7Installing Oracle CRM On Demand Desktop

Roadmap for Installing Oracle CRM On Demand Desktop

Preparing the Implementation Environment for Oracle CRM On Demand Desktop

This task is a step in Process of Preparing Oracle CRM On Demand.

To prepare the implementation environment for Oracle CRM On Demand Desktop

  1. Make sure the environment in which you intend to implement Oracle CRM On Demand Desktop supports Oracle CRM On Demand Desktop.

    Before you install Oracle CRM On Demand Desktop, you must verify that your system meets the system requirements for Oracle CRM On Demand at:

    http://crmondemand.oracle.com/en/products/system-requirements/index.html

    You can find additional system requirements on the Oracle CRM On Demand Desktop page in Oracle CRM On Demand.

  2. Make sure that the email account being used is in cached mode. Oracle CRM On Demand Desktop does not support the non-cached mode.

  3. Ensure you have a valid profile ready for use before installation.

    For more information on profiles, see your Microsoft Outlook documentation.

    Note: Oracle recommends having only one e-mail account for a profile in Microsoft Outlook before installing Oracle CRM On Demand Desktop.
  4. Make sure that your role has the Enable CRM Desktop privilege.

    To synchronize data with the Oracle CRM On Demand server after you install Oracle CRM On Demand Desktop, you must have this privilege.

    For more information on privileges and roles, see Oracle CRM On Demand Online Help.

  5. Ensure that the Web Services R16 Compatibility Mode setting is not selected in the Oracle CRM On Demand Company Profile.

    Oracle CRM On Demand Desktop supports only stateless Web services.

    For more information on the Oracle CRM On Demand Company Profile, see Oracle CRM On Demand Online Help.

    Obtaining the Oracle CRM On Demand Desktop Installer

    As an administrator, you can download the installation ZIP file from the Oracle Software Delivery Cloud Web site and associate the 32-bit and 64-bit versions of either the Oracle CRM On Demand Desktop or Oracle CRM On Demand Desktop Lite installer. Each installation ZIP file contains the customization package files and an EXE file, which is the installer. For more information on the customization package files, see Creating and Publishing the Customization Package For more information on the EXE file, see Overview of Installing Oracle CRM On Demand Desktop

    This task is a step in Process of Preparing Oracle CRM On Demand.

    To obtain the Oracle CRM On Demand Desktop Installer

    1. Go to the following Web site:

      https://edelivery.oracle.com/

    2. Click Sign In \ Register.

    3. Enter your username and password, then click Sign In.

    4. In the Terms and Restrictions window, select the two check boxes to accept the Electronic Delivery Trial License Agreement and the Export Restrictions, and click Continue.

    5. In the Media Pack Search window, select the On Demand product pack and Microsoft Windows (32-bit) or Microsoft Windows (64-bit) platform, and then click Go.

    6. In the Results pane, select Oracle CRM On Demand Desktop media pack for the version you want, and click Continue.

    7. Click Download to download the ZIP file containing the client installer (EXE) and customization package for Oracle CRM On Demand Desktop.

    8. Click Save to copy the Oracle CRM On Demand Desktop.5.0.0.x.exe file to your hard drive.

      You can run the EXE file to install Oracle CRM On Demand Desktop while you are offline.

      Creating and Publishing the Customization Package

      This task is a step in Process of Preparing Oracle CRM On Demand.

      A customization package is a collection of XML metadata files and JavaScript files that Oracle CRM On Demand Desktop associates with a particular role. You associate a role with a customization package to determine the information that is available to the user. The metadata files customize an Oracle CRM On Demand Desktop deployment. For example, you can perform the following kinds of customization on metadata files: you can add or remove the fields that Oracle CRM On Demand Desktop synchronizes or change the layout of custom forms. For more information on customization packages, see Files in the Customization Package.

      Note: Oracle CRM On Demand Desktop Lite does not support customization packages.

      In the Package List page you can add new customization packages, and copy, edit, and delete existing packages.

        Creating a Customization Package

        To administer customization packages, your role must include the Manage CRM Desktop privilege and Enable CRM Desktop privilege. For administrative purposes, one free license is provided to the company.

        To create a customization package
        1. In the upper-right corner of any page, click the Admin global link.

        2. In the Desktop Integration Administration section, click CRM Desktop Administration.

        3. Click Administer Customization Packages.

        4. On the Package list page, click the New Package button.

        5. On the Package Edit page, complete the following fields.

          Field Comments

          Package Name

          Enter a name. It is recommended that you name packages according to the user role.

          User Role

          Select the role associated with the package.

          Package Version

          Enter a version number for the package. This number is for customer use only.

          Attachment

          Click the attachment icon, and select the package file.

          Start Date

          Select a start date for the package if you require a date other than today's date.

          End Date

          If required, then select an end date for the package. Published packages without a defined end date are considered to be active indefinitely. Therefore, you must define an end date to deactivate a package record and allow a new package to be published for a role.

        6. Click Save.

        Alternatively you can copy an existing package and change the details to meet your requirements.

          Publishing or Unpublishing Customization Packages

          To make a customization package active and available to Oracle CRM On Demand Desktop users, you must publish the package.

          Package records become read-only when they are published, and the value in the Status field changes from Unpublished to Published. Only one customization package can be active for a particular role at any time. Therefore, if you try to publish a package for a role with a start date that overlaps with an existing customization package for the same role, then an error message is displayed.

          If it is necessary to change a metadata file in a package, then you must unpublish the package, attach the updated package file, and publish the updated package.

          Tip: Because users with a specified role will not be able to download their package file while the record has the Unpublished status, it is recommended that you specify an end date for the currently active package and create a new package record when changes must be made. This action ensures that a package is always available to new users and also allows for more accurate version control and tracking.

          You publish a package when the updates are finished and the package is ready to download. Publishing makes a package read-only so that no more modifications can be performed on the package.

          To publish or unpublish a package
          1. In the upper-right corner of any page, click the Admin global link.

          2. In the Desktop Integration Administration section, click CRM Desktop Administration.

          3. Click Administer Customization Packages.

          4. On the Package List page, click the name of the package.

          5. Click the Publish button or the Unpublish button as required.

            When you publish a package, a value is generated in the Hash Value field. When you unpublish a package, the Hash Value field is empty. For more information on how a customization package works with Oracle CRM On Demand Desktop, see Overview of Relationships Between Metadata Objects.

            Setting Oracle CRM On Demand Desktop Installer Version Locations

            The Set Installer Version Location screen lists all of the Oracle CRM On Demand Desktop versions. In the Set Installer Version Location screen, you can configure the installer download location for one or more versions by entering the URL for the installer EXE files. The URL specified can be any location on your network, or on Oracle CRM On Demand Desktop using client side extensions. The versions that you configure are then available from the My Setup page.

            To set the installer version location

            1. Navigate to the CRM On Demand Desktop Administration screen.

            2. Click the Download Location link.

            3. In the Set Installer Version Location screen, do the following:

              1. For each version for which you want to configure a download location, enter the URL for the EXE files in the URL field next to the version.

              2. Click Save.

              Overview of Installing Oracle CRM On Demand Desktop

              An installation package is a package that is composed of a Windows Installer (EXE) file.

              Oracle CRM On Demand Desktop is pre-packaged with SSO, which is embedded into the Oracle CRM On Demand Desktop .EXE file. For more information on Oracle CRM On Demand Desktop SSO, see Administering Single Sign-On

              When you obtain the installer from the Oracle Software Delivery Cloud Web site, the installer is saved as a ZIP file. This ZIP file contains the following files:

              • Installer file. This is the Windows Installer EXE file.

              • Package file. This is a second ZIP file that contains metadata configuration files.

              • Oracle CRM On Demand Desktop Customization Guide (PDF). This guide describes how to customize Oracle CRM On Demand Desktop.

              • Oracle CRM On Demand Desktop Administration Guide (PDF). This guide describes how to install and configure Oracle CRM On Demand Desktop.

              You can also make Oracle CRM On Demand Desktop available through third-party, deployment software that you choose. You can use the distribution criteria in these products to distribute software to any group of users, operating systems, domains, workgroups, and so on. Systems Management Server (SMS) from Microsoft is an example of deployment software. A collection is a list of users, computers, workgroups, or domains to which you must distribute the software.

              You can use third-party, deployment software to perform an installation in the background or to perform a removal that uses the default installation parameters. With some deployment software, you can specify various installation parameters.

              After you complete the installation and the user starts Microsoft Outlook, the CRM On Demand Desktop Assistant is displayed to help the user configure Oracle CRM On Demand Desktop. For more information, see Customizing the CRM On Demand Desktop Assistant.

              Oracle CRM On Demand Desktop installation includes support for a flexible single sign-on system. Once Oracle CRM On Demand Desktop is installed, see Administering Single Sign-On, for additional information about configuring single sign-on functionality.

              You can use several third-party add-ins with Oracle CRM On Demand Desktop and with Oracle CRM On Demand Desktop Lite. It is recommended that you review which third-party add-ins are supported and unsupported in Add-In Compatibility in Oracle CRM On Demand Desktop.

                About Files, File Locations, and Profiles

                Oracle CRM On Demand Desktop handles files and profiles according to the following conditions:

                • To store Oracle CRM On Demand data, Oracle CRM On Demand Desktop uses a specific profile and a data folder as the default location for email delivery in the chosen profile. You can use a Microsoft Exchange Mailbox or a PST file as the location of the default email delivery for Microsoft Outlook. For more information, see Changing the Default Mail Delivery Location in the Microsoft Outlook Profile Is Not Supported.

                • During installation, you choose the installation directory where the installer installs Oracle CRM On Demand Desktop. For more information, see Using the Command Line to Set Optional Parameters.

                • If you configure multiple Microsoft Outlook profiles in Microsoft Outlook, then CRM On Demand Desktop Assistant only allows you to select one Microsoft Outlook profile the first time you launch Microsoft Outlook.

                • If you install and then remove the Microsoft Outlook profile, then Oracle CRM On Demand Desktop remains in an installed state and continues to display in the Add and Remove Programs dialog box. In this situation, the user can remove Oracle CRM On Demand Desktop.

                • Oracle CRM On Demand Desktop only supports a Microsoft Exchange Server account in cached mode. Oracle CRM On Demand Desktop uses the Microsoft Outlook .OST file to store Oracle CRM On Demand Desktop data. Microsoft Outlook synchronizes the data in the .OST file with the Microsoft Exchange Server according to a schedule. Non-cached mode is not supported by Oracle.

                • If you remove the .PST file from the Microsoft Outlook profile where you install Oracle CRM On Demand Desktop, then you can still remove Oracle CRM On Demand Desktop. For more information, see Changing the Default Mail Delivery Location in the Microsoft Outlook Profile Is Not Supported.

                  Changing the Default Mail Delivery Location in the Microsoft Outlook Profile Is Not Supported

                  You must not change the default mail delivery location in the Microsoft Outlook profile where you install Oracle CRM On Demand Desktop.

                  Caution: If you change the default mail delivery location, then Oracle CRM On Demand Desktop will not function correctly. Changing this location is not supported.

                    Changes That Oracle CRM On Demand Desktop Makes During an Installation

                    This topic describes changes that Oracle CRM On Demand Desktop makes during installation to the file system, Windows Registry, and settings in Microsoft Outlook.

                    Where Oracle CRM On Demand Desktop Stores Data in the File System

                    Oracle CRM On Demand Desktop places most files that it requires in the following folder:

                    Application Data\Oracle\CRM OnDemand Desktop\Profile
                    

                    where:

                    Application Data is an environment variable that the operating system automatically sets.

                    For example, in Windows 7, Oracle CRM On Demand Desktop places most files that it requires in the following folder:

                    C:\Users\username\AppData\Roaming\Oracle\CRM OnDemand Desktop
                    

                    You can change this directory. For more information, see Setting the Oracle CRM On Demand Desktop Installation Directory.

                    The following table describes where Oracle CRM On Demand Desktop stores data in the file system when the Oracle CRM On Demand Desktop client runs on Windows 7.

                    Table Example of Where Oracle CRM On Demand Desktop Stores Data in the File System

                    Windows 7 Folder on Client Computer Description

                    C:\Users\username\AppData\Roaming\Oracle\CRM OnDemand Desktop\bin

                    Oracle CRM On Demand Desktop saves the following information:

                    • Binary libraries that include a .DLL extension.

                    • Files that include common resources, such as text files, graphic files, and files that include an .XML extension.

                    • Help files.

                    C:\Users\username\AppData\Roaming\Oracle\CRM OnDemand Desktop\Bin\Help

                    Help files.

                    C:\Users\username\AppData\Roaming\Oracle\CRM OnDemand Desktop\Profile

                    Oracle CRM On Demand Desktop saves the following information:

                    • The data folder, which includes package files

                    • Oracle CRM On Demand log files

                    • Database files for the synchronization engine. These are .MDB files that contain auxiliary data.

                    C:\Users\username\AppData\Roaming\Oracle\CRM OnDemand Desktop\Profile\Data

                    XML files and JavaScript files of the customization package. For more information, see Files in the Customization Package.

                    C:\Users\username\AppData\Roaming\Oracle\CRM OnDemand Desktop\Profile\Log

                    The Oracle CRM On Demand log files. For more information, see How Oracle CRM On Demand Desktop Handles Errors During Metadata Download.

                    C:\Users\username\AppData\Local\Temp

                    When you download the customization package Oracle CRM On Demand Desktop places some files in a temp directory.

                    Changes That Oracle CRM On Demand Desktop Makes in the Windows Registry

                    Oracle CRM On Demand Desktop adds registry entries in the following registry key:

                    HKEY_CURRENT_USER\Software\Oracle\CRM OnDemand Desktop

                    These settings include the following information:

                    • General settings for Oracle CRM On Demand Desktop, such as login information.

                    • In the Logging subkey, the log file settings that it uses to configure logging behavior.

                    When you install Oracle CRM On Demand Desktop it registers COM classes in the Windows Registry. For more information on Windows Registry settings that Microsoft Windows requires to register COM classes, see the topic about Registering COM Applications at the Microsoft Developer Network Web site. For more information, see Modifying the Windows Registry to Change Oracle CRM On Demand Desktop Behavior.

                    Changes That Oracle CRM On Demand Desktop Makes to Settings in Microsoft Outlook

                    Because Oracle CRM On Demand Desktop runs as a Microsoft Outlook add-in, it must register with Microsoft Outlook. For more information on Windows Registry settings that Microsoft Windows requires to register an add-in, see the topic about registry settings for COM add-ins at the Microsoft Developer Network Web site.

                    Oracle CRM On Demand Desktop adds the following items to the Microsoft Exchange folder file or personal folders file:

                    • Custom folders

                    • Custom objects

                    • Custom forms

                    For more information, see How Oracle CRM On Demand Desktop Displays Data in Microsoft Outlook.

                      Process of Installing Oracle CRM On Demand Desktop

                        Installing Oracle CRM On Demand Desktop

                        You can use one of the following methods to install Oracle CRM On Demand Desktop on your computer:

                          Installing Oracle CRM On Demand Desktop from My Setup

                          This procedure describes how to download the EXE file and then run the EXE file to install Oracle CRM On Demand Desktop.

                          To run the Oracle CRM On Demand Desktop EXE file
                          1. If Microsoft Outlook is open, then close it.

                          2. In Oracle CRM On Demand Desktop, navigate to My Setup, and then Data and Integration Tools.

                            Note: This step assumes the user has the Enable CRM On Demand Desktop privilege enabled. For more information on privileges and roles, see Oracle CRM On Demand Online Help.
                          3. Under Oracle CRM On Demand Desktop, click the Oracle CRM On Demand Desktop link.

                          4. In the Oracle CRM On Demand Desktop download page, under the Installation section, select either the Microsoft Windows (32-bit) or Microsoft Windows (64-bit) platform in the Select Installer drop-down list.

                          5. In the Installation section, click the Download CRM Desktop On Demand link to install Oracle CRM Desktop On Demand.

                          6. Locate the Oracle CRM On Demand Desktop.5.0.0.x.exe installation package.

                          7. Double click the Oracle CRM On Demand Desktop.5.0.0.x.exe file.

                            The Oracle CRM On Demand Desktop.5.0.0.x.exe installation package validates the operating system version and the Microsoft Outlook version that is currently installed on the client computer. For more information, see Preparing the Implementation Environment for Oracle CRM On Demand Desktop.

