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Configuring Contact Conversion Options for First Run Assistant

The Convert Items option of the First Run Assistant displays the Confirm Outlook Contact Conversion dialog box that allows the user to convert existing Outlook contacts to unshared business contacts. You can modify this behavior.

Modifying the Default Button of the Confirm Outlook Contact Conversion Dialog Box

CRM Desktop sets the Yes button of the Confirm Outlook Contact Conversion dialog box as the default button. This topic describes how to modify this behavior so that CRM Desktop sets the No button as the default and runs the No behavior if the user presses the Enter key.

To modify the default button of the Confirm Outlook Contact Conversion dialog box

1. Use an XML editor to open the platform_configuration.xml.

   For more information, see Files That the Customization Package Contains.

2. Locate the following code:

   <initialization_script>
     <![CDATA[
     ]]>
   </initialization_script>

3. Modify the code you located in Step 2 to the following. You add the bolded code:

   <initialization_script>
     <![CDATA[
   application.settings.set("FRA:ConvertItemsMsgBoxDefaultNo", 1);
     ]]>
   </initialization_script>

Always Converting Contacts

The First Run Assistant prompts the user to convert Outlook contacts to Siebel CRM contacts, by default. This topic describes how to configure Siebel CRM Desktop to convert Outlook contacts when the First Run Assistant runs but to not display this prompt.

To always convert contacts

1. Use an XML editor to open the platform_configuration.xml file.
2. Modify the code that you locate in Step 2 to the following. You add the bolded code:

   <initialization_script>
   <![CDATA[
   application.settings.set("FRA:SuppressConvertItemsMsgBox ", 1);
   ]]>
   </initialization_script>

Never Converting Contacts

This topic describes how to configure CRM Desktop so that it never converts contacts.

To never convert contacts

1. Use a JavaScript editor to open the application_script.js file.
2. Locate the following function:

   function fra_handler(fra)

3. In the function you located in Step 2, locate the following code:

   fra.add_builtin_step("convert_items");

4. Comment the code you located in Step 3. For example:

   //fra.add_builtin_step("convert_items");

   Removing this code configures CRM Desktop to not display the Convert Items option of the First Run Assistant and to not convert existing Outlook contacts to unshared business contacts.