1. Siebel CRM Desktop for Microsoft Outlook Administration Guide
  2. How Siebel CRM Desktop Handles Microsoft Outlook tasks

How Siebel CRM Desktop Handles Microsoft Outlook tasks

This topic describes how Siebel CRM Desktop handles data for a native Microsoft Outlook To Do item. For more information, see How Siebel CRM Desktop Maps Fields Between Siebel CRM Data and Microsoft Outlook Data.

If the user:

  • Saves a new Outlook To Do item that is shared, then Siebel CRM Desktop creates a new Siebel CRM activity.

  • Changes a native Outlook To Do item that is shared, then Siebel CRM Desktop changes the corresponding Siebel CRM activity.

  • Deletes a native Outlook To Do item, and if this user:

    • Is the owner of the activity, then Siebel CRM Desktop deletes the corresponding Siebel CRM activity.

    • Is not the owner of the activity, then Siebel CRM Desktop removes the user from the employee team. It does not delete the corresponding Siebel CRM activity.