Controlling How Siebel CRM Desktop Handles Data That Is Not Directly Visible

You can use the viewmodes element to configure Siebel CRM Desktop to display or hide data that is not directly visible. Data that is not directly visible is a type of data that the client does not receive during synchronization, but instead gets through an association with another Siebel CRM object type. For example, filter settings might prevent Siebel CRM Desktop from synchronizing some accounts to the client, but the synchronized contacts that reference these account might contain this account data. In this situation, Siebel CRM Desktop displays this account information in the Contact form, but not in an Account view.

Beginning with Siebel CRM Desktop version 3.7, you can configure a view mode according to the type of operation that Siebel CRM Desktop performs. You can use one of the following values for the viewmodes element:

• General. Specifies a value for the General viewmode. If this value exists, then it overrides a value that the ViewMode attribute specifies.

• Dedup. Specifies a value for the Deduplication view mode. For more information, see Resolving Synchronization Conflicts.

• QBID. Specifies a value for the Query-By-Id view mode.

• Not specified. If you do not specify the viewmodes element, then Siebel CRM Desktop does the following:

  • Uses the default value for the deduplication viewmode that it gets from the value that you set for the General view mode

  • Uses All as the default value for the Query-By-Id view mode.

Siebel CRM Desktop uses a master filter only on query change requests when it uses the General view mode.