                          8. In the Welcome dialog box, click Next.

                          9. In the License Agreement window, accept the license terms, and click Next.

                          10. In the Customer Information dialog box, enter the user name and the organization.

                          11. In the Destination Folder window, select the folder to where you want to save your Oracle CRM On Demand Desktop installation, and click Next.

                            The default location for Windows 7 is: C:\Users\username\AppData\Oracle\Oracle On Demand CRM for Microsoft Outlook\

                          12. Click Install to start the installation.

                            Oracle CRM On Demand Desktop installs in the background. The next time the user opens Microsoft Outlook, Oracle CRM On Demand Desktop starts the CRM On Demand Desktop Assistant in the client computer.

                          13. In the InstallShield Wizard dialog box, click Finish.

                          14. If you select the Launch Oracle CRM On Demand Desktop check box, then Oracle CRM On Demand Desktop finishes the installation and then does one of the following depending whether Microsoft Outlook is open:

                            • Outlook is open. Prompts the user to apply the configuration to the current Outlook profile.

                            • Outlook is not open. Starts Outlook and then prompts the user to apply the configuration to a profile that the user chooses.

                              If you do not select the Launch Oracle CRM On Demand Desktop check box, then Oracle CRM On Demand Desktop finishes the installation and then does one of the following depending whether Microsoft Outlook is open:

                            • Outlook is open. To start Oracle CRM On Demand Desktop, you can choose the Start menu in Microsoft Windows, choose All Programs, Oracle, and then click Launch Oracle CRM On Demand Desktop.

                            • Outlook is not open. Oracle CRM On Demand Desktop opens the first time you open Outlook after the installation finishes.

                            Installing Oracle CRM On Demand Desktop from a Command Line

                            This topic describes how to install Oracle CRM On Demand Desktop from a command line.

                            To install Oracle CRM On Demand Desktop from a command line
                            1. Open a command line by typing cmd.exe in the Run window.

                            2. Use the following command to install Oracle CRM On Demand Desktop:

                              "C:\...\Oracle CRM On Demand Desktop.exe" /s /v"/L*v \"%temp%\CRMDesktop.log\" /
                              qn"
                              
                            3. Start Microsoft Outlook.

                            4. Select whether you want the Oracle CRM On Demand Desktop configuration applied to the current Microsoft Outlook profile.

                              Third Party Options for Installing and Configuring Oracle CRM On Demand Desktop

                              This topic describes the third party options that are available for installing Oracle CRM On Demand Desktop. It includes the following information:

                                Customizing the CRM On Demand Desktop Assistant

                                The CRM On Demand Desktop Assistant is a wizard that guides you through the initial setup of the Oracle CRM On Demand Desktop. The first time you start Microsoft Outlook after installing Oracle CRM On Demand Desktop, Oracle CRM On Demand Desktop starts the CRM On Demand Desktop Assistant. After you finish using the assistant, you can begin using Microsoft Outlook.

                                At each step, the CRM On Demand Desktop Assistant displays a dialog box where you can specify certain settings. This topic describes how you can customize the behavior of some of these dialog boxes. For more information, see How Oracle CRM On Demand Desktop Synchronizes Data.

                                  Customizing How CRM On Demand Desktop Assistant Uses the Customization Package

                                  The following table describes administrative setup work you can perform to customize how CRM On Demand Desktop Assistant registers and obtains the customization package. It lists work items in the order in which the user performs them while using the assistant. A row that does not include administrative work indicates that there is no administrative work that you can perform. In order for the assistant to start, the user must first install Oracle CRM On Demand Desktop. For more information, see Installing Oracle CRM On Demand Desktop.

                                  Table Administrative Work to Customize How CRM On Demand Desktop Assistant Uses the Customization Package

                                  Administrative Work Description For More Information

                                  You can administer some settings for the Connection tab of the CRM Desktop-Options dialog box.

                                  CRM On Demand Desktop Assistant checks the connection settings. If a connection is established, then the assistant continues.

                                  If a connection cannot be established, then the assistant displays the Oracle CRM On Demand Desktop-Options dialog box with the Connection tab active.

                                  The Use Internet Explorer Settings for Proxy-Server option is chosen by default.

                                  The Manual Proxy-Server Configuration option provides the user with a way to specify a proxy server. If your organization uses a proxy server, then you must provide the user with the required information. The user must enter the following information:

                                  • The host name for the proxy server in the Server window

                                  • The port number in the window that displays immediately to the right of the Server window

                                  The proxy server requires a separate host name and a port number.

                                  For more information on customizing the Connection tab, see Controlling the Connection Tab.

                                  None

                                  After a network connection is established, CRM On Demand Desktop Assistant displays the Oracle CRM On Demand Desktop-Login dialog box. The user enters the user name and password in the dialog box. The user name must be the User ID of the user record in the Oracle CRM On Demand database.

                                  The user ID is the same as what is used for Oracle CRM On Demand Web access, for example, WTAKUDA.

                                  The password is the same as the password that the user uses for Oracle CRM On Demand.

                                  For more information on logging into Oracle CRM On Demand, see Oracle CRM On Demand Online Help.

                                  You can change the behavior of the Oracle CRM On Demand Desktop-Login dialog box.

                                  You can hide the Save Password check box that Oracle CRM On Demand Desktop displays in the Oracle CRM On Demand Desktop-Login dialog box and prevent Oracle CRM On Demand Desktop from displaying the Oracle CRM On Demand Desktop-Login dialog box.

                                  For more information, see Changing the Login Dialog Box Behavior, and Modifying the Windows Registry to Change Oracle CRM On Demand Desktop Behavior.

                                  You can set optional parameters to specify the URL of the Oracle CRM On Demand server to which the synchronization engine connects.

                                  CRM On Demand Desktop Assistant automatically enters the URL of Oracle CRM On Demand to the Oracle CRM On Demand server in the Server URL window, for example:

                                  http://server_name/Services/Integration/

                                  You can specify the URL as an installation parameter through an option in the msiexec command line for Windows Installer.

                                  For more information, see Setting the URL for the Oracle CRM On Demand Server.

                                    Changing the Login Dialog Box Behavior

                                    You can change the behavior of the Oracle CRM On Demand Desktop-Login dialog box.

                                    To change behavior of the Oracle CRM On Demand Desktop-Login dialog box
                                    1. To hide the Save Password check box that Oracle CRM On Demand Desktop displays in the Oracle CRM On Demand Desktop-Login dialog box, set the following Windows Registry setting to 1:

                                      Connector:HideSavePasswordOption 
                                      

                                      If the user clicks Save Password in the Oracle CRM On Demand Desktop-Login dialog box, then Oracle CRM On Demand Desktop saves a copy of the password locally to the client computer. If you suppress the display of the Save Password check box, then the user must enter the password every time the user logs in to Oracle CRM On Demand Desktop.

                                    2. To prevent Oracle CRM On Demand Desktop from displaying the Oracle CRM On Demand Desktop-Login dialog box, do the following:

                                      1. Set the following Windows Registry setting to 1:

                                        SuppressLoginDialog
                                        
                                      2. Define the save_password registry key parameter in the registry editor.

                                      3. Define the Connector:LoginName registry key parameter in the registry editor.

                                        If you do not define the save_password parameter, then Oracle CRM On Demand Desktop requires the user to enter the password every time the user opens Microsoft Outlook and then synchronizes.

                                      For more information, see the following topic.

                                    How Oracle CRM On Demand Desktop Suppresses the Oracle CRM On Demand Desktop-Login Dialog Box

                                    If you suppress the display of the Oracle CRM On Demand Desktop-Login dialog box, then Oracle CRM On Demand Desktop does the following:

                                    • If the login, password, and URL connection parameters are present in the Windows Registry, and if save_password is present in the Windows Registry and set to 1, then Oracle CRM On Demand Desktop attempts to validate the user credentials on the Oracle CRM On Demand server.

                                    • If the Oracle CRM On Demand server returns an error for this login, then Oracle CRM On Demand Desktop displays the Oracle CRM On Demand Desktop-Login dialog box and allows the user to attempt to log in or to cancel the login. The Oracle CRM On Demand server returns an error if it cannot validate the login credentials.

                                    • If a connection parameter is not present in the Windows Registry, or if save_password is not present in the Windows Registry or is set to 0, then the Oracle CRM On Demand server returns a Credentials Verification Failed error. After this error, a Windows message appears in the bottom-right corner of screen. The Oracle CRM On Demand Desktop-Login dialog box is not displayed.

                                      Customizing How CRM On Demand Desktop Assistant Performs the Initial Synchronization

                                      After Oracle CRM On Demand Desktop installs the data structure, the second part of CRM On Demand Desktop Assistant is displayed, which prompts the user to set preferences and run the first synchronization session that downloads Oracle CRM On Demand records to Microsoft Outlook. The following table describes the administrative setup work that you can perform to customize how the assistant performs this initial synchronization. It lists the work items in the order in which the user performs them while the user runs the assistant.

                                      Table Administrative Work to Customize How Oracle CRM On Demand Desktop Performs the Initial Synchronization

                                      Step Description Administrative Work

                                      1

                                      After CRM On Demand Desktop Assistant installs the folder structure, it presents the following choices in the Filter Records tab of the Synchronization Control Panel dialog box:

                                      • Leave the filters at their default settings.

                                      • Choose a filter from the predefined filter that Oracle CRM On Demand Desktop uses with Oracle CRM On Demand Desktop.

                                      • Specify filter settings.

                                      The user can also specify the synchronization frequency and other settings that Oracle CRM On Demand Desktop uses.

                                      As an option, you can specify the filter settings for every user and use them when you install Oracle CRM On Demand Desktop. This option allows you customize which filters and other settings that Oracle CRM On Demand Desktop displays.

                                      You can specify the filter settings for every user and use them when you install Oracle CRM On Demand Desktop. This option allows you customize which filters and other settings that Oracle CRM On Demand Desktop displays. For more information, see Controlling the Object Types That Oracle CRM On Demand Desktop Displays inthe Filter Records Tab.

                                      2

                                      The CRM On Demand Desktop Assistant displays the Synchronization tab of the Oracle CRM On Demand Desktop-Options dialog box where the user can set the synchronization schedule. By default, Oracle CRM On Demand Desktop does the following:

                                      • Enters a check mark in the Schedule for the Automatic Synchronization Interval check box

                                      • Enters a check mark in the Show Progress During Automatic Synchronization check box

                                      • Sets the frequency slide bar to Once an Day

                                      For more information, see Controlling the Confirm Synchronization Tab.

                                      3

                                      The CRM On Demand Desktop Assistant displays the Advanced tab of the Oracle CRM On Demand Desktop-Options dialog box, where the user can share with Oracle CRM On Demand Desktop any new native Microsoft Outlook appointments, contacts or tasks that the user creates in Microsoft Outlook. By default, Oracle CRM On Demand Desktop includes a check mark in the Appointments, Contacts, Tasks check box.

                                      You cannot administer the settings of the advanced preferences tab.

                                      4

                                      The CRM On Demand Desktop Assistant displays the Oracle CRM On Demand Desktop dialog box.

                                      If SharedByDefault:NewItems registry key is set to 1, then new Microsoft Outlook items (Appointments, Task, Contacts) will be shared by default.

                                      If SharedByDefault:NewItems registry key is set to 0, then the items will be unshared by default.

                                      For more information, see How Oracle CRM On Demand Desktop Converts Contacts.

                                      After the user finishes specifying the configuration settings, Oracle CRM On Demand Desktop automatically starts the synchronization and adds content to the Oracle CRM On Demand folders. This content depends on the choices the user specifies in the CRM On Demand Desktop Assistant. After the synchronization finishes, the user can find the Oracle CRM On Demand data that Oracle CRM On Demand Desktop downloads in the corresponding Oracle CRM On Demand folders. The user can view Oracle CRM On Demand contacts that Oracle CRM On Demand Desktop downloads to the Microsoft Outlook Contacts folders. Contacts that existed in Microsoft Outlook before you installed Oracle CRM On Demand Desktop are not automatically shared with Oracle CRM On Demand Desktop. The user can use icons or group contacts to separate them from the Oracle CRM On Demand contacts according to the Shared and Not Shared attribute.

                                        How Oracle CRM On Demand Desktop Converts Contacts

                                        During the CRM On Demand Desktop Assistant, the following confirmation message is displayed:

                                        Should the Oracle CRM On Demand Desktop installation process convert existing Microsoft Outlook contacts to unshared business contacts?

                                        Depending on the option you select, the following happens:

                                        • If you select Yes. Oracle CRM On Demand Desktop converts native Microsoft Outlook contacts to Oracle CRM On Demand contacts, and the user can share these Microsoft Outlook contacts with Oracle CRM On Demand. Oracle CRM On Demand Desktop does not automatically share contacts. The user must manually choose to share each contact.

                                        • If you select No. The contacts remain as native Microsoft Outlook contacts. After the CRM On Demand Desktop Assistant finishes, the user can use the Actions menu to convert native contacts to Oracle CRM On Demand contacts in an unshared state, and then manually share the contacts with Oracle CRM On Demand Desktop. If the user does not convert these contacts, then the user can share the existing Microsoft Outlook contacts with Oracle CRM On Demand Desktop at a later stage.

                                          How Oracle CRM On Demand Desktop Handles Duplicate Contacts

                                          During initial synchronization, Oracle CRM On Demand Desktop determines whether the user's private, pre-existing Microsoft Outlook contacts are the same as downloaded contacts from Oracle CRM On Demand. If a Microsoft Outlook contact has the same first name, last name, and email address as any contact downloaded from Oracle CRM On Demand, then these contacts are considered duplicates, and you can resolve this conflict. For more information on how Oracle CRM On Demand supports deduplication, see How Oracle CRM On Demand Desktop Handles a Conflict During Synchronization.

                                          To locate and merge duplicate contacts
                                          1. In the left pane of Microsoft Outlook, select the Contacts folder.

                                          2. In the Contacts window, click the Manage Contact Duplicates button.

                                            The Manage Contact Duplicates window appears. The left pane of the Manage Contact Duplicates window lists the duplicate contacts. The right pane shows values of Microsoft Outlook and Oracle CRM On Demand attribute values. Attribute values marked with a green check mark are identical, while those that are marked with a red cross are different.

                                            Note: If a contact has several matching duplicate contacts in Oracle CRM On Demand, then this contact cannot be merged.
                                          3. Select a contact from the left CRM On Demand Contact pane, then click Compare and Merge.

                                            This opens the Resolve Duplicate window.

                                          4. To merge duplicate contacts, do one of the following:

                                            • Select a contact attribute value in the left Outlook pane, and click the right arrow icon to merge that value with the Oracle CRM On Demand attribute value.

                                            • Click the move all icon to merge all contact values in the Outlook pane with the Oracle CRM On Demand attribute.

                                          5. Click Merge and Next to merge all values and to switch to the next set of duplicate contacts.

                                          6. (Optional) If you want keep a CRM On Demand contact, and if you do not want to merge it with a Microsoft Outlook contact, then click Next Contact to skip to the next duplicate contacts.

                                          7. Repeat Step 4 and Step 5 until you have merged all the required contacts.

                                          8. Click Close.

                                          To merge duplicates automatically
                                          1. In the left pane of Microsoft Outlook, select the Contacts folder.

                                          2. In the Contacts window, click the Manage Contact Duplicates button.

                                            The Manage Contact Duplicates window appears. The left pane of the Manage Contact Duplicates window lists the duplicate contacts. The right pane shows values of Microsoft Outlook and Oracle CRM On Demand attribute values. Attribute values marked with a green check mark are identical, while those that are marked with a red cross are different.

                                          3. Click Auto-Merge, then click OK to confirm.

                                            Installing Oracle CRM On Demand Desktop Using the Microsoft Group Policy Object

                                            This topic describes how to use the Microsoft Group Policy Object to install Oracle CRM On Demand Desktop for each user. It includes an optional step that describes how to install it for anyone who uses the client computer. For detailed information on how to use the Microsoft Group Policy Object, see the Microsoft TechNet Web site.

                                            To use the Group Policy Object to install Oracle CRM On Demand Desktop

                                            1. Make sure the user runs Microsoft Outlook on the client computer at least one time.

                                              For more information, see Starting Microsoft Outlook Before You Install Oracle CRM On Demand Desktop.

