How Siebel CRM Desktop Maps the Owner Field Between Siebel CRM Activities and Outlook To Do Items

This topic describes how Siebel CRM Desktop maps the owner field between a Siebel CRM activity and the Outlook To Do item. Siebel CRM Desktop sets the owner differently for each of the following situations:

  • A shared To Do item is assigned to another employee. It sets the assignee as the owner of the activity.

  • A shared To Do item is assigned to a number of employees. It sets each assignee as the owner of their own activity.

  • A shared To Do item is assigned to a shared contact or to an external person. It sets the employee who created the To Do item as the owner of the activity.

  • A To Do item is created by an external person and assigned to an employee and this employee shares the To Do item. It sets the employee as the owner of the activity.

  • An external person who is not a Siebel employee sends a To Do item to a number of employees who are Siebel CRM Desktop users. It sets each employee as the owner of the activity and adds the remaining employees to the employee team. It does this work after each employee accepts and shares the To Do item.