAB) mailbox for the user in IBM Notes. It is recommended that you unshare every contact that the user must preserve before you remove the CRM Desktop add-in.
  • Shared email. Does not remove an email message that CRM Desktop shares with Siebel CRM. It does remove Siebel activities that are related to a shared email so it no longer displays as shared in IBM Notes, and so that IBM Notes does not display any contextual data.
  • Shared To Do item. Handles a To Do item in the same way that it handles a calendar entry. It removes each To Do item that originates in Siebel CRM from IBM Notes. It does not remove a native IBM Notes To Do item. IBM Notes does not display the To Do item as a shared To Do item and it does not display any Siebel CRM data that is related to the To Do item.

How CRM Desktop Handles Unshared Items If the User Removes Siebel CRM Desktop

If the user removes Siebel CRM Desktop, then an unshared item is not affected. If the user shares an item in IBM Notes, unshares it, and then synchronizes with the Siebel Server before the user removes Siebel CRM Desktop, then the item is not shared. This item is not affected if the user subsequently removes CRM Desktop. This situation occurs because CRM Desktop only deletes Siebel CRM data and extensions to IBM Notes that you deploy through CRM Desktop.

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