1. Siebel CRM Desktop for Microsoft Outlook Administration Guide
  2. Example of Using Complete and Incomplete Records

Example of Using Complete and Incomplete Records

Assume the user sets up synchronization filters so that they synchronize the following items:

  • All Siebel CRM contacts where the user is on the contact team

  • All Opportunities that include a revenue of more $10,000

Assume that Siebel CRM Desktop synchronizes Jackie Driver, a Siebel CRM contact record, to the client as a complete record because it matches the synchronization filter criteria. The user can modify all fields of this record on the contact form in the client. Siebel CRM Desktop also synchronizes all opportunities that are related to the contact, including the On-Road Assistance Package opportunity that includes $5,000 in the Revenue field.

If the user opens the On-Road Assistance Package opportunity, then Siebel CRM Desktop displays this opportunity in a read-only form that displays the Revenue field. The user can view the revenue but not edit it. Siebel CRM Desktop synchronizes this opportunity as an incomplete record because it does not match the synchronization filters.