Customizing the First Run Assistant
This topic describes how to customize the First Run Assistant. It includes the following topics:
Customizing How First Run Assistant Uses the Customization Package
Customizing How the First Run Assistant Performs the Initial Synchronization
Customizing How Siebel CRM Desktop Shares Native Microsoft Outlook Items
Suppressing the Dialog Boxes That First Run Assistant Displays
The First Run Assistant is a wizard that guides the user through the first setup of the Siebel CRM Desktop add-in. Siebel CRM Desktop displays the CRM Desktop icon in the system tray and starts the First Run Assistant. It does this the first time the user starts Microsoft Outlook after you install the Siebel CRM Desktop add-in. The user can begin using Outlook after the user finishes using this assistant.
The First Run Assistant displays a dialog box at each step that allows the user to specify settings. This topic describes how you can customize the behavior of some of these dialog boxes. For more information, see Overview of How Siebel CRM Desktop Synchronizes Data.