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How Oracle CRM On Demand Desktop Resolves Participants and Email Recipients of an Activity

This topic describes how Oracle CRM On Demand Desktop resolves participant lists and email recipients in Microsoft Outlook calendar.

How Oracle CRM On Demand Desktop Resolves Attendees of a Meeting

Oracle CRM On Demand Desktop performs the following actions:

• If the meeting organizer adds an email address in the To line, then Oracle CRM On Demand Desktop creates an association with a user or contact.
• If the meeting organizer uses an MVG (Multi Value Group) in the activity form to add an association, then Oracle CRM On Demand Desktop does not update the To line. An MVG is a list of records of the same type that is associated with a parent record. For example, a user can link multiple contacts to a task activity (parent record). This link allows the user to associate the Oracle CRM On Demand activity with a contact but not invite the contact to the meeting.

How Oracle CRM On Demand Desktop Resolves a Task Owner and Assignees of a Task

Oracle CRM On Demand Desktop does not add the email addresses to the To field if the associations to users or contacts are made through the User or the Contact MVG dialog box for the activity that is linked to a shared task. Creating an association with a user or a contact does not assign the task to this user or contact.

How Oracle CRM On Demand Desktop Resolves Recipients of an Email

Oracle CRM On Demand Desktop performs the following actions:

• If the user shares an email that a user manually sent to or received from a contact, then Oracle CRM On Demand Desktop does the following:
  • Suggests associations for resolved contacts for the email activity.
  • Suggests a list of accounts and opportunities that are related to the resolved contacts.
• If the user chooses an account or opportunity, then Oracle CRM On Demand Desktop associates the account or opportunity with the activity that the user creates from the email.
• If the user sends a shared email, then Oracle CRM On Demand Desktop does the same processing except it does not resolve the sender as a contact.
• If the user manually associates the shared email with an Oracle CRM On Demand record before the user sends the email, then the automail processing feature does the following:
  • Preserves the associations that the user makes
  • Updates the email activity with contact associations that Oracle CRM On Demand Desktop resolves from the email addresses of the recipients.
• If, to associate a contact, the user uses the Contact MVG dialog box for an activity that is linked to a shared email, then Oracle CRM On Demand Desktop does not add email addresses to the To field. An association that is created to a contact does not update the recipients list for the email message.