                                            2. Create an .MST transform file, using a third-party tool, such as Orca.

                                              This file contains the custom parameters that Oracle CRM On Demand Desktop requires to complete an installation, for example, the name of the Oracle CRM On Demand server, and so on.

                                            3. Create the Group Policy Object as follows:

                                              1. Navigate to your Microsoft Active Directory environment.

                                              2. In the Group Policy Object Editor, create a package under the User Configuration section, not the Computer Configuration.

                                              3. Set the Deployment method of the package to Assigned.

                                              4. On the Deployment tab of the package Properties, select the Install this application at logon checkbox.

                                              5. On the Modifications tab, specify the network path that identifies the location of the .MST file and the .MSI file, for example:

                                                \\server\install\CRMDesktop\transform.mst

                                              6. Optional. To install Oracle CRM On Demand Desktop for anyone who uses the client computer, set the ALLUSERS property to 1 in the Property table. You set this property in the transform file that you created in Step 2.

                                              7. Optional. Make sure the workstations where you install Oracle CRM On Demand Desktop can access the network path to the .MST file and the .MSI file that you specified in Step e.

                                              Using a Microsoft SMS Package to Install Oracle CRM On Demand Desktop

                                              This topic provides guidelines on how to use a Microsoft SMS Package to install Oracle CRM On Demand Desktop for each user. It includes optional steps that describes how to install it for anyone who uses the client computer. For detailed information on how to use Microsoft SMS Package, see the Microsoft TechNet Web site.

                                              To use a Microsoft SMS Package to install Oracle CRM On Demand Desktop

                                              1. Make sure the user runs Microsoft Outlook on the client computer at least one time.

                                                For more information, see Starting Microsoft Outlook Before You Install Oracle CRM On Demand Desktop.

                                              2. Extract the MSI file from the EXE package by using following command:

                                                Oracle CRM On Demand Desktop.5.0.0.x.exe /b"DRIVE:\PATH" 
                                                

                                                where DRIVE:\PATH is the path to store resulting *.msi

                                              3. Create an .MST transform file, using a third-party tool, such as Orca.

                                                This file contains the custom parameters that Oracle CRM On Demand Desktop requires to complete an installation, for example, the name of the Oracle CRM On Demand server, and so on.

                                              4. Create a .BAT file that includes the following command:

                                                msiexec.exe /qn /i "\\server\install\CRMDesktop\Oracle CRM On Demand 
                                                Desktop.5.0.0.x.exe" TRANSFORMS="\\server\install\CRMDesktop\transform.mst"
                                                
                                              5. For the Microsoft SMS Package that contains the Oracle CRM On Demand Desktop application, choose the Data Source tab.

                                                This package contains the source files.

                                              6. Select the following check box:

                                                Always Obtain Files from Source Directory

                                              7. For the Program object of Oracle CRM On Demand Desktop within the package:

                                                1. Click the General tab.

                                                2. In the Command line window, specify the .bat file, and select the Run to Hidden check box.

                                                3. Click the Environment tab, and then enter information using values from the following table.

                                                  Window Value

                                                  Program can run

                                                  Only when a user is logged on

                                                  Run mode

                                                  Run with user's rights

                                                  Drive mode

                                                  Runs with UNC name

                                                Starting Microsoft Outlook Before You Install Oracle CRM On Demand Desktop

                                                If a user starts Microsoft Outlook for the first time on a new workstation, and if a configured mail profile for Microsoft Outlook does not exist, and if you attempt a silent installation, then the installation fails. For the installation to run successfully, a configured mail profile for Microsoft Outlook must exist. Microsoft Outlook creates this profile the first time a user starts Microsoft Outlook.

                                                The following sequence must occur:

                                                1. User starts Microsoft Outlook.

                                                2. User exits Microsoft Outlook.

                                                3. You install Oracle CRM On Demand Desktop.

                                                4. User starts Microsoft Outlook again. Oracle CRM On Demand Desktop completes the installation and enters Oracle CRM On Demand Desktop data in the lists and fields in Microsoft Outlook.

                                                  Using the Command Line to Set Optional Parameters

                                                  You can use the command line to set optional parameters that affect the installation. This topic includes the following information:

                                                  You can run the Oracle CRM On Demand Desktop.5.0.0.x.exe installation package from the DOS command line interface on the client computer. Oracle CRM On Demand Desktop supports all parameters that can be set in the Windows Installer msiexec command line. For more information on command line options for the Windows Installer, see the Microsoft TechNet Web site.

                                                  To use the command line to set optional parameters

                                                  1. Open a command line.

                                                  2. Go to the directory that contains the Oracle CRM On Demand Desktop.5.0.0.x.exe file, for example:

                                                    c:\WINDOWS\system32.
                                                    
                                                  3. Enter the Windows Installer command using the following format:

                                                    msiexec.exe /I Oracle CRM On Demand Desktop.5.0.0.x.exe optional_parameter_1 
                                                    optional_parameter_n
                                                    

                                                    where:

                                                    • optional_parameter is a parameter you can enter that Oracle CRM On Demand Desktop executes when you run the Oracle CRM On Demand Desktop.5.0.0.x.exe installation package, for example:

                                                      msiexec.exe /I Oracle CRM On Demand Desktop.5.0.0.x.exe 
                                                      INSTALLDIR=c:\My_Custom_Directory OL_PROFILE="test PST"
                                                      

                                                      Apply the following conditions:

                                                      • You must specify each optional parameter in the same command line after the name of the Oracle CRM On Demand Desktop.5.0.0.x.exe file.

                                                      • To separate each optional parameter, you must enter a space without a slash (/).

                                                      • You can arrange optional parameters in any order.

                                                  4. Press Enter.

                                                    The Welcome dialog box of the Oracle CRM On Demand Desktop Setup wizard displays.

                                                    Abbreviating the Installation Procedure

                                                    If you do not want to install using the installation dialog boxes, then you can use the optional QR parameter. If you use the QR parameter, then the Oracle CRM On Demand Desktop.5.0.0.x.exe installation package does not display dialog boxes that require user action.

                                                    To use the QR parameter to abbreviate the installation procedure
                                                    • Append the QR parameter to the msiexec command, for example:

                                                      msiexec.exe /I Oracle CRM On Demand Desktop.5.0.0.x.exe 
                                                      INSTALLDIR=c:\My_Custom_Directory OL_PROFILE="test PST" /QR
                                                      

                                                      Setting the Oracle CRM On Demand Desktop Installation Directory

                                                      To change the default location of where the Oracle CRM On Demand Desktop.5.0.0.x.exe installation package saves files during installation, you can use the optional INSTALLDIR parameter. Oracle CRM On Demand Desktop.5.0.0.x.exe installs to the following directory for Microsoft Windows 7, by default:

                                                      C:\Users\username\AppData\Roaming\Oracle\CRM OnDemand Desktop\ 
                                                      
                                                      To set the Oracle CRM On Demand Desktop installation directory
                                                      • Enter the following parameter on the msiexec command line anywhere after the mandatory Oracle CRM On Demand Desktop.5.0.0.x.exe name parameter:

                                                        INSTALLDIR=directory_path
                                                        

                                                        For example:

                                                        \Documents and Settings\username\Desktop\Oracle CRM On Demand Desktop.5.0.0.x.exe
                                                        

                                                        where:

                                                      • username is the name of the user, such as WTAKUDA.

                                                        Setting the URL for the Oracle CRM On Demand Server

                                                        To specify the URL of the Oracle CRM On Demand server to which the synchronization engine connects, you can set optional parameters.

                                                        To set the URL for the Oracle CRM On Demand server
                                                        1. Enter the following parameters on the msiexec command line anywhere after the mandatory Oracle CRM On Demand Desktop.5.0.0.x.exe name parameter:

                                                          ONDEMAND_SERVER_PROTOCOL=protocol ONDEMAND_SERVER_HOST=host_name_or_address 
                                                          ONDEMAND_SERVER_PORT=server_port ONDEMAND_SERVER_COMPONENT=component_name 
                                                          ONDEMAND_SERVER_SUFFIX=request_suffix
                                                          

                                                          where:

                                                          • protocol is http, which is the default value.

                                                          • host_name_or_address is the computer name or IP address of the target server. This parameter is empty by default. To use a fully qualified domain name for the server_address variable, you must set the EnableFQDN parameter in the configuration (cfg) file.

                                                          • server_port is 443 for production environments. The default value is 80.

                                                          • component_name is empty, which is the default value.

                                                          • request_suffix is the following default value: Services/Integration/

                                                        For example:

                                                        msiexec.exe /I Oracle CRM On Demand Desktop.5.0.0.x.exe 
                                                        ONDEMAND_SERVER_PROTOCOL=http ONDEMAND_SERVER_HOST=sdcv440s133.ondemand.com 
                                                        ONDEMAND_SERVER_PORT=80 ONDEMAND_SERVER_COMPONENT= ONDEMAND_SERVER_SUFFIX= 
                                                        Services/Integration/
                                                        

                                                        No parameters are required.

                                                        Because any information that you define in these parameters sets the parameter values in the Windows Registry, the end user is not required to set them. For example, the protocol variable of the ONDEMAND_SERVER_PROTOCOL parameter overrides the Connector:Protocol entry in the Windows Registry. For more information, see Modifying the Windows Registry to Change Oracle CRM On Demand Desktop Behavior. You can also use XML code to override the URL. For more information, see XML Code to Customize Forms.

                                                          Setting the Microsoft Outlook Profile for Oracle CRM On Demand

                                                          You can set the optional OL_PROFILE parameter in the msiexec command line. In the context of Oracle CRM On Demand, a Microsoft Outlook profile is the standard Microsoft Outlook concept that Oracle CRM On Demand uses to recall the email accounts and the settings that tell Microsoft Outlook where email is stored for the user. The OL_PROFILE parameter specifies the Microsoft Outlook profile where Oracle CRM On Demand is installed.

                                                          To set the Microsoft Outlook profile for Oracle CRM On Demand
                                                          • Enter the following parameter on the msiexec command line anywhere after the mandatory Oracle CRM On Demand Desktop.5.0.0.x.exe name parameter:

                                                            OL_PROFILE=”my_profile"
                                                            

                                                            where:

                                                            my_profile is the name of the profile that is added in Microsoft Outlook.

                                                            For example:

                                                            msiexec.exe /I Oracle CRM On Demand Desktop.5.0.0.x.exe OL_PROFILE="test PST"
                                                            

                                                          Oracle CRM On Demand supports the following values for the OL_PROFILE parameter:

                                                          • $DEFAULT. Oracle CRM On Demand uses the default profile or default folder file. The default profile is the profile that you specify in Windows by choosing the Start menu, navigating to Control Panel, Mail, Show Profiles, and then specifying a profile in the window of the Always Use This Profile option. The default folder is the folder that is specified for email delivery in the OL_PROFILE parameter.

                                                          • $PREFERRED. The following conditions apply:

                                                            • If you do not specify a value for the OL_PROFILE parameter, then Oracle CRM On Demand uses the value in $PREFERRED as the default value.

                                                            • If you specify $PREFERRED as the value for the OL_PROFILE parameter, then Oracle CRM On Demand uses the same algorithm that it uses to determine the value of $DEFAULT. The exception is that if Oracle CRM On Demand does not find a default profile or finds a profile that is not valid, then Oracle CRM On Demand chooses any other suitable profile.

                                                            Upgrading Oracle CRM On Demand Desktop from Version 5.0 to Version 5.1

                                                            New versions of Oracle CRM On Demand Desktop are periodically made available to you through Oracle CRM On Demand. Upgrading your installation of Oracle CRM On Demand Desktop is similar to installing Oracle CRM On Demand Desktop. For more information on installing and hosting Oracle CRM On Demand Desktop, see Process of Installing Oracle CRM On Demand Desktop. To prevent data loss during an upgrade, complete the following procedure.

                                                            Note: It is recommended that you uninstall your existing version of Oracle CRM On Demand Desktop and install the latest version soon after it is made available.

                                                            To upgrade Oracle CRM On Demand Desktop from Version 5.0 to Version 5.1

                                                            1. Download the upgraded installer with the latest customization package from the Oracle Software Delivery Cloud Web site.

                                                              For more information on downloading the Oracle CRM On Demand Desktop installer, see Obtaining the Oracle CRM On Demand Desktop Installer.

                                                            2. Update the files in the customization package for the current version of Oracle CRM On Demand Desktop.

                                                              For more information on updating the files in the customization package, see Updating Oracle CRM On Demand Desktop Product-Specific Files from Version 5.0 to Version 5.1.

                                                            3. Customize Oracle CRM On Demand Desktop as required.

                                                              For information on customizing Oracle CRM On Demand Desktop and the customization package, see Customizing Oracle CRM On Demand Desktop.

                                                            4. Schedule a date to perform the upgrade, and notify all Oracle CRM On Demand Desktop users.

                                                            5. Inform all Oracle CRM On Demand Desktop users that if they do not perform a synchronization before this date, then the previous version of Oracle CRM On Demand Desktop might not work.

                                                              For more information, see Preventing Data Loss When Upgrading a Customization Package.

                                                            6. Add an end date to all currently active customization packages.

                                                            7. Create the new customization package administration records in Oracle CRM On Demand.

                                                              The start date of this customization package must be equal to the scheduled upgrade date.

                                                            8. Upload the new installer to the required location.

                                                              If the Oracle CRM On Demand Desktop user installs the new installer after the new customization package becomes active, then the new installer will work immediately. However, if the Oracle CRM On Demand Desktop user installs the new installer before the start date specified on the new customization package, then one of two possibilities can happen:

                                                              • Oracle CRM On Demand Desktop might not function during the period leading up to the scheduled start date.

                                                              • Oracle CRM On Demand Desktop might function but will require a synchronization on the scheduled start date.

                                                              Updating Oracle CRM On Demand Desktop Product-Specific Files from Version 5.0 to Version 5.1

                                                              If you have upgraded Oracle CRM On Demand Desktop from Version 5.0 to Version 5.1, then you must manually update all the product-specific files before you begin to use the current version of Oracle CRM On Demand Desktop. These updates preserve your configuration from Version 5.0 while maintaining compatibility with the metadata for the current release and allow you to use the new features.

                                                              In this procedure, you update the following files:

                                                              • forms.js

                                                              • business_logic.js

                                                              • helpers.js

                                                              • application_script.js

                                                              • connector_configuration.xml

                                                              • autoresolver.js

                                                              • dialogs.xml

                                                              • forms_12*.xml

                                                              • info.xml

                                                              • od_basic_mapping.xml

                                                              • od_meta_info.xml

                                                              • security_utils.js

                                                              • package_res.xml

                                                              For more information on customization package files, see Files in the Customization Package.

