Siebel CRM Desktop for IBM Notes Administration Guide > How Siebel CRM Desktop Handles Siebel CRM Data > How Siebel CRM Desktop Handles Activities >

How Activities Are Created or Modified


The user can do one of the following to read, update, create, or delete records:

  • Use the Add Activity button.
  • Use a form for an item in IBM Notes that includes a relationship with an activity, such as all the activities for an account. This form allows the user to link the activity with a Siebel CRM record in IBM Notes, such as an account, opportunity, or contact, and to display the link to the corresponding activity.

Siebel CRM Desktop can create an activity for an item in IBM Notes, such as a calendar entry, a To Do item, or an email.

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