Using Query By Id to Hide Data That is Not Directly Visible

The example in this topic configures Siebel CRM Desktop to hide all data that is not directly visible for contacts. It prevents Siebel CRM Desktop from getting data from the Siebel Server and storing it in the client.

To hide data that is not directly visible for contacts

1. Use an XML editor open the siebel_meta_info.xml file.

2. Define the following view modes for the contact object type:

   General="Sales Rep" Dedup="All" QBID="Sales Rep"/>
   

3. Define the following view modes for the account object type:

   General="Sales Rep" Dedup="All" QBID="Sales Rep"/>
   

4. Define the following view modes for the opportunity object type:

   General="Sales Rep" Dedup="All" QBID="Sales Rep"/>
   

5. Define the following view modes for Contact.Account and Account.Contact:

   General="Sales Rep" Dedup="All" QBID="Sales Rep"/>
   

6. Define the following view modes for Contact.Opportunity and Opportunity.Contact:

   General="Sales Rep" Dedup="All" QBID="Sales Rep"/>
   

7. Make sure the user does not modify the default filter preset that restricts the number of objects that Siebel CRM Desktop synchronizes from the Siebel Server.