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Configuring the Pin Mode for Records

The pin mode feature in Oracle CRM On Demand Desktop enables you to temporarily keep synchronized Oracle CRM On Demand Desktop records in Microsoft Outlook. Oracle CRM On Demand Desktop records that are kept in Microsoft Outlook can stay in Microsoft Outlook even if the records do not match your existing filters. For more information on filters, see Filters Reduce the Number of Oracle CRM On Demand Records That Are Available in Oracle CRM On Demand Desktop. By design, Oracle CRM On Demand Desktop records are automatically removed from Microsoft Outlook after a predefined time period.

You can use the Control Panel to configure the pin mode for records and do the following:

• Specify the amount of time that a record is kept in Microsoft Outlook
• Override the configured time period to manually remove a record from Microsoft Outlook

To configure the pin mode for records

1. Navigate to the Control Panel, and click Synchronization Exceptions.
2. In the Synchronizations screen, select Additions.
3. In the Additions screen, highlight the record that you want to configure, and then select Set PIN Mode.

   The Set PIN Mode feature sets the amount of time that synchronized records that are not filtered are displayed as records in Microsoft Outlook. The options include:

   • Unpin
   • For 1 day
   • For 1 week
   • For 1 month
   • For 1 year
   • Always
4. Click Close.