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How Siebel CRM Desktop Transforms a Repeating Calendar Event That Matches a Siebel Repeating Pattern


Table 47 describes how Siebel CRM Desktop transforms a repeating Calendar event that matches a Siebel repeating pattern.

Table 47. How Siebel CRM Desktop Transforms a Repeating Calendar event That Matches a Siebel Repeating Pattern
Action in Microsoft Outlook
Work That Siebel CRM Desktop Performs

The user creates a repeating Calendar event that matches a Siebel repeating pattern.

Creates a corresponding Siebel CRM repeating activity.

The user changes a single occurrence for a repeating Calendar event that matches a Siebel repeating pattern.

CRM Desktop does the following work in Outlook:

  • Adds the date of the exception that changed to the exceptions list for the target activity.
  • Adds the new, nonrepeating activity to the newly created calendar item in Outlook.

The user changes a repeating Calendar event that matches a Siebel repeating pattern.

Changes the corresponding Siebel CRM repeating activity.

The user deletes a single occurrence for a repeating Calendar event that matches a Siebel repeating pattern.

CRM Desktop does the following work in Outlook:

  • Adds the date of the exception to the exceptions list for the target activity.
  • Deletes this single occurrence of the activity.

The user changes a repeating Calendar event that matches a Siebel repeating pattern into the Calendar event that does not repeat.

Changes the corresponding Siebel CRM activity to an activity that does not repeat.

The user changes a repeating Calendar event that matches a Siebel repeating pattern into a repeating Calendar event that does not match any Siebel repeating patterns.

CRM Desktop does the following work in Outlook:

  • Changes the corresponding Siebel CRM 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 Outlook and Siebel calendars, it identifies the list of exceptions for this activity.
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