How Siebel CRM Desktop Creates Corresponding Native Microsoft Outlook Items
When synchronizing data, if the user possesses the rights to view the activity, and if the activity meets the requirements that the filter settings for the user defines, then Siebel CRM Desktop downloads to Outlook any new activities that reside on the Siebel Server.
The following table describes how Siebel CRM Desktop creates a corresponding native Outlook item depending on the settings of the Display In field.
Display In Value for the Siebel CRM Activity | Description |
---|---|
Calendar and Activities |
Siebel CRM Desktop creates a calendar item as a calendar entry only. If the Siebel Start date is not set for the activity, then Siebel CRM Desktop does not create a calendar item in Outlook Calendar. The calendar item is linked to this activity. |
To Do and Activities |
Siebel CRM Desktop creates a native Outlook To Do item that is linked with this activity. |
Not Calendar and Activities or To Do and Activities |
Siebel CRM Desktop synchronizes the activity as visible under the appropriate parent object, such as an Account Activity, Contact Activity, and so on. |
Activities Only |
If an activity is Activities Only, and if this activity is not related to another item that the user can view, such as an account or contact, then Siebel CRM Desktop synchronizes the activity but does not display it in the client. Instead, it stores it in a hidden Activities folder that is not visible to the user. |