Controlling the Object Types That Siebel CRM Desktop Displays in the Filter Records Tab

You can specify the filter settings for every user and deploy them when you install the Siebel CRM Desktop add-in. This option allows you to customize the filters and other settings that Siebel CRM Desktop displays. It displays the following objects in the Filter Records tab of the Synchronization Control Panel dialog box, by default:

• Contacts

• Accounts

• Opportunities

• Activities

You can customize the Synchronization Control Panel dialog box to display or not display these object types.

To control the object types that Siebel CRM Desktop displays in the Filter Records tab

1. Use an XML editor to open the connector_configuration.xml file.

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

2. Locate the type tag for the object you must display or hide.

   For example:

   type id="Opportunity"
   

3. Locate the view tag of the type you located in step 2.

4. Set the suppress_sync_ui attribute to one of the following values:

   • True. Hides the object.

   • False. Displays the object.

   For more information, see View Tag of the Connector Configuration File.

5. Save your changes and then republish the customization package.

   For more information, see Republishing Customization Packages.

6. (Optional) Add a new object to the list of objects that Siebel CRM Desktop displays on the Filter Records tab. You do the following:

   1. In the XML code, add a new type and view tag for the new object.

      Service Requests is an example of a new object.

   2. Set the suppress_sync_ui attribute for this new object to false.