How CRM Desktop Displays Data That Is Not Directly Visible

Siebel CRM Desktop synchronizes Siebel CRM account, activity, contact, and opportunity records to the client as complete or incomplete records. It displays incomplete records in the client as read only records. The user cannot edit the information of an incomplete record in a form that displays an incomplete record. The account, contact, and opportunity lists that Siebel CRM Desktop displays in an Explorer view include complete Siebel records and incomplete records that Online Lookup pins according to the synchronized records. For more information, see Controlling How Siebel CRM Desktop Handles Data That Is Not Directly Visible and Controlling the Search in Siebel Button That Does Online Lookup.