1. Siebel CRM Desktop for Microsoft Outlook Administration Guide
  2. Incomplete Records

Incomplete Records

An incomplete record is a record that does not match the synchronization filter but that Siebel CRM Desktop synchronizes anyway because it is associated with a complete record that does match the filter. An incomplete record is read-only in Siebel CRM Desktop regardless of the Siebel visibility that the user possesses for this record. The user cannot edit the record information in the client.

The user can view incomplete records in the association view or in lookup fields on record forms. For example, Siebel CRM Desktop displays incomplete:

  • Contact records in the Contacts section of the Opportunity form

  • Account records in the account lookup in the Account field on the Contact form

To avoid synchronizing the entire Siebel database to the client, Siebel CRM Desktop does not synchronize the associations for incomplete records to the client.