                                                              To update Oracle CRM On Demand Desktop product-specific files from Version 5.0 to Version 5.1

                                                              1. Update the forms.js file as follows:

                                                                1. Locate the following code:

                                                                  {
                                                                  "caption": "obj_leads_plural",
                                                                  "view_id": "leads:salesbook",
                                                                  "allow_new": false,
                                                                  "search_by": ["LeadFirstName",
                                                                  "LeadLastName"
                                                                  ],
                                                                  "image": "type_image:Lead:16",
                                                                  "display_name_fn": function(ctx, item) {
                                                                     return item["LeadFirstName"] +" " + item["LeadLastName"];
                                                                  },
                                                                  
                                                                2. Replace this code with the following:

                                                                  {
                                                                  "caption": "obj_leads_plural",
                                                                  "view_id": "leads:salesbook",
                                                                  "allow_new": true,
                                                                  "search_by": ["LeadFirstName", "LeadLastName"],
                                                                  "image": "type_image:Lead:16",
                                                                  "display_name_fn": function(ctx, item) {
                                                                     return item["LeadFirstName"] + " " + item["LeadLastName"];
                                                                  },
                                                                  
                                                                3. Locate the following code:

                                                                  if (ctx.item_ex.get_id() == null) {
                                                                     var created_through_salesbook = ctx.created_from_ctx != null && 
                                                                  !!ctx.created_from_ctx.created_from_ctx_type;
                                                                     shared_on_open = helpers.get_defaults(ctx.session) != null && 
                                                                  (created_through_salesbook || ctx.application
                                                                        .settings.get("SharedByDefault:NewItems") == 1);
                                                                     ctx.item_ex.set_property("SiebelShared", shared_on_open);
                                                                  }
                                                                  
                                                                4. Replace this code with the following:

                                                                  if (ctx.item_ex.get_id() == null) {
                                                                     var created_through_salesbook = ctx.created_from_ctx != null && 
                                                                  !!ctx.created_from_ctx.created_from_ctx_type;
                                                                     shared_on_open = od_helpers.get_defaults(ctx.session) != null && 
                                                                  (created_through_salesbook || ctx.application
                                                                        .settings.get("SharedByDefault:NewItems") == 1);
                                                                     ctx.item_ex.set_property("SiebelShared", shared_on_open);
                                                                  }
                                                                  
                                                                5. Locate the following code:

                                                                  form.share_contact.checked = true;
                                                                  }
                                                                  else
                                                                  if (form.item.snapshot.ObjectState != 0 && ctx.ui.message_box(0, 
                                                                  ctx.session.res_string("msg_want_to_delete"), 
                                                                  ctx.session.res_string("msg_unshare_caption") + " " + ctx.item_ex.get_type(), 
                                                                  0x44) != 6) form.share_contact.checked = true;
                                                                  }
                                                                  else {
                                                                     if (!form.item.AddrConvertedFrom) {
                                                                        var cont_converter = new business_logic.contact_conversion_helper(ctx);
                                                                        cont_converter.convert_to_ondemand(ctx.item_ex, 
                                                                  cont_addr_opener.dialog());
                                                                  iconcat_baddr(form.item);
                                                                  }
                                                                     od_helpers.check_sharing_possibility(ctx, form.share_contact);
                                                                  }
                                                                  setShareBarCaption(ctx, form.share_contact, null, 1);
                                                                  }
                                                                  var form_saving = function()
                                                                  
                                                                6. Replace this code with the following:

                                                                  form.share_contact.checked = true;
                                                                  }
                                                                  else
                                                                  if (ctx.security_descriptor.is_synced() && ctx.ui.message_box(0, 
                                                                  ctx.session.res_string("msg_want_to_delete"),
                                                                  ctx.session.res_string("msg_unshare_caption") + " " + ctx.item_ex.get_type(), 
                                                                  0x44) != 6) form.share_contact
                                                                  .checked = true;
                                                                  }
                                                                  else {
                                                                     od_helpers.check_sharing_possibility(ctx, form.share_contact);
                                                                  }
                                                                  setShareBarCaption(ctx, form.share_contact, null, 1);
                                                                  form.CompanyNameLbl.visible = !form.share_contact.checked;
                                                                  form.CompanyName.visible = !form.share_contact.checked;
                                                                  }
                                                                  var form_saving = function()
                                                                  
                                                                7. Locate the following code:

                                                                  //FORM EVENTS
                                                                  form.on_saving.connect(form_saving);
                                                                  form.on_saved.connect(form_saved);
                                                                  }
                                                                  // LEAD FORM SCRIPTS //
                                                                  
                                                                8. Replace this code with the following:

                                                                  //FORM EVENTS
                                                                  form.on_saving.connect(form_saving);
                                                                  form.on_saved.connect(form_saved);
                                                                  form.CompanyNameLbl.visible = !ctx.item_ex.get_property("SiebelShared");
                                                                  form.CompanyName.visible = !ctx.item_ex.get_property("SiebelShared");
                                                                  }
                                                                  
                                                                  // LEAD FORM SCRIPTS //
                                                                  
                                                                9. Locate the following code:

                                                                  var ownership_mode = ctx.security_descriptor.ownership_mode(),
                                                                     form = ctx.form,
                                                                     type = form.item.type_id,
                                                                     current_user_link = {
                                                                        "item_ex": ctx.item_ex,
                                                                        "with_id": helpers.get_current_user_id(ctx.session),
                                                                        "tag": "direct"
                                                                     },
                                                                     current_user_link_mvg = helpers.merge_contexts(current_user_link, {
                                                                        "tag": "mvg",
                                                                        "params": {
                                                                           "is_manual_operation": false
                                                                        }
                                                                     });
                                                                  if (!is_activity_subform(type)) {
                                                                  
                                                                10. Replace this code with the following:

                                                                  var ownership_mode = ctx.security_descriptor.ownership_mode(),
                                                                     form = ctx.form,
                                                                     type = form.item.type_id,
                                                                     current_user_link = {
                                                                        "item_ex": ctx.item_ex,
                                                                        "with_id": od_helpers.get_current_user_id(ctx.session),
                                                                        "tag": "direct"
                                                                     },
                                                                     current_user_link_mvg = helpers.merge_contexts(current_user_link, {
                                                                        "tag": "mvg",
                                                                        "params": {
                                                                           "is_manual_operation": false
                                                                        }
                                                                     });
                                                                  if (!is_activity_subform(type)) {
                                                                  
                                                                11. Locate the following code:

                                                                  if (ctrl.checked || shared) {
                                                                     caption = ctx.session.res_string("btn_shared");
                                                                  } else {
                                                                     caption = helpers.replace_all("{full_name}", 
                                                                  ctx.form.item.snapshot.ContactFullName, 
                                                                  ctx.session.res_string("btn_share_contact"))
                                                                  }
                                                                  }
                                                                  ctrl.caption = caption;
                                                                  
                                                                12. Replace this code with the following:

                                                                  if (ctrl.checked || shared) {
                                                                     caption = ctx.session.res_string("btn_shared");
                                                                  } else {
                                                                     var contact_name = ctx.form.item.get_instant("ContactFullName");
                                                                     if(!helpers.is_null_or_empty(contact_name)){
                                                                        caption = helpers.replace_all("{full_name}", contact_name, 
                                                                  ctx.session.res_string("btn_share_contact"));
                                                                     } else {
                                                                        caption = ctx.session.res_string("btn_share");
                                                                     }
                                                                  }
                                                                  }
                                                                  ctrl.caption = caption;
                                                                  
                                                              2. Update the business_logic.js file as follows:

                                                                1. Locate the following code:

                                                                  var result = new Array();
                                                                  if (addr != "" && addr != null) {
                                                                     var curr_user_id = helpers.get_current_user_id(session);
                                                                     var filter = session.create_criteria("and");
                                                                     filter.add(session.create_expression("ContactEmail", "like", addr));
                                                                     filter.add(session.create_expression("SiebelShared", "eq", true));
                                                                  
                                                                2. Replace this code with the following:

                                                                  var result = new Array();
                                                                  if (addr != "" && addr != null) {
                                                                     var curr_user_id = od_helpers.get_current_user_id(session);
                                                                     var filter = session.create_criteria("and"); 
                                                                     filter.add(session.create_expression("ContactEmail", "like", addr));
                                                                     filter.add(session.create_expression("SiebelShared", "eq", true));
                                                                  
                                                                3. Locate the following code:

                                                                  helpers.for_each(session.find_items("User", filter), function(item) {
                                                                     result.push(item.id)
                                                                  });
                                                                  if (result.length == 0 && account_addresses != null && 
                                                                  include.helpers.contains(account_addresses, addr)) 
                                                                  result.push(include.helpers.get_current_user_id(session));
                                                                  }
                                                                  return result;
                                                                  }
                                                                  
                                                                4. Replace this code with the following:

                                                                  helpers.for_each(session.find_items("User", filter), function(item) {
                                                                     result.push(item.id)
                                                                  });
                                                                  if (result.length == 0 && account_addresses != null && 
                                                                  include.helpers.contains(account_addresses, addr)) 
                                                                  result.push(include.od_helpers.get_current_user_id(session));
                                                                  }
                                                                  return result;
                                                                  }
                                                                  
                                                                5. Locate the following code:

                                                                  var result = new Array();
                                                                  if (addr != "" && addr != null) {
                                                                     var curr_user_id = helpers.get_current_user_id(session);
                                                                     var filter = session.create_criteria("and");
                                                                     filter.add(session.create_expression("LeadEmail", "like", addr)); 
                                                                     helpers.for_each(session.find_items("Lead", filter), function(item) {
                                                                        result.push(item.id)
                                                                     });
                                                                  
                                                                6. Replace this code with the following:

                                                                  var result = new Array();
                                                                  if (addr != "" && addr != null) {
                                                                     var curr_user_id = od_helpers.get_current_user_id(session);
                                                                     var filter = session.create_criteria("and");
                                                                     filter.add(session.create_expression("LeadEmail", "like", addr));
                                                                     helpers.for_each(session.find_items("Lead", filter), function(item) {
                                                                        result.push(item.id)
                                                                     });
                                                                  
                                                                7. Locate the following code:

                                                                  var mode = od_helpers.get_ownership_mode(ctx, action_ctx.type);
                                                                  if (mode == "mixed" || mode == "owner") {
                                                                     var curr_user_id = helpers.get_current_user_id(ctx.session),
                                                                        with_user_id = action_ctx.with_id;
                                                                     var is_manual_operation = action_ctx.params == null || 
                                                                  action_ctx.params.is_manual_operation;
                                                                     // prevent manual set primary to non-current user
                                                                  
                                                                8. Replace this code with the following:

                                                                  var mode = od_helpers.get_ownership_mode(ctx, action_ctx.type);
                                                                  
                                                                  if (mode == "mixed" || mode == "owner") {
                                                                     var curr_user_id = od_helpers.get_current_user_id(ctx.session),
                                                                        with_user_id = action_ctx.with_id;
                                                                     var is_manual_operation = action_ctx.params == null || 
                                                                  action_ctx.params.is_manual_operation;
                                                                     // prevent manual set primary to non-current user
                                                                  
                                                                9. Locate the following code:

                                                                  var item_ex = ctx.item_ex;
                                                                  var default_type_id = item_ex ? item_ex.get_type() : null;
                                                                  type_id = type_id || default_type_id;
                                                                  var current_user_id = helpers.get_current_user_id(ctx.session);
                                                                  if (current_user_id != null && type_id && item_ex) {
                                                                     var ownership_mode = od_helpers.get_ownership_mode(ctx, type_id);
                                                                  
                                                                10. Replace this code with the following:

                                                                  var item_ex = ctx.item_ex;
                                                                  var default_type_id = item_ex ? item_ex.get_type() : null;
                                                                  type_id = type_id || default_type_id;
                                                                  var current_user_id = od_helpers.get_current_user_id(ctx.session);
                                                                  if (current_user_id != null && type_id && item_ex) {
                                                                     var ownership_mode = od_helpers.get_ownership_mode(ctx, type_id);
                                                                  
                                                                11. Locate the following code:

                                                                  function prefill_owner_od(ctx) {
                                                                     var current_user_id = helpers.get_current_user_id(ctx.session);
                                                                     return current_user_id;
                                                                  }
                                                                  
                                                                12. Replace this code with the following:

                                                                  function prefill_owner_od(ctx){
                                                                     var current_user_id = od_helpers.get_current_user_id(ctx.session);
                                                                     return current_user_id;
                                                                  }
                                                                  
                                                                13. Locate the following code:

                                                                  }
                                                                  if (!book_id) {
                                                                     var defaults = helpers.get_defaults(ctx.session),
                                                                        user_default_book_name = defaults != null ? defaults.DefaultBookName : "",
                                                                        user_default_book = ctx.session.find_item("Book", 
                                                                  od_helpers.create_expression_or_null_value_filter(ctx.session,"Label", "eq", 
                                                                  user_default_book_name));
                                                                     book_id = user_default_book != null ? user_default_book.Value : book_id;
                                                                  
                                                                14. Replace this code with the following:

                                                                  }
                                                                  if (!book_id) {
                                                                     var defaults = od_helpers.get_defaults(ctx.session),
                                                                        user_default_book_name = defaults != null ? defaults.DefaultBookName :"", 
                                                                        user_default_book = ctx.session.find_item("Book", 
                                                                  od_helpers.create_expression_or_null_value_filter(ctx.session, "Label", "eq", 
                                                                  user_default_book_name));
                                                                     book_id = user_default_book != null ? user_default_book.Value :book_id;
                                                                  
                                                                15. Locate the following code:

                                                                  var fill_owner = ownership_mode != "book" && !(ownership_mode == "mixed" && 
                                                                  prefill_book(ctx, item_ex)); // prefill owner in mixed mode if no book was 
                                                                  prefilled
                                                                  if (fill_owner) {
                                                                     current_user_id = helpers.get_current_user_id(ctx.session);
                                                                  }
                                                                  return current_user_id;
                                                                  }
                                                                  
                                                                16. Replace this code with the following:

                                                                  var fill_owner = ownership_mode != "book" && !(ownership_mode == "mixed" && 
                                                                  prefill_book(ctx, item_ex)); // prefill owner in mixed mode if no book was 
                                                                  prefilled
                                                                  if (fill_owner) {
                                                                     current_user_id = od_helpers.get_current_user_id(ctx.session);
                                                                  }
                                                                  return current_user_id;
                                                                  }
                                                                  
                                                                17. Locate the following code:

                                                                  function get_default_currency_code_od(ctx) {
                                                                     var defaults = helpers.get_defaults(ctx.session);
                                                                     var currency_code = null;
                                                                     if ((defaults != null) && (defaults["CurrencyCode"] != null)) {
                                                                  
                                                                18. Replace this code with the following:

                                                                  function get_default_currency_code_od(ctx){
                                                                     var defaults = od_helpers.get_defaults(ctx.session);
                                                                     var currency_code = null;
                                                                     if ((defaults != null) && (defaults["CurrencyCode"] != null)) {
                                                                  
                                                                19. Locate the following code:

                                                                  {
                                                                     var sales_process_id = null,
                                                                        filter = ctx.session.create_criteria("and"),
                                                                        defaults = helpers.get_defaults(ctx.session);
                                                                     if ((defaults != null) && (defaults["SalesProcessId"] != "")){
                                                                     // default sales process which is set for the user’s role
                                                                  
                                                                20. Replace this code with the following:

                                                                  {
                                                                     var sales_process_id = null, 
                                                                        filter = ctx.session.create_criteria("and"),
                                                                        defaults = od_helpers.get_defaults(ctx.session);
                                                                     if ((defaults != null) && (defaults["SalesProcessId"] != "")){
                                                                     // default sales process which is set for the user’s role
                                                                  
                                                                21. Locate the following code:

                                                                  {
                                                                     var LanguageCode;
                                                                     var access_profile = ctx.session.res_string("lang_default_access_profile");
                                                                     var defaults = helpers.get_defaults(ctx.session);
                                                                     if ((defaults != null) && (defaults["LanguageCode"] != null)){
                                                                     // user LanguageCode
                                                                  
                                                                22. Replace this code with the following:

                                                                  {
                                                                     var LanguageCode;
                                                                     var access_profile = ctx.session.res_string("lang_default_access_profile");
                                                                     var defaults = od_helpers.get_defaults(ctx.session);
                                                                     if ((defaults != null) && (defaults["LanguageCode"] != null)) {
                                                                     // user LanguageCode
                                                                  
                                                                23. Locate the following code:

                                                                  function get_current_user_login(ctx) {
                                                                     var user_login = "";
                                                                     var defaults = include.helpers.get_defaults(ctx.session);
                                                                     if (defaults != null) {
                                                                        user_login = ctx.session.open_item(defaults.CurrentUser)["Login Name"];
                                                                  
                                                                24. Replace this code with the following:

                                                                  function get_current_user_login(ctx) {
                                                                     var user_login = "";
                                                                     var defaults = include.od_helpers.get_defaults(ctx.session);
                                                                     if (defaults != null) {
                                                                        user_login = ctx.session.open_item(defaults.CurrentUser)["Login Name"];
                                                                  
                                                                25. Locate the following code:

                                                                  scheme.objects.get_object("Activity").get_field("ObjectState")["initial_value"] 
                                                                  = 0;
                                                                  scheme.objects.get_object("Activity").get_field("SiebelShared")["initial_value"
                                                                  ] = true;
                                                                  scheme.objects.get_object("Activity").get_field("SuppressFileAs")["initial_valu
                                                                  e_res"] ="lang_general_initial_fileas";
                                                                  scheme.objects.get_object("Activity").get_field("Priority")["initial_value_res"
                                                                  ] = "lang_action_priority_low";
                                                                  scheme.objects.get_object("Activity").get_field("DueDate")["initial_value_fn"] 
                                                                  = date_today_no_time;
                                                                  scheme.objects.get_object("Activity")["initial_links_fn"] = 
                                                                  prefill_activity_owner;
                                                                  scheme.objects.get_object("Activity").get_field("BookId")["initial_value_fn"] = 
                                                                  prefill_book;
                                                                  
