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How Siebel CRM Desktop Transforms a Calendar Event That Does Not Repeat

Table 46 describes how Siebel CRM Desktop transforms a Calendar event in Microsoft Outlook that does not repeating.

Table 46. How Siebel CRM Desktop Transforms a Calendar Event That Does Not Recur
Action in Microsoft Outlook
Work That Siebel CRM Desktop Performs

The user creates an activity that does not repeat in Outlook.

Creates a corresponding Siebel CRM activity.

The user changes an activity that does not repeat in Outlook.

Changes the corresponding Siebel CRM activity.

The user deletes an activity that does not repeat in Outlook.

Deletes the corresponding Siebel CRM activity.

The user changes an activity that does not repeat in Outlook to a repeating Calendar event that matches the Siebel repeating pattern.

Changes the corresponding Siebel CRM activity.

The user changes an activity that does not repeat in Outlook to a repeating Calendar event that does not match the Siebel repeating pattern.

CRM Desktop does the following work:

  • Changes the corresponding activity. It uses the Siebel repeating pattern that contains the longest interval between occurrences and that can incorporate all occurrences of the chosen Outlook pattern.
  • To match the calendars in Siebel CRM and in Outlook, it identifies the list of exceptions for the activity.
      
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