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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 Outlook item if the user removes the CRM Desktop add-in depends on if the item is Outlook data or Siebel CRM data, and on the type of object. CRM Desktop handles objects in the following ways:
- Shared calendar appointment. Removes each calendar appointment that originates in Siebel CRM from the Outlook calendar. For the Outlook calendar appointment, it removes any Siebel activities that are related to the Outlook calendar appointment. The calendar appointment no longer displays as shared and no contextual Siebel CRM data is related to the calendar appointment.
- Shared contact. CRM Desktop cannot determine if a contact is Outlook data or Siebel CRM data, so it removes all shared contacts from the Outlook .pst or .ost storage file. It is recommended that you back orunshare 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 Outlook, and so that Outlook does not display any contextual data.
- Shared task. Handles a task in the same way that it handles a calendar appointment. It removes each task that originates in Siebel CRM from Outlook. It does not remove a native Outlook task. Outlook does not display the task as a shared task and it does not display any Siebel CRM data that is related to the task.
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 Outlook, 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 Outlook that you deploy through CRM Desktop.
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