                                                                26. Replace this code with the following:

                                                                  scheme.objects.get_object("Activity").get_field("ObjectState")["initial_value"] 
                                                                  = 0;
                                                                   scheme.objects.get_object("Activity").get_field("SiebelShared")["initial_value"
                                                                  ] = true;
                                                                   scheme.objects.get_object("Activity").get_field("SuppressFileAs")["initial_valu
                                                                  e_res"] = "lang_general_initial_fileas";
                                                                   scheme.objects.get_object("Activity").get_field("Priority")["initial_value_fn"] 
                                                                  = function(ctx, item_ex)
                                                                  {
                                                                  return get_pl_default_value(ctx, "ActivityPriorityPicklist", 
                                                                  "lang_action_priority_low");
                                                                  }
                                                                  scheme.objects.get_object("Activity").get_field("DueDate")["initial_value_fn"] 
                                                                  = date_today_no_time;
                                                                  scheme.objects.get_object("Activity")["initial_links_fn"] = 
                                                                  prefill_activity_owner;
                                                                  scheme.objects.get_object("Activity").get_field("BookId")["initial_value_fn"] = 
                                                                  prefill_book;
                                                                  
                                                                27. Locate the following code:

                                                                  scheme.objects.get_object("Contact").get_field("ObjectState")["initial_value"] 
                                                                  = 0;
                                                                  scheme.objects.get_object("Contact")["initial_links_fn"] = prefill_owner;
                                                                  scheme.objects.get_object("Contact").get_field("CurrencyCode")["initial_value_f
                                                                  n"] = get_default_currency_code_od;
                                                                   scheme.objects.get_object("Contact").get_field("SuppressFileAs")["initial_value
                                                                  _res"] = "lang_general_initial_fileas";
                                                                   scheme.objects.get_object("Contact").get_field("BookId")["initial_value_fn"] = 
                                                                  prefill_book;
                                                                   scheme.objects.get_object("Account").get_field("SuppressFileAs")["initial_value
                                                                  _res"] = "lang_general_initial_fileas";
                                                                  
                                                                28. Replace this code with the following:

                                                                  scheme.objects.get_object("Contact").get_field("ObjectState")["initial_value"] 
                                                                  = 0;
                                                                  scheme.objects.get_object("Contact")["initial_links_fn"] = prefill_owner;
                                                                  scheme.objects.get_object("Contact").get_field("CurrencyCode")["initial_value_f
                                                                  n"] =
                                                                     get_default_currency_code_od;
                                                                  scheme.objects.get_object("Contact").get_field("SuppressFileAs")["initial_value
                                                                  _fn"] = function(ctx, item_ex) {
                                                                     // prefill only if empty
                                                                     var existing_value = item_ex.fcd_item.get_instant("SuppressFileAs");
                                                                     var result = helpers.is_null_or_empty(existing_value) ? 
                                                                  ctx.session.res_string("lang_general_initial_fileas") : existing_value; return 
                                                                  result;
                                                                  };
                                                                  scheme.objects.get_object("Contact").get_field("BookId")["initial_value_fn"] = 
                                                                  prefill_book;
                                                                  scheme.objects.get_object("Account").get_field("SuppressFileAs")["initial_value
                                                                  _res"] = "lang_general_initial_fileas";
                                                                  
                                                                29. Locate the following code:

                                                                  // Helper functions
                                                                  function has_defaults_and_online() {
                                                                     return helpers.get_defaults(ctx.session) != null && 
                                                                  od_helpers.is_online(ctx);
                                                                  }
                                                                  function current_user_id() {
                                                                     return helpers.get_current_user_id(ctx.session);
                                                                  }
                                                                  function is_current_user(id)
                                                                  
                                                                30. Replace this code with the following:

                                                                  // Helper functions
                                                                  function has_defaults_and_online() {
                                                                     return od_helpers.get_defaults(ctx.session) != null && 
                                                                  od_helpers.is_online(ctx);
                                                                  }
                                                                  function current_user_id()
                                                                  {
                                                                     return od_helpers.get_current_user_id(ctx.session);
                                                                  }
                                                                  function is_current_user(id)
                                                                  
                                                                31. Locate the following code:

                                                                  switch (ol.item_ex().get_type()) {
                                                                     case "Event":
                                                                        proxy.item_ex().set_property("Type", 
                                                                  ctx.session.res_string("lang_action_calendar_initial_type"));
                                                                        //proxy.item_ex().set_property("Status", "Unscheduled");
                                                                        proxy.item_ex().set_property("iCRMId", 
                                                                  ol.item_ex().get_property("SearchKey"));
                                                                        create_initial_associations(proxy, ol);
                                                                        break;
                                                                     case "Task":
                                                                        proxy.item_ex().set_property("Type", 
                                                                  ctx.session.res_string("lang_action_todo_initial_type"));
                                                                        proxy.item_ex().set_property("iCRMId", 
                                                                  ol.item_ex().get_property("SearchKey"));
                                                                        create_initial_associations(proxy, ol);
                                                                        break;
                                                                  
                                                                32. Replace this code with the following:

                                                                  switch (ol.item_ex().get_type()){
                                                                     case "Event":
                                                                        proxy.item_ex().set_property("Type", get_pl_default_value(ctx, 
                                                                  "ActivityTypePicklist", "lang_action_calendar_initial_type"));
                                                                        //proxy.item_ex().set_property("Status", "Unscheduled");
                                                                        proxy.item_ex().set_property("iCRMId", 
                                                                  ol.item_ex().get_property("SearchKey"));
                                                                        create_initial_associations(proxy, ol);
                                                                        break;
                                                                     case "Task":
                                                                        proxy.item_ex().set_property("Type", get_pl_default_value(ctx, 
                                                                  "ActivityTypePicklist", "lang_action_todo_initial_type"));
                                                                        proxy.item_ex().set_property("iCRMId", 
                                                                  ol.item_ex().get_property("SearchKey"));
                                                                        create_initial_associations(proxy, ol);
                                                                        break;
                                                                  
                                                                33. Locate the following code:

                                                                  case "Mail":
                                                                  //proxy.item_ex().set_property("Type", ol.item_ex().get_property("Inbound") == 
                                                                  true ? "Email - Inbound" : "Email - Outbound");
                                                                     proxy.item_ex().set_property("Status", 
                                                                  ctx.session.res_string("lang_action_mail_initial_status"));
                                                                     proxy.item_ex().set_property("Type", 
                                                                  ctx.session.res_string("lang_action_mail_initial_type"));
                                                                     proxy.item_ex().set_property("SiebelShared", 
                                                                  ol.item_ex().get_property("Sent"));
                                                                     create_initial_associations(proxy, ol);
                                                                     break;
                                                                  
                                                                34. Replace this code with the following:

                                                                  case "Mail":
                                                                  //proxy.item_ex().set_property("Type", ol.item_ex().get_property("Inbound") == 
                                                                  true ? "Email - Inbound" : "Email - Outbound");
                                                                     proxy.item_ex().set_property("Status", 
                                                                  ctx.session.res_string("lang_action_mail_initial_status"));
                                                                     proxy.item_ex().set_property("Type", get_pl_default_value(ctx, 
                                                                  "ActivityTypePicklist", "lang_action_mail_initial_type"));
                                                                     proxy.item_ex().set_property("SiebelShared", 
                                                                  ol.item_ex().get_property("Sent"));
                                                                     create_initial_associations(proxy, ol);
                                                                     break;
                                                                  
                                                                35. Locate the following code:

                                                                  function contact_conversion_helper(ctx) {
                                                                     this.business_address = "b";
                                                                     this.home_address = "h";
                                                                     function null_to_empty(value) {
                                                                        return value == null ? "" : value;
                                                                     }
                                                                     var ol2od = {
                                                                        "US": "USA",
                                                                        "GB": "United Kingdom",
                                                                        "RU": "Russian Federation"
                                                                     }
                                                                     function verify_country(country, code) {
                                                                        if (null_to_empty(country) == "") return false;
                                                                        if (code != null && ol2od[code] != null) {
                                                                           return ol2od[code];
                                                                     }
                                                                        var od_country = 
                                                                  ctx.session.find_item("AccountPrimaryBillToCountryPicklist", 
                                                                  ctx.session.create_expression(
                                                                  "Value", "eq", country));
                                                                        return od_country && od_country.Value;
                                                                     }
                                                                     function verify_state(state) {
                                                                        if (null_to_empty(state) == "") return false;
                                                                        var od_state = ctx.session.find_item("AccountPrimaryBillToStatePicklist", 
                                                                  ctx.session.create_expression("Value", "eq", state));
                                                                        return od_state && od_state.Value;
                                                                  
                                                                    }
                                                                     function convert_to_ondemand(item_ex, dialog) {
                                                                        //var item = ctx.form.item;
                                                                        if (item_ex.get_type() == "Contact") {
                                                                           var country = {};
                                                                           country[this.home_address] = item_ex.get_property("Home Address Country");
                                                                           country[this.business_address] = item_ex.get_property("Business Address 
                                                                  Country");
                                                                           var state = {};
                                                                           state[this.home_address] = item_ex.get_property("Home Address State");
                                                                           state[this.business_address] = item_ex.get_property("Business Address 
                                                                  State");
                                                                           var city = {};
                                                                           city[this.home_address] = item_ex.get_property("Home Address City");
                                                                           city[this.business_address] = item_ex.get_property("Business Address 
                                                                  City");
                                                                           var address = {};
                                                                           address[this.home_address] = item_ex.get_property("Home Address Street");
                                                                           address[this.business_address] = item_ex.get_property("Business Address 
                                                                  Street");
                                                                           var zip = {};
                                                                           zip[this.home_address] = item_ex.get_property("Home Address Postal Code");
                                                                           zip[this.business_address] = item_ex.get_property("Business Address Postal 
                                                                  Code");
                                                                           var country_code = {};
                                                                           country_code[this.home_address] = item_ex.get_property("Address Country 
                                                                  Code");
                                                                           country_code[this.business_address] = item_ex.get_property("Address 
                                                                  Country Code");
                                                                           var at = ""; // address_type_to_use
                                                                           var od_country
                                                                           if (od_country = verify_country(country.b, country_code.b)) at = 
                                                                  this.business_address;
                                                                           else if (od_country = verify_country(country.h, country_code.h)) at = 
                                                                  this.home_address;
                                                                           if (at != "" && dialog != null) {
                                                                              dialog.item = item_ex.fcd_item;
                                                                              item_ex.set_property("AddrConvertedFrom", at);
                                                                              dialog.country_value.value = od_country;
                                                                              if (od_country == "USA" && verify_state(state[at])) 
                                                                  dialog.state_value_pl.value = state[at];
                                                                              else dialog.state_value.value = state[at];
                                                                              dialog.city_value.value = city[at];
                                                                              dialog.street_value.value = address[at].replace(/\n/g, " ");
                                                                              dialog.zip_value.value = zip[at];
                                                                              dialog.save();
                                                                           }
                                                                        }
                                                                     }
                                                                     this.convert_to_ondemand = convert_to_ondemand;
                                                                     function empty_AddrConvertedFrom(item_ex) {
                                                                        if (item_ex.get_type() == "Contact") {
                                                                           //item_ex.set_property("AddrConvertedFrom", "");
                                                                           //item.save();
                                                                        }
                                                                     }
                                                                     function convert_to_outlook(item_ex) {
                                                                        if (item_ex.get_type() == "Contact") {
                                                                           var at = item_ex.get_property("AddrConvertedFrom") == "h" ? "Home " : 
                                                                  "Business ";
                                                                           var country = item_ex.get_property("AlternateCountry");
                                                                           var state = item_ex.get_property("AlternateStateProvince") ? 
                                                                  item_ex.get_property( "AlternateStateProvince") : 
                                                                  item_ex.get_property("AlternateProvince");
                                                                           var city = item_ex.get_property("AlternateCity");
                                                                           var address = item_ex.get_property("AlternateAddress1");
                                                                           var zip = item_ex.get_property("AlternateZipCode");
                                                                           if (null_to_empty(country) + null_to_empty(state) + null_to_empty(city) + 
                                                                  null_to_empty(address) + null_to_empty(zip) != "") {
                                                                              item_ex.set_property(at + "Address Country", country);
                                                                              item_ex.set_property(at + "Address State", state);
                                                                              item_ex.set_property(at + "Address City", city);
                                                                              item_ex.set_property(at + "Address Street", address);
                                                                              item_ex.set_property(at + "Address Postal Code", zip);
                                                                              //item.save();
                                                                           }
                                                                        }
                                                                     }
                                                                     this.convert_to_outlook = convert_to_outlook;
                                                                     this.converted_to_platform = function(ctx, options, item_ex) {
                                                                        empty_AddrConvertedFrom(item_ex);
                                                                     }
                                                                     this.converting_to_native = function(ctx, options, item_ex) {
                                                                        convert_to_outlook(item_ex);
                                                                     }
                                                                     this.set_visible = function(ctx, options, item_ex, visible) {
                                                                        if (!visible) item_ex.set_property("InvisibleOnGrids", visible ? null : 
                                                                  "true");
                                                                     }
                                                                  }
                                                                  
