Controlling How Siebel CRM Desktop Assigns Calendar Appointment Owners

You can use Siebel Multi-Org (multiple organization) to administer a calendar entry that a non-Siebel user creates, such as an invitation from an external contact. For more information, see How Siebel CRM Assigns Meeting Organizers.

To control how Siebel CRM Desktop assigns calendar appointment owners

1. Log in to the Siebel CRM client with administrator privileges.

2. Navigate to the Administration - Application screen and then the System Preferences view.

3. In the System Preferences list, query the System Preference Name property for Generic Siebel Owner.

   If you do not specify the Generic Siebel Owner parameter, then Siebel CRM sets each user who shares this meeting as the Activity Owner. If more than one of these users synchronizes the same Outlook meeting, then a duplication error occurs. For more information, see Resolving Synchronization Conflicts.

4. In the System Preference Value field, enter a user name.

   Use the following guidelines:

   • Make sure relationships exist between the user you specify as the Generic Siebel Owner and all organizations. This configuration allows any other user who creates a shared meeting to choose the user. If relationships do not exist between the user that you specify as the Generic Siebel Owner and all organizations, then the selection that the user makes fails and Siebel CRM Desktop displays an error message that indicates the user cannot choose the current record.

   • Do not specify a real user as the Generic Siebel Owner. If you do this, then this user receives every calendar entry that matches the criteria.

   • It is recommended that you specify SADMIN as the Generic Siebel Owner for the following reasons:

     • SADMIN is not a real user.

     • Users are accustomed to viewing records that SADMIN creates.