1. Siebel CRM Desktop for Microsoft Outlook Administration Guide
  2. Examples of How Siebel CRM Desktop Uses the Exclusions List

Examples of How Siebel CRM Desktop Uses the Exclusions List

Assume the following:

  • Contact 1 references account 1.

  • Contact 1 matches a filter but account 1 does not match a filter.

In this example, Siebel CRM Desktop synchronizes account 1 because contact 1 references it.

For another example, assume the following:

  • Contact 1 references account 1.

  • Contact 1 matches a filter and account 1 matches a filter.

  • Outlook displays contact 1 in the Contacts folder of the CRM and Personal Contacts view and account 1 in the Accounts folder of the Siebel Accounts view. It does this after the first synchronization finishes.

  • The user deletes account 1 and then Siebel CRM Desktop displays a prompt that is similar to the following:

    Are you sure you want to delete record(s) from Siebel and Microsoft Outlook?

  • The user clicks No and then Siebel CRM Desktop moves account 1 to the Exclusions List. At the next synchronization, Siebel CRM Desktop synchronizes account 1 because contact 1 references it.