                                                                36. Replace this code with the following:

                                                                  function contact_conversion_helper(ctx) {
                                                                     function null_to_empty(value) {
                                                                        return value == null ? "" : value;
                                                                     }
                                                                     function convert_to_outlook(ctx, item_ex) {
                                                                        if (item_ex.get_type() == "Contact") {
                                                                           var at = item_ex.get_property("AddrConvertedFrom");
                                                                           at = helpers.ci_contains(["Business", "Home", "Other"], at) ? at : 
                                                                  "Business";
                                                                           var country = item_ex.get_property("AlternateCountry");
                                                                           var state = item_ex.get_property("AlternateStateProvince") ? 
                                                                  item_ex.get_property( "AlternateStateProvince") : 
                                                                  item_ex.get_property("AlternateProvince");
                                                                           var city = item_ex.get_property("AlternateCity");
                                                                           var address = item_ex.get_property("AlternateAddress1");
                                                                           var zip = item_ex.get_property("AlternateZipCode");
                                                                           if (null_to_empty(country) + null_to_empty(state) + null_to_empty(city) 
                                                                  + null_to_empty(address) + null_to_empty(zip) != "") {
                                                                              item_ex.set_property(at + " Address Country", 
                                                                  country_id_to_label(country));
                                                                              item_ex.set_property(at + " Address State", state);
                                                                              item_ex.set_property(at + " Address City", city);
                                                                              item_ex.set_property(at + " Address Street", address);
                                                                              item_ex.set_property(at + " Address Postal Code", zip);
                                                                           }
                                                                        }
                                                                        function country_id_to_label(country_id) {
                                                                           var result = null;
                                                                           if (!helpers.is_null_or_empty(country_id)) {
                                                                              var od_country = 
                                                                  ctx.session.find_item("AccountPrimaryBillToCountryPicklist", 
                                                                  ctx.session.create_expression( "Value", "eq", country_id));
                                                                              result = od_country ? od_country.Label : result;
                                                                           }
                                                                           return result;
                                                                        }
                                                                     }
                                                                     this.converted_to_platform = function(ctx, options, item_ex) {
                                                                        convert_ol_to_crm_address(ctx, item_ex);
                                                                     }
                                                                     this.converting_to_native = function(ctx, options, item_ex) {
                                                                        convert_to_outlook(ctx, item_ex);
                                                                     }
                                                                     this.set_visible = function(ctx, options, item_ex, visible) {
                                                                        if (!visible) item_ex.set_property("InvisibleOnGrids", visible ? null : 
                                                                  "true");
                                                                     }
                                                                     function convert_ol_to_crm_address(ctx, item_ex) {
                                                                     // copy native address to CRM fields
                                                                        var address_to_use;
                                                                        if (is_address_populated(item_ex, "Business")) {
                                                                        address_to_use = "Business";
                                                                        }else if (is_address_populated(item_ex, "Home")) {
                                                                        address_to_use = "Home";
                                                                        } else if (is_address_populated(item_ex, "Other")) {
                                                                        address_to_use = "Other";
                                                                     }
                                                                        if (address_to_use) {
                                                                           var crm_country_id = ol_to_crm_country(item_ex, address_to_use);
                                                                           item_ex.set_property("AlternateCountry", crm_country_id);
                                                                           if (crm_country_id == "USA") {
                                                                              var crm_state = ol_to_crm_state(item_ex, address_to_use);
                                                                               item_ex.set_property("AlternateStateProvince", crm_state);
                                                                              } else {
                                                                           item_ex.set_property("AlternateProvince", 
                                                                  item_ex.get_property(address_to_use + " Address State"));
                                                                        }
                                                                           item_ex.set_property("AlternateAddress1", 
                                                                  item_ex.get_property(address_to_use + " Address Street"));
                                                                           item_ex.set_property("AlternateCity", 
                                                                  item_ex.get_property(address_to_use + " Address City"));
                                                                           item_ex.set_property("AlternateZipCode", 
                                                                  item_ex.get_property(address_to_use + " Address Postal Code"));
                                                                           item_ex.set_property("AddrConvertedFrom", address_to_use);
                                                                        }
                                                                        function is_address_populated(item_ex, address_type) {
                                                                           var result = item_ex.get_property(address_type + " Address City") || 
                                                                  item_ex.get_property(address_type + " Address Country") || 
                                                                  item_ex.get_property(address_type + " Address Postal Code") || 
                                                                  item_ex.get_property( address_type + " Address State") || 
                                                                  item_ex.get_property(address_type + " Address Street");
                                                                           return !helpers.is_null_or_empty(result);
                                                                           }
                                                                        function ol_to_crm_country(item_ex, address_type) {
                                                                           var mapping = [{
                                                                              ol_code: 'AF',
                                                                              ol_name: 'Afghanistan',
                                                                              crm_id: 'Afghanistan'
                                                                           }, {
                                                                              ol_code: 'AL',
                                                                              ol_name: 'Albania',
                                                                              crm_id: 'Albania'
                                                                           }, {
                                                                              ol_code: 'DZ',
                                                                              ol_name: 'Algeria',
                                                                              crm_id: 'Algeria'
                                                                           }, {
                                                                              ol_code: 'AS',
                                                                              ol_name: 'American Samoa',
                                                                              crm_id: 'American Samoa'
                                                                           }, {
                                                                              ol_code: 'AD',
                                                                              ol_name: 'Andorra',
                                                                              crm_id: 'Andorra'
                                                                           }, {
                                                                              ol_code: 'AO',
                                                                              ol_name: 'Angola',
                                                                              crm_id: 'Angola'
                                                                           }, {
                                                                              ol_code: 'AI',
                                                                              ol_name: 'Anguilla',
                                                                              crm_id: 'Anguilla'
                                                                           }, {
                                                                              ol_code: 'AG',
                                                                              ol_name: 'Antigua and Barbuda',
                                                                              crm_id: 'Antigua and Barbuda'
                                                                           }, {
                                                                              ol_code: 'AR',
                                                                              ol_name: 'Argentina',
                                                                              crm_id: 'Argentina'
                                                                           }, {
                                                                              ol_code: 'AM',
                                                                              ol_name: 'Armenia',
                                                                              crm_id: 'Armenia'
                                                                           }, {
                                                                              ol_code: 'AW',
                                                                              ol_name: 'Aruba',
                                                                              crm_id: 'Aruba'
                                                                           },
                                                                           //{ ol_code: '', ol_name: 'Ashmore and Cartier Islands', crm_id: ''},
                                                                           {
                                                                              ol_code: 'AU',
                                                                              ol_name: 'Australia',
                                                                              crm_id: 'Australia'
                                                                           }, {
                                                                              ol_code: 'AT',
                                                                              ol_name: 'Austria',
                                                                              crm_id: 'Austria'
                                                                           }, {
                                                                              ol_code: 'AZ',
                                                                              ol_name: 'Azerbaijan',
                                                                              crm_id: 'Azerbaijan'
                                                                           }, {
                                                                              ol_code: 'BS',
                                                                              ol_name: 'Bahamas',
                                                                              crm_id: 'Bahamas'
                                                                           }, {
                                                                              ol_code: 'BH',
                                                                              ol_name: 'Bahrain',
                                                                              crm_id: 'Bahrain'
                                                                           }, {
                                                                              ol_code: 'UM',
                                                                              ol_name: 'Baker Island',
                                                                              crm_id: 'United States Minor Outlying I'
                                                                           }, {
                                                                              ol_code: 'BD',
                                                                              ol_name: 'Bangladesh',
                                                                              crm_id: 'Bangladesh'
                                                                           }, {
                                                                              ol_code: 'BB',
                                                                              ol_name: 'Barbados',
                                                                              crm_id: 'Barbados'
                                                                           }, {
                                                                              ol_code: 'BY',
                                                                              ol_name: 'Belarus',
                                                                              crm_id: 'Belarus'
                                                                           }, {
                                                                              ol_code: 'BE',
                                                                              ol_name: 'Belgium',
                                                                              crm_id: 'Belgium'
                                                                           }, {
                                                                              ol_code: 'BZ',
                                                                              ol_name: 'Belize',
                                                                              crm_id: 'Belize'
                                                                           }, {
                                                                              ol_code: 'BJ',
                                                                              ol_name: 'Benin',
                                                                              crm_id: 'Benin'
                                                                           }, {
                                                                              ol_code: 'BM',
                                                                              ol_name: 'Bermuda',
                                                                              crm_id: 'Bermuda'
                                                                           }, {
                                                                              ol_code: 'BT',
                                                                              ol_name: 'Bhutan',
                                                                              crm_id: 'Bhutan'
                                                                           }, {
                                                                              ol_code: 'BO',
                                                                              ol_name: 'Bolivia',
                                                                              crm_id: 'Bolivia'
                                                                           }, {
                                                                              ol_code: 'BQ',
                                                                              ol_name: 'Bonaire',
                                                                              crm_id: 'Bonaire, Sint Eustatius & Saba'
                                                                           }, {
                                                                              ol_code: 'BA',
                                                                              ol_name: 'Bosnia and Herzegovina',
                                                                              crm_id: 'Bosnia and Herzegovina'
                                                                           }, {
                                                                              ol_code: 'BW',
                                                                              ol_name: 'Botswana',
                                                                              crm_id: 'Botswana'
                                                                           }, {
                                                                              ol_code: 'BV',
                                                                              ol_name: 'Bouvet Island',
                                                                              crm_id: 'Bouvet Island'
                                                                           }, {
                                                                              ol_code: 'BR',
                                                                              ol_name: 'Brazil',
                                                                              crm_id: 'Brazil'
                                                                           }, {
                                                                              ol_code: 'IO',
                                                                              ol_name: 'British Indian Ocean Territory',
                                                                              crm_id: 'British Indian Ocean Territory'
                                                                           }, {
                                                                              ol_code: 'VG',
                                                                              ol_name: 'British Virgin Islands',
                                                                              crm_id: 'Virgin Islands (British)'
                                                                           }, {
                                                                              ol_code: 'BN',
                                                                              ol_name: 'Brunei Darussalam',
                                                                              crm_id: 'Brunei Darussalam'
                                                                           }, {
                                                                              ol_code: 'BG',
                                                                              ol_name: 'Bulgaria',
                                                                              crm_id: 'Bulgaria'
                                                                           }, {
                                                                              ol_code: 'BF',
                                                                              ol_name: 'Burkina Faso',
                                                                              crm_id: 'Burkina Faso'
                                                                           }, {
                                                                              ol_code: 'BI',
                                                                              ol_name: 'Burundi',
                                                                              crm_id: 'Burundi'
                                                                           }, {
                                                                              ol_code: 'KH',
                                                                              ol_name: 'Cambodia',
                                                                              crm_id: 'Cambodia'
                                                                           }, {
                                                                              ol_code: 'CM',
                                                                              ol_name: 'Cameroon',
                                                                              crm_id: 'Cameroon'
                                                                           }, {
                                                                              ol_code: 'CA',
                                                                              ol_name: 'Canada',
                                                                              crm_id: 'Canada'
                                                                           }, {
                                                                              ol_code: 'CV',
                                                                              ol_name: 'Cape Verde',
                                                                              crm_id: 'Cape Verde'
                                                                           }, {
                                                                              ol_code: 'KY',
                                                                              ol_name: 'Cayman Islands',
                                                                              crm_id: 'Cayman Islands'
                                                                           }, {
                                                                              ol_code: 'CF',
                                                                              ol_name: 'Central African Republic',
                                                                              crm_id: 'Central African Republic'
                                                                           }, {
                                                                              ol_code: 'TD',
                                                                              ol_name: 'Chad',
                                                                              crm_id: 'Chad'
                                                                           }, {
                                                                              ol_code: 'CL',
                                                                              ol_name: 'Chile',
                                                                              crm_id: 'Chile'
                                                                           }, {
                                                                              ol_code: 'CN',
                                                                              ol_name: 'China',
                                                                              crm_id: 'China'
                                                                           }, {
                                                                              ol_code: 'CX',
                                                                              ol_name: 'Christmas Island',
                                                                              crm_id: 'Christmas Island'
                                                                           }, {
                                                                              ol_code: 'CC',
                                                                              ol_name: 'Cocos (Keeling) Islands',
                                                                              crm_id: 'Cocos (Keeling) Islands'
                                                                           }, {
                                                                              ol_code: 'CO',
                                                                              ol_name: 'Colombia',
                                                                              crm_id: 'Colombia'
                                                                           }, {
                                                                              ol_code: 'KM',
                                                                              ol_name: 'Comoros',
                                                                              crm_id: 'Comoros'
                                                                           }, {
                                                                              ol_code: 'CG',
                                                                              ol_name: 'Congo',
                                                                              crm_id: 'Congo'
                                                                           }, {
                                                                              ol_code: 'CD',
                                                                              ol_name: 'Congo (DRC)',
                                                                              crm_id: 'Congo, Democratic Republic of'
                                                                           }, {
                                                                              ol_code: 'CK',
                                                                              ol_name: 'Cook Islands',
                                                                              crm_id: 'Cook Islands'
                                                                           },
                                                                           //{ ol_code: '', ol_name: 'Coral Sea Islands', crm_id: ''},
                                                                           {
                                                                              ol_code: 'CR',
                                                                              ol_name: 'Costa Rica',
                                                                              crm_id: 'Costa Rica'
                                                                           }, {
                                                                              ol_code: 'CI',
                                                                              ol_name: 'Cote d\'Ivoire',
                                                                              crm_id: 'Ivory Coast'
                                                                           }, {
                                                                              ol_code: 'HR',
                                                                              ol_name: 'Croatia',
                                                                              crm_id: 'Croatia'
                                                                           }, {
                                                                              ol_code: 'CU',
                                                                              ol_name: 'Cuba',
                                                                              crm_id: 'Cuba'
                                                                           }, {
                                                                              ol_code: 'CW',
                                                                              ol_name: 'Curaçao',
                                                                              crm_id: 'Curacao'
                                                                           }, {
                                                                              ol_code: 'CY',
                                                                              ol_name: 'Cyprus',
                                                                              crm_id: 'Cyprus'
                                                                           }, {
                                                                              ol_code: 'CZ',
                                                                              ol_name: 'Czech Republic',
                                                                              crm_id: 'Czech Republic'
                                                                           }, {
                                                                              ol_code: 'DK',
                                                                              ol_name: 'Denmark',
                                                                              crm_id: 'Denmark'
                                                                           }, {
                                                                              ol_code: 'DJ',
                                                                              ol_name: 'Djibouti',
                                                                              crm_id: 'Djibouti'
                                                                           }, {
                                                                              ol_code: 'DM',
                                                                              ol_name: 'Dominica',
                                                                              crm_id: 'Dominica'
                                                                           }, {
                                                                              ol_code: 'DO',
                                                                              ol_name: 'Dominican Republic',
                                                                              crm_id: 'Dominican Republic'
                                                                           }, {
                                                                              ol_code: 'EC',
                                                                              ol_name: 'Ecuador',
                                                                              crm_id: 'Ecuador'
                                                                           }, {
                                                                              ol_code: 'EG',
                                                                              ol_name: 'Egypt',
                                                                              crm_id: 'Egypt'
                                                                           }, {
                                                                              ol_code: 'SV',
                                                                              ol_name: 'El Salvador',
                                                                              crm_id: 'El Salvador'
                                                                           }, {
                                                                              ol_code: 'GQ',
                                                                              ol_name: 'Equatorial Guinea',
                                                                              crm_id: 'Equatorial Guinea'
                                                                           }, {
                                                                              ol_code: 'ER',
                                                                              ol_name: 'Eritrea',
                                                                              crm_id: 'Eritrea'
                                                                           }, {
                                                                              ol_code: 'EE',
                                                                              ol_name: 'Estonia',
                                                                              crm_id: 'Estonia'
                                                                           }, {
                                                                              ol_code: 'ET',
                                                                              ol_name: 'Ethiopia',
                                                                              crm_id: 'Ethiopia'
                                                                           }, {
                                                                              ol_code: 'FK',
                                                                              ol_name: 'Falkland Islands (Islas Malvinas)',
                                                                              crm_id: 'Falkland Islands (Malvinas)'
                                                                           }, {
                                                                              ol_code: 'FO',
                                                                              ol_name: 'Faroe Islands',
                                                                              crm_id: 'Faroe Islands'
                                                                           }, {
                                                                              ol_code: 'FJ',
                                                                              ol_name: 'Fiji',
                                                                              crm_id: 'Fiji'
                                                                           }, {
                                                                              ol_code: 'FI',
                                                                              ol_name: 'Finland',
                                                                              crm_id: 'Finland'
                                                                           }, {
                                                                              ol_code: 'FR',
                                                                              ol_name: 'France',
                                                                              crm_id: 'France'
                                                                           }, {
                                                                              ol_code: 'GF',
                                                                              ol_name: 'French Guiana',
                                                                              crm_id: 'French Guiana'
                                                                           }, {
                                                                              ol_code: 'PF',
                                                                              ol_name: 'French Polynesia',
                                                                              crm_id: 'French Polynesia'
                                                                           }, {
                                                                              ol_code: 'TF',
                                                                              ol_name: 'French Southern and Antarctic Lands',
                                                                              crm_id: 'French Southern Territories'
                                                                           }, {
                                                                              ol_code: 'GA',
                                                                              ol_name: 'Gabon',
                                                                              crm_id: 'Gabon'
                                                                           }, {
                                                                              ol_code: 'GM',
                                                                              ol_name: 'Gambia',
                                                                              crm_id: 'Gambia'
                                                                           }, {
                                                                              ol_code: 'GE',
                                                                              ol_name: 'Georgia',
                                                                              crm_id: 'Georgia'
                                                                           }, {
                                                                              ol_code: 'DE',
                                                                              ol_name: 'Germany',
                                                                              crm_id: 'Germany'
                                                                           }, {
                                                                              ol_code: 'GH',
                                                                              ol_name: 'Ghana',
                                                                              crm_id: 'Ghana'
                                                                           }, {
                                                                              ol_code: '',
                                                                              ol_name: 'Gibraltar',
                                                                              crm_id: 'Gibraltar'
                                                                           }, {
                                                                              ol_code: 'GR',
                                                                              ol_name: 'Greece',
                                                                              crm_id: 'Greece'
                                                                           }, {
                                                                              ol_code: 'GL',
                                                                              ol_name: 'Greenland',
                                                                              crm_id: 'Greenland'
                                                                           }, {
                                                                              ol_code: 'GD',
                                                                              ol_name: 'Grenada',
                                                                              crm_id: 'Grenada'
                                                                           }, {
                                                                              ol_code: 'GP',
                                                                              ol_name: 'Guadeloupe',
                                                                              crm_id: 'Guadeloupe'
                                                                           }, {
                                                                              ol_code: 'GU',
                                                                              ol_name: 'Guam',
                                                                              crm_id: 'Guam'
                                                                           }, {
                                                                              ol_code: 'GT',
                                                                              ol_name: 'Guatemala',
                                                                              crm_id: 'Guatemala'
                                                                           }, {
                                                                              ol_code: '',
                                                                              ol_name: 'Guernsey',
                                                                              crm_id: 'Guernsey'
                                                                           }, {
                                                                              ol_code: 'GN',
                                                                              ol_name: 'Guinea',
                                                                              crm_id: 'Guinea'
                                                                           }, {
                                                                              ol_code: 'GW',
                                                                              ol_name: 'Guinea-Bissau',
                                                                              crm_id: 'Guinea-bissau'
                                                                           }, {
                                                                              ol_code: 'GY',
                                                                              ol_name: 'Guyana',
                                                                              crm_id: 'Guyana'
                                                                           }, {
                                                                              ol_code: 'HT',
                                                                              ol_name: 'Haiti',
                                                                              crm_id: 'Haiti'
                                                                           }, {
                                                                              ol_code: 'HM',
                                                                              ol_name: 'Heard Island and McDonald Islands',
                                                                              crm_id: 'Heard and Mc Donald Islands'
                                                                           }, {
                                                                              ol_code: 'VA',
                                                                              ol_name: 'Holy See (Vatican City)',
                                                                              crm_id: 'Holy See (Vatican City State)'
                                                                           }, {
                                                                              ol_code: 'HN',
                                                                              ol_name: 'Honduras',
                                                                              crm_id: 'Honduras'
                                                                           }, {
                                                                              ol_code: 'HK',
                                                                              ol_name: 'Hong Kong SAR',
                                                                              crm_id: 'Hong Kong'
                                                                           }, {
                                                                              ol_code: 'UM',
                                                                              ol_name: 'Howland Island',
                                                                              crm_id: 'United States Minor Outlying I'
                                                                           }, {
                                                                              ol_code: 'HU',
                                                                              ol_name: 'Hungary',
                                                                              crm_id: 'Hungary'
                                                                           }, {
                                                                              ol_code: 'IS',
                                                                              ol_name: 'Iceland',
                                                                              crm_id: 'Iceland'
                                                                           }, {
                                                                              ol_code: 'IN',
                                                                              ol_name: 'India',
                                                                              crm_id: 'India'
                                                                           }, {
                                                                              ol_code: 'ID',
                                                                              ol_name: 'Indonesia',
                                                                              crm_id: 'Indonesia'
                                                                           }, {
                                                                              ol_code: 'IR',
                                                                              ol_name: 'Iran',
                                                                              crm_id: 'Iran'
                                                                           }, {
                                                                              ol_code: 'IQ',
                                                                              ol_name: 'Iraq',
                                                                              crm_id: 'Iraq'
                                                                           }, {
                                                                              ol_code: 'IE',
                                                                              ol_name: 'Ireland',
                                                                              crm_id: 'Ireland'
                                                                           }, {
                                                                              ol_code: '',
                                                                              ol_name: 'Isle of Man',
                                                                              crm_id: 'Isle of Man'
                                                                           }, {
                                                                              ol_code: 'IL',
                                                                              ol_name: 'Israel',
                                                                              crm_id: 'Israel'
                                                                           }, {
                                                                              ol_code: 'IT',
                                                                              ol_name: 'Italy',
                                                                              crm_id: 'Italy'
                                                                           }, {
                                                                              ol_code: 'JM',
                                                                              ol_name: 'Jamaica',
                                                                              crm_id: 'Jamaica'
                                                                           }, {
                                                                              ol_code: 'JP',
                                                                              ol_name: 'Japan',
                                                                              crm_id: 'Japan'
                                                                           }, {
                                                                              ol_code: 'UM',
                                                                              ol_name: 'Jarvis Island',
                                                                              crm_id: 'United States Minor Outlying I'
                                                                           }, {
                                                                              ol_code: '',
                                                                              ol_name: 'Jersey',
                                                                              crm_id: 'Jersey'
                                                                           }, {
                                                                              ol_code: 'UM',
                                                                              ol_name: 'Johnston Atoll',
                                                                              crm_id: 'United States Minor Outlying I'
                                                                           }, {
                                                                              ol_code: 'JO',
                                                                              ol_name: 'Jordan',
                                                                              crm_id: 'Jordan'
                                                                           }, {
                                                                              ol_code: 'KZ',
                                                                              ol_name: 'Kazakhstan',
