Customizing How Siebel CRM Desktop Shares Native Microsoft Outlook Items

You can customize Siebel CRM Desktop to share or not share any new native Microsoft Outlook items that the user creates in Outlook, such as a Outlook calendar entry, contact, or To Do item.

To customize how Siebel CRM Desktop shares native Microsoft Outlook items

1. Use an XML editor to open the platform_configuration.xml.

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

2. Locate the initialization section of the initialization_scriptplatform section.

3. Add the following code to the section:

   application.settings.set("SharedByDefault:NewItems", value);
   where:
   

   • value is an integer. Use values from the following table.

   Value	Description
   0	Do not share Outlook item.
   1	Share Outlook item.

4. Save and then close the platform_configuration.xml file.

5. Test your work.

Sharing a Calendar Entry, Contact, or To Do Item

The user can determine how Siebel CRM Desktop shares records with the Siebel Server according to the following settings:

• Set default sharing for all new records. The user can use the Advanced tab of the CRM Desktop - Options dialog box to change how Siebel CRM Desktop creates a new Outlook calendar entry, contact, or To Do item as shared or not shared.

• Set sharing for individual records. The user can click the Share Bar that Siebel CRM Desktop displays at the start of a record form to share or unshare a single record.