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

How Siebel CRM Desktop Displays Activities in IBM Notes

Siebel CRM Desktop displays data for a Siebel CRM activity in IBM Notes in the following ways:

• For a shared calendar entry, email, or To Do item, it displays details of the related activity fields in the native IBM Notes form. For example, the native IBM Notes calendar entry form displays the following information:
  • The description of the Siebel CRM activity in the Subject field of the native IBM Notes calendar entry
  • The account that is related to this Siebel CRM activity in the Account field in the extended area of the form

    For example, the user can use the native IBM Notes form to review and change the account, opportunity, contacts, and employees for the Siebel CRM activity that is related to the shared item.

• As a list of Siebel CRM activity records that are related to a parent sales record. For example, a list of activities that are related to an account or opportunity.

CRM Desktop does not display a folder in the user mailbox for an activity, by default. You can configure the metadata to make this folder visible. For more information, see Type Tag of the Siebel Basic Mapping File.