                                                                              crm_id: 'Kazakhstan'
                                                                           }, {
                                                                              ol_code: 'KE',
                                                                              ol_name: 'Kenya',
                                                                              crm_id: 'Kenya'
                                                                           }, {
                                                                              ol_code: 'UM',
                                                                              ol_name: 'Kingman Reef',
                                                                              crm_id: 'United States Minor Outlying I'
                                                                           }, {
                                                                              ol_code: 'KI',
                                                                              ol_name: 'Kiribati',
                                                                              crm_id: 'Kiribati'
                                                                           }, {
                                                                              ol_code: 'KR',
                                                                              ol_name: 'Korea',
                                                                              crm_id: 'Korea'
                                                                           }, {
                                                                              ol_code: 'KP',
                                                                              ol_name: 'North Korea',
                                                                              crm_id: 'Korea, Democratic People\'s Rep'
                                                                           }, {
                                                                              ol_code: 'KW',
                                                                              ol_name: 'Kuwait',
                                                                              crm_id: 'Kuwait'
                                                                           }, {
                                                                              ol_code: 'KG',
                                                                              ol_name: 'Kyrgyzstan',
                                                                              crm_id: 'Kyrgyzstan'
                                                                           }, {
                                                                              ol_code: 'LA',
                                                                              ol_name: 'Laos',
                                                                              crm_id: 'Laos'
                                                                           }, {
                                                                              ol_code: 'LV',
                                                                              ol_name: 'Latvia',
                                                                              crm_id: 'Latvia'
                                                                           }, {
                                                                              ol_code: 'LB',
                                                                              ol_name: 'Lebanon',
                                                                              crm_id: 'Lebanon'
                                                                           }, {
                                                                              ol_code: 'LS',
                                                                              ol_name: 'Lesotho',
                                                                              crm_id: 'Lesotho'
                                                                           }, {
                                                                              ol_code: 'LR',
                                                                              ol_name: 'Liberia',
                                                                              crm_id: 'Liberia'
                                                                           }, {
                                                                              ol_code: 'LY',
                                                                              ol_name: 'Libya',
                                                                              crm_id: 'Libyan Arab Jamahiriya'
                                                                           }, {
                                                                              ol_code: 'LI',
                                                                              ol_name: 'Liechtenstein',
                                                                              crm_id: 'Liechtenstein'
                                                                           }, {
                                                                              ol_code: 'LT',
                                                                              ol_name: 'Lithuania',
                                                                              crm_id: 'Lithuania'
                                                                           }, {
                                                                              ol_code: 'LU',
                                                                              ol_name: 'Luxembourg',
                                                                              crm_id: 'Luxembourg'
                                                                           }, {
                                                                              ol_code: 'MO',
                                                                              ol_name: 'Macau SAR',
                                                                              crm_id: 'Macau'
                                                                           }, {
                                                                              ol_code: 'MK',
                                                                              ol_name: 'Macedonia, FYRO',
                                                                              crm_id: 'Macedonia'
                                                                           }, {
                                                                              ol_code: 'MG',
                                                                              ol_name: 'Madagascar',
                                                                              crm_id: 'Madagascar'
                                                                           }, {
                                                                              ol_code: 'MW',
                                                                              ol_name: 'Malawi',
                                                                              crm_id: 'Malawi'
                                                                           }, {
                                                                              ol_code: 'MY',
                                                                              ol_name: 'Malaysia',
                                                                              crm_id: 'Malaysia'
                                                                           }, {
                                                                              ol_code: 'MV',
                                                                              ol_name: 'Maldives',
                                                                              crm_id: 'Maldives'
                                                                           }, {
                                                                              ol_code: 'ML',
                                                                              ol_name: 'Mali',
                                                                              crm_id: 'Mali'
                                                                           }, {
                                                                              ol_code: 'MT',
                                                                              ol_name: 'Malta',
                                                                              crm_id: 'Malta'
                                                                           }, {
                                                                              ol_code: 'MH',
                                                                              ol_name: 'Marshall Islands',
                                                                              crm_id: 'Marshall Islands'
                                                                           }, {
                                                                              ol_code: 'MQ',
                                                                              ol_name: 'Martinique',
                                                                              crm_id: 'Martinique'
                                                                           }, {
                                                                              ol_code: 'MR',
                                                                              ol_name: 'Mauritania',
                                                                              crm_id: 'Mauritania'
                                                                           }, {
                                                                              ol_code: 'MU',
                                                                              ol_name: 'Mauritius',
                                                                              crm_id: 'Mauritius'
                                                                           }, {
                                                                              ol_code: 'YT',
                                                                              ol_name: 'Mayotte',
                                                                              crm_id: 'Mayotte'
                                                                           }, {
                                                                              ol_code: 'MX',
                                                                              ol_name: 'Mexico',
                                                                              crm_id: 'Mexico'
                                                                           }, {
                                                                              ol_code: 'FM',
                                                                              ol_name: 'Micronesia',
                                                                              crm_id: 'Micronesia, Federated States o'
                                                                           }, {
                                                                              ol_code: 'UM',
                                                                              ol_name: 'Midway Islands',
                                                                              crm_id: 'United States Minor Outlying I'
                                                                           }, {
                                                                              ol_code: 'MD',
                                                                              ol_name: 'Moldova',
                                                                              crm_id: 'Moldova, Republic of'
                                                                           }, {
                                                                              ol_code: 'MC',
                                                                              ol_name: 'Monaco',
                                                                              crm_id: 'Monaco'
                                                                           }, {
                                                                              ol_code: 'MN',
                                                                              ol_name: 'Mongolia',
                                                                              crm_id: 'Mongolia'
                                                                           }, {
                                                                              ol_code: 'ME',
                                                                              ol_name: 'Montenegro',
                                                                              crm_id: 'Montenegro'
                                                                           }, {
                                                                              ol_code: 'MS',
                                                                              ol_name: 'Montserrat',
                                                                              crm_id: 'Montserrat'
                                                                           }, {
                                                                              ol_code: 'MA',
                                                                              ol_name: 'Morocco',
                                                                              crm_id: 'Morocco'
                                                                           }, {
                                                                              ol_code: 'MZ',
                                                                              ol_name: 'Mozambique',
                                                                              crm_id: 'Mozambique'
                                                                           }, {
                                                                              ol_code: 'MM',
                                                                              ol_name: 'Myanmar',
                                                                              crm_id: 'Myanmar'
                                                                           }, {
                                                                              ol_code: 'NA',
                                                                              ol_name: 'Namibia',
                                                                              crm_id: 'Namibia'
                                                                           }, {
                                                                              ol_code: 'NR',
                                                                              ol_name: 'Nauru',
                                                                              crm_id: 'Nauru'
                                                                           }, {
                                                                              ol_code: 'NP',
                                                                              ol_name: 'Nepal',
                                                                              crm_id: 'Nepal'
                                                                           }, {
                                                                              ol_code: 'NL',
                                                                              ol_name: 'Netherlands',
                                                                              crm_id: 'Netherlands'
                                                                           }, {
                                                                              ol_code: 'NC',
                                                                              ol_name: 'New Caledonia',
                                                                              crm_id: 'New Caledonia'
                                                                           }, {
                                                                              ol_code: 'NZ',
                                                                              ol_name: 'New Zealand',
                                                                              crm_id: 'New Zealand'
                                                                           }, {
                                                                              ol_code: 'NI',
                                                                              ol_name: 'Nicaragua',
                                                                              crm_id: 'Nicaragua'
                                                                           }, {
                                                                              ol_code: 'NE',
                                                                              ol_name: 'Niger',
                                                                              crm_id: 'Niger'
                                                                           }, {
                                                                              ol_code: 'NG',
                                                                              ol_name: 'Nigeria',
                                                                              crm_id: 'Nigeria'
                                                                           }, {
                                                                              ol_code: 'NU',
                                                                              ol_name: 'Niue',
                                                                              crm_id: 'Niue'
                                                                           }, {
                                                                              ol_code: 'NF',
                                                                              ol_name: 'Norfolk Island',
                                                                              crm_id: 'Norfolk Island'
                                                                           }, {
                                                                              ol_code: 'MP',
                                                                              ol_name: 'Northern Mariana Islands',
                                                                              crm_id: 'Northern Mariana Islands'
                                                                           }, {
                                                                              ol_code: 'NO',
                                                                              ol_name: 'Norway',
                                                                              crm_id: 'Norway'
                                                                           }, {
                                                                              ol_code: 'OM',
                                                                              ol_name: 'Oman',
                                                                              crm_id: 'Oman'
                                                                           }, {
                                                                              ol_code: 'PK',
                                                                              ol_name: 'Pakistan',
                                                                              crm_id: 'Pakistan'
                                                                           }, {
                                                                              ol_code: 'PW',
                                                                              ol_name: 'Palau',
                                                                              crm_id: 'Palau'
                                                                           }, {
                                                                              ol_code: 'PS',
                                                                              ol_name: 'Palestinian Authority',
                                                                              crm_id: 'Palestinian Authority'
                                                                           }, {
                                                                              ol_code: 'UM',
                                                                              ol_name: 'Palmyra Atoll',
                                                                              crm_id: 'United States Minor Outlying I'
                                                                           }, {
                                                                              ol_code: 'PA',
                                                                              ol_name: 'Panama',
                                                                              crm_id: 'Panama'
                                                                           }, {
                                                                              ol_code: 'PG',
                                                                              ol_name: 'Papua New Guinea',
                                                                              crm_id: 'Papua New Guinea'
                                                                           }, {
                                                                              ol_code: 'PY',
                                                                              ol_name: 'Paraguay',
                                                                              crm_id: 'Paraguay'
                                                                           }, {
                                                                              ol_code: 'PE',
                                                                              ol_name: 'Peru',
                                                                              crm_id: 'Peru'
                                                                           }, {
                                                                              ol_code: 'PH',
                                                                              ol_name: 'Philippines',
                                                                              crm_id: 'Philippines'
                                                                           }, {
                                                                              ol_code: 'PN',
                                                                              ol_name: 'Pitcairn Island',
                                                                              crm_id: 'Pitcairn Islands'
                                                                           }, {
                                                                              ol_code: 'PL',
                                                                              ol_name: 'Poland',
                                                                              crm_id: 'Poland'
                                                                           }, {
                                                                              ol_code: 'PT',
                                                                              ol_name: 'Portugal',
                                                                              crm_id: 'Portugal'
                                                                           }, {
                                                                              ol_code: 'PR',
                                                                              ol_name: 'Puerto Rico',
                                                                              crm_id: 'Puerto Rico'
                                                                           }, {
                                                                              ol_code: 'QA',
                                                                              ol_name: 'Qatar',
                                                                              crm_id: 'Qatar'
                                                                           }, {
                                                                              ol_code: 'RE',
                                                                              ol_name: 'Réunion',
                                                                              crm_id: 'Reunion'
                                                                           }, {
                                                                              ol_code: 'RO',
                                                                              ol_name: 'Romania',
                                                                              crm_id: 'Romania'
                                                                           }, {
                                                                              ol_code: 'RU',
                                                                              ol_name: 'Russia',
                                                                              crm_id: 'Russian Federation'
                                                                           }, {
                                                                              ol_code: 'RW',
                                                                              ol_name: 'Rwanda',
                                                                              crm_id: 'Rwanda'
                                                                           },
                                                                           //{ ol_code: 'XS', ol_name: 'Saba', crm_id: ''},
                                                                           {
                                                                              ol_code: 'SH',
                                                                              ol_name: 'Saint Helena',
                                                                              crm_id: 'St. Helena'
                                                                           }, {
                                                                              ol_code: 'PM',
                                                                              ol_name: 'Saint Pierre and Miquelon',
                                                                              crm_id: 'St. Pierre and Miquelon'
                                                                           }, {
                                                                              ol_code: 'AS',
                                                                              ol_name: 'Samoa',
                                                                              crm_id: 'Samoa'
                                                                           }, {
                                                                              ol_code: 'SM',
                                                                              ol_name: 'San Marino',
                                                                              crm_id: 'San Marino'
                                                                           }, {
                                                                              ol_code: 'ST',
                                                                              ol_name: 'São Tomé and Príncipe',
                                                                              crm_id: 'Sao Tome and Principe'
                                                                           }, {
                                                                              ol_code: 'SA',
                                                                              ol_name: 'Saudi Arabia',
                                                                              crm_id: 'Saudi Arabia'
                                                                           }, {
                                                                              ol_code: 'SN',
                                                                              ol_name: 'Senegal',
                                                                              crm_id: 'Senegal'
                                                                           }, {
                                                                              ol_code: 'YU',
                                                                              ol_name: 'Serbia',
                                                                              crm_id: 'Serbia and Montenegro'
                                                                           }, {
                                                                              ol_code: 'SC',
                                                                              ol_name: 'Seychelles',
                                                                              crm_id: 'Seychelles'
                                                                           }, {
                                                                              ol_code: 'SL',
                                                                              ol_name: 'Sierra Leone',
                                                                              crm_id: 'Sierra Leone'
                                                                           }, {
                                                                              ol_code: 'SG', ol_name: 'Singapore',
                                                                              crm_id: 'Singapore'
                                                                           },
                                                                           //{ ol_code: 'XE', ol_name: 'Sint Eustatius', crm_id: ''},
                                                                           {
                                                                              ol_code: 'SX',
                                                                              ol_name: 'Sint Maarten',
                                                                              crm_id: 'Sint Maarten'
                                                                           }, {
                                                                              ol_code: 'SK',
                                                                              ol_name: 'Slovak Republic',
                                                                              crm_id: 'Slovakia'
                                                                           }, {
                                                                              ol_code: 'SI',
                                                                              ol_name: 'Slovenia',
                                                                              crm_id: 'Slovenia'
                                                                           }, {
                                                                              ol_code: 'SB',
                                                                              ol_name: 'Solomon Islands',
                                                                              crm_id: 'Solomon Islands'
                                                                           }, {
                                                                              ol_code: 'SO',
                                                                              ol_name: 'Somalia',
                                                                              crm_id: 'Somalia'
                                                                           }, {
                                                                              ol_code: 'ZA',
                                                                              ol_name: 'South Africa',
                                                                              crm_id: 'South Africa'
                                                                           }, {
                                                                              ol_code: 'GS',
                                                                              ol_name: 'South Georgia and the South Sandwich Islands',
                                                                              crm_id: 'South Georgia and the South Sa'
                                                                           }, {
                                                                              ol_code: 'SS',
                                                                              ol_name: 'South Sudan',
                                                                              crm_id: 'South Sudan'
                                                                           }, {
                                                                              ol_code: 'ES',
                                                                              ol_name: 'Spain',
                                                                              crm_id: 'Spain'
                                                                           }, {
                                                                              ol_code: 'LK',
                                                                              ol_name: 'Sri Lanka',
                                                                              crm_id: 'Sri Lanka'
                                                                           }, {
                                                                              ol_code: 'KN',
                                                                              ol_name: 'St. Kitts and Nevis',
                                                                              crm_id: 'St. Kitts and Nevis'
                                                                           }, {
                                                                              ol_code: 'LC',
                                                                              ol_name: 'St. Lucia',
                                                                              crm_id: 'St. Lucia'
                                                                           }, {
                                                                              ol_code: 'VC',
                                                                              ol_name: 'St. Vincent and the Grenadines',
                                                                              crm_id: 'St. Vincent and Grenadines'
                                                                           }, {
                                                                              ol_code: 'SD',
                                                                              ol_name: 'Sudan',
                                                                              crm_id: 'Sudan'
                                                                           }, {
                                                                              ol_code: 'SR',
                                                                              ol_name: 'Surinam',
                                                                              crm_id: 'Suriname'
                                                                           }, {
                                                                              ol_code: 'SJ',
                                                                              ol_name: 'Svalbard and Jan Mayen Islands',
                                                                              crm_id: 'Svalbard and Jan Mayen Islands'
                                                                           }, {
                                                                              ol_code: 'SZ',
                                                                              ol_name: 'Swaziland',
                                                                              crm_id: 'Swaziland'
                                                                           }, {
                                                                              ol_code: 'SE',
                                                                              ol_name: 'Sweden',
                                                                              crm_id: 'Sweden'
                                                                           }, {
                                                                              ol_code: 'CH',
                                                                              ol_name: 'Switzerland',
                                                                              crm_id: 'Switzerland'
                                                                           }, {
                                                                              ol_code: 'SY',
                                                                              ol_name: 'Syria',
                                                                              crm_id: 'Syrian Arab Republic'
                                                                           }, {
                                                                              ol_code: 'TW',
                                                                              ol_name: 'Taiwan',
                                                                              crm_id: 'Taiwan'
                                                                           }, {
                                                                              ol_code: 'TJ',
                                                                              ol_name: 'Tajikistan',
                                                                              crm_id: 'Tajikistan'
                                                                           }, {
                                                                              ol_code: 'TZ',
                                                                              ol_name: 'Tanzania',
                                                                              crm_id: 'Tanzania, United Republic of'
                                                                           }, {
                                                                              ol_code: 'TH',
                                                                              ol_name: 'Thailand',
                                                                              crm_id: 'Thailand'
                                                                           }, {
                                                                              ol_code: 'TG',
                                                                              ol_name: 'Togo',
                                                                              crm_id: 'Togo'
                                                                           }, {
                                                                              ol_code: 'TK',
                                                                              ol_name: 'Tokelau',
                                                                              crm_id: 'Tokelau'
                                                                           }, {
                                                                              ol_code: 'TO',
                                                                              ol_name: 'Tonga',
                                                                              crm_id: 'Tonga'
                                                                           }, {
                                                                              ol_code: 'TT',
                                                                              ol_name: 'Trinidad and Tobago',
                                                                              crm_id: 'Trinidad and Tobago'
                                                                           }, {
                                                                              ol_code: 'TN',
                                                                              ol_name: 'Tunisia',
                                                                              crm_id: 'Tunisia'
                                                                           }, {
                                                                              ol_code: 'TR',
                                                                              ol_name: 'Turkey',
                                                                              crm_id: 'Turkey'
                                                                           }, {
                                                                              ol_code: 'TM',
                                                                              ol_name: 'Turkmenistan',
                                                                              crm_id: 'Turkmenistan'
                                                                           }, {
                                                                              ol_code: 'TC',
                                                                              ol_name: 'Turks and Caicos Islands',
                                                                              crm_id: 'Turks and Caicos Islands'
                                                                           }, {
                                                                              ol_code: 'TV',
                                                                              ol_name: 'Tuvalu',
                                                                              crm_id: 'Tuvalu'
                                                                           }, {
                                                                              ol_code: 'VI',
                                                                              ol_name: 'U.S. Virgin Islands',
                                                                              crm_id: 'Virgin Islands (U.S.)'
                                                                           }, {
                                                                              ol_code: 'US',
                                                                              ol_name: 'United States of America',
                                                                              crm_id: 'USA'
                                                                           }, {
                                                                              ol_code: 'UG',
                                                                              ol_name: 'Uganda',
                                                                              crm_id: 'Uganda'
                                                                           }, {
                                                                              ol_code: 'UA',
                                                                              ol_name: 'Ukraine',
                                                                              crm_id: 'Ukraine'
                                                                           }, {
                                                                              ol_code: 'AE',
                                                                              ol_name: 'United Arab Emirates',
                                                                              crm_id: 'United Arab Emirates'
                                                                           }, {
                                                                              ol_code: 'GB',
                                                                              ol_name: 'United Kingdom',
                                                                              crm_id: 'United Kingdom'
                                                                           }, {
                                                                              ol_code: 'UY',
                                                                              ol_name: 'Uruguay',
                                                                              crm_id: 'Uruguay'
                                                                           }, {
                                                                              ol_code: 'UZ',
                                                                              ol_name: 'Uzbekistan',
                                                                              crm_id: 'Uzbekistan'
                                                                           }, {
                                                                              ol_code: 'VU',
                                                                              ol_name: 'Vanuatu',
                                                                              crm_id: 'Vanuatu'
                                                                           }, {
                                                                              ol_code: 'VE',
                                                                              ol_name: 'Venezuela',
                                                                              crm_id: 'Venezuela'
                                                                           }, {
                                                                              ol_code: 'VN',
                                                                              ol_name: 'Vietnam',
                                                                              crm_id: 'Vietnam'
                                                                           }, {
                                                                              ol_code: 'UM',
                                                                              ol_name: 'Wake Island',
                                                                              crm_id: 'United States Minor Outlying I'
                                                                           }, {
                                                                              ol_code: 'WF',
                                                                              ol_name: 'Wallis and Futuna',
                                                                              crm_id: 'Wallis and Futuna Islands'
                                                                           }, {
                                                                              ol_code: 'YE',
                                                                              ol_name: 'Yemen',
                                                                              crm_id: 'Yemen'
                                                                           }, {
                                                                              ol_code: 'ZM',
                                                                              ol_name: 'Zambia',
                                                                              crm_id: 'Zambia'
                                                                           }, {
                                                                              ol_code: 'ZW',
                                                                              ol_name: 'Zimbabwe',
                                                                              crm_id: 'Zimbabwe'
                                                                           }
                                                                        ];
                                                                        var ol_country_text = item_ex.get_property(address_type + " Address 
                                                                  Country");
                                                                        var ol_country_text_lc = ol_country_text ? ol_country_text.toLowerCase() : 
                                                                  ol_country_text;
                                                                        var ol_country_code = item_ex.get_property(address_type + " Address Country 
                                                                  Code");
                                                                        var result = null;
                                                                        helpers.for_each2(mapping, function(el) {
                                                                           if (ol_country_code && ol_country_code == el.ol_code || ol_country_text 
                                                                  && ol_country_text_lc ==
                                                                  el.ol_code.toLowerCase() || ol_country_text_lc == el.ol_name.toLowerCase() ||
                                                                  ol_country_text_lc == el.crm_id.toLowerCase()) {
                                                                  result = el.crm_id;
                                                                           }
                                                                        });
                                                                        if (!result && !helpers.is_null_or_empty(ol_country_text)) {
                                                                  var od_country = ctx.session.find_item("AccountPrimaryBillToCountryPicklist", 
                                                                  ctx.session.create_expression("Label", "eq", ol_country_text));
                                                                  result = od_country ? od_country.Value : result;
                                                                        }
                                                                        return result;
                                                                     }
                                                                     function ol_to_crm_state(item_ex, address_type) {
                                                                        var ol_state = item_ex.get_property(address_type + " Address State");
                                                                        var result = null;
                                                                        if (ol_state) {
                                                                           var filter = ctx.session.create_criteria("or");
                                                                           filter.add(ctx.session.create_expression("Value", "eq", ol_state));
                                                                           filter.add(ctx.session.create_expression("Label", "eq", ol_state));
                                                                           var crm_state = 
                                                                  ctx.session.find_item("AccountPrimaryBillToStatePicklist", filter);
                                                                           result = crm_state ? crm_state.Value : result;
                                                                        }
                                                                         return result;
                                                                        }
                                                                     }
                                                                  }
                                                                  
