How Siebel CRM Desktop Maps Fields Between Siebel Activities and Outlook To Do Items

The following describes how Siebel CRM Desktop maps fields between a Siebel CRM activity and the Outlook To Do item.

Siebel Field Outlook Field Required Description

Owner

Owner

Yes

For more information, see How Siebel CRM Desktop Maps the Owner Field Between Siebel CRM Activities and Outlook To Do Items.

Type

The type that the user specifies when the user links a CRM record. The default value is To Do.

Yes

If a user shares a To Do item, then Siebel CRM Desktop creates an activity in Outlook with a Display in value that includes the following:

To Do and Activities

The customization package defines the default value. You can change this value.

Description

For more information, see How Siebel CRM Desktop Handles Private Activities.

No

The customization package defines the value that is set for a private To Do item. Localization resources include this value.

Priority

Values are:

  • 1-ASAP

  • 2-High

  • 3-Medium

  • 4-Low

Outlook priority

Values are:

  • 1-High

  • 2-High

  • 3-Medium

  • 4-Low

No

For more information, see How Siebel CRM Desktop Maps the Priority Field.

Comments

Description

A private To Do item does not include a description.

No

If the Private check box is set to allow a shared To Do item, then Siebel CRM Desktop sets the Comments field to a value that the customization package defines, such as Unavailable.

Start Date

Start Date

No

The Start Date for an activity is the start date that the user sets for a To Do item. If the user does not enter the start date, then the start date for the activity is also empty.

Done

Completed Date

No

The Done date is the date that Siebel CRM displays as the Actual End date in the Siebel Web Client.

Completed flag

Completed flag

No

Not applicable.

Due

Due Date

No

Not applicable.

Percent complete

Percent complete

No

The value of the Percent complete field is related to the status. For more information, see How Siebel CRM Desktop Maps the Status Field of an Activity.

Status

Status

No

For more information, see How Siebel CRM Desktop Maps the Status Field of an Activity.

Account

Account association that the user specifies when the user links a CRM record.

No

Not applicable.

Opportunity

Opportunity association that the user specifies when the user links a CRM record.

No

Not applicable.

Contacts

Contact association that the user specifies when the user links a CRM record.

No

Not applicable.

Created by

User ID of the employee who creates the activity.

Yes

Not applicable.

Created Date

Timestamp of when the activity is created.

Yes

Not applicable.