How Siebel CRM Desktop Handles Private Activities

Siebel CRM Desktop handles a private activity in the following ways:

  • If an activity in Siebel CRM is marked private, then it does not synchronize this activity from the Siebel Server to Outlook. The master filters in the customization package restrict it from synchronizing a private activity.

  • If the user creates a private activity in Outlook and then attempts to share it with Siebel CRM, then validation disallows this attempt. For example, assume a user creates a shared activity in a Siebel CRM calendar entry. If the user attempts to mark this calendar entry as private, then Siebel CRM Desktop displays a warning message that it cannot share a private Outlook item with Siebel CRM.