How Siebel CRM Desktop Adds Accounts, Contacts, and Opportunities to the Exclusions List

If the user deletes an account, contact, or opportunity in the Explorer view, then Siebel CRM Desktop displays a prompt that is similar to the following:

Are you sure you want to delete records from Siebel CRM and Outlook? Click Yes to 
delete records from Siebel CRM and Outlook. Click No to delete records from Outlook 
only and to not synchronize updates from Siebel CRM."

The user can choose one of the following values:

• Yes. Siebel CRM Desktop deletes the record in Outlook and then deletes it from the Siebel database on the Siebel Server during the next synchronization. If you enable delete confirmation, then it requests the user to confirm the deletion before it deletes the record from the Siebel database. For more information, see Controlling How Siebel CRM Desktop Deletes Records During Synchronization.

• No. Siebel CRM Desktop deletes the record from Outlook and adds it to the Exclusions List. If this record is associated with another record in Outlook through the lookup field, then Outlook displays it the next time the user synchronizes. A lookup field is a field that Siebel CRM Desktop uses to look up an object and then associate it with the current record. The account field on the activity record is an example of a lookup field. For example, assume the following:

  • A contact references a primary account.

  • The user deletes the account from the Explorer view and then clicks No at the confirmation prompt.

  • Siebel CRM Desktop removes the account from the Accounts folder, the Accounts field on the Contact form, and from the Accounts MVG dialog box.

  • The user synchronizes and then Outlook displays the record in the Accounts Lookup dialog box and in the Account field on the Contact form.