                                                                37. Add the following code to the end of the file:

                                                                  function get_pl_default_value(ctx, picklist_name, defailt_value_res)
                                                                  
                                                                  {
                                                                     var filter = ctx.session.create_criteria("and"),default_value = 
                                                                  ctx.session.res_string(defailt_value_res);
                                                                     filter.add(ctx.session.create_expression("Value", "eq", default_value));
                                                                     var pl_item = ctx.session.find_item(picklist_name, filter);
                                                                     return pl_item ? default_value : null;
                                                                  }
                                                                  
                                                              3. Copy the helpers.js file from the Oracle CRM On Demand Desktop 5.1 package and add it to your customization package.

                                                              4. Update the application_script.js file as follows:

                                                                1. Locate the following code:

                                                                  // Control panel
                                                                  var cp_pages = [{
                                                                     native: false,
                                                                     layout: "cp_record_set_page",
                                                                     available: true,
                                                                     image: "type_image:Book:32",
                                                                     caption: application.session.res_string("lbl_record_set_caption"),
                                                                     description: application.session.res_string("record_set_tab_description")
                                                                  }, {
                                                                     native: true,
                                                                     layout: "cp_filters_page",
                                                                     available: true
                                                                  }, {
                                                                     native: true,
                                                                     layout: "cp_issues_page",
                                                                     available: true
                                                                  }, {
                                                                     native: true,
                                                                     layout: "cp_conflicts_page",
                                                                     available: true
                                                                  }, {
                                                                     native: true,
                                                                     layout: "cp_duplicates_page",
                                                                     available: true
                                                                  }, {
                                                                     native: true,
                                                                     layout: "cp_confirmations_page",
                                                                     available: true
                                                                  }];
                                                                  
                                                                2. Replace this code with the following:

                                                                  // Control panel
                                                                  var cp_pages = [{
                                                                     native: false,
                                                                     layout: "cp_record_set_page",
                                                                     available: true,
                                                                     image: "type_image:Book:32",
                                                                     caption: application.session.res_string("lbl_record_set_caption"),
                                                                     description: application.session.res_string("record_set_tab_description")
                                                                  }, {
                                                                     native: true,
                                                                     layout: "cp_filters_page",
                                                                     available: true
                                                                  }];
                                                                  
                                                                3. Locate the following code:

                                                                  if (ol_id != null) od_helpers.open_remote(g_ctx, 
                                                                  application.session.open_item(ol_id));
                                                                  }
                                                                  else {
                                                                     g_ctx.data_model.triggers.call(g_ctx, {
                                                                        "link_to": type,
                                                                        "with_id": oid,
                                                                        "operation": "show"
                                                                  
                                                                4. Replace this code with the following:

                                                                  if(ol_id != null) od_helpers.open_remote(g_ctx, 
                                                                  application.session.open_item(ol_id));
                                                                  } 
                                                                  else {
                                                                     g_ctx.data_model.triggers.call(g_ctx_for_cp, {
                                                                        "link_to": type,
                                                                        "with_id": oid,
                                                                        "operation": "show"
                                                                  
                                                                5. Add the following code to the end of the file:

                                                                  var g_ctx_for_cp = {custom_data: {}}; // required to open object on dialog from CP
                                                                  helpers.merge_contexts(g_ctx, g_ctx_for_cp);
                                                                  
                                                              5. Update the connector_configuration.xml file as follows:

                                                                1. Locate the following code:

                                                                  <value>0</value>
                                                                  </preset>
                                                                  </sliding_dates_presets>
                                                                  <features enable_sync_exclusions="true" >
                                                                     <bindings>
                                                                        <type name="Opportunity">
                                                                           <binding>
                                                                  
                                                                2. Replace this code with the following:

                                                                  <value>0</value>
                                                                  </preset>
                                                                  </sliding_dates_presets>
                                                                  <features enable_sync_exclusions="true" autorevert_illegal_deletions="true">
                                                                     <bindings>
                                                                        <type name="Opportunity">
                                                                           <binding>
                                                                  
                                                              6. Update the autoresolver.js file as follows:

                                                                1. Locate the following code:

                                                                  var remote_set = conflict.remote_values();
                                                                  var local_set = conflict.local_values();
                                                                  if(local_set != null && local_set.get_field("CanAutoresolveToRemoteDelete") && 
                                                                  remote_set == null) conflict.resolve_remote();
                                                                  if (remote_set == null || local_set == null) return; // update-delete
                                                                  
                                                                2. Replace this code with the following:

                                                                  var remote_set = conflict.remote_values();
                                                                  var local_set = conflict.local_values();
                                                                  if(local_set != null && local_set.get_field("CanAutoresolveToRemoteDelete") && 
                                                                  remote_set == null){
                                                                     conflict.resolve_remote();
                                                                     return;
                                                                  }
                                                                  if (remote_set == null || local_set == null) return; // update-delete
                                                                  
                                                              7. Update the dialogs.xml file as follows:

                                                                1. Locate the following code:

                                                                  <stack layout="vert" padding="10" spacing="10">
                                                                     <cell size="80">
                                                                        <stack layout="horz" spacing="5">
                                                                           <cell size="200">
                                                                              <stack layout="vert" padding="5" spacing="5">
                                                                                 <cell size="20">
                                                                  
                                                                2. Replace this code with the following:

                                                                  <stack layout="vert" padding="10" spacing="10">
                                                                     <cell size="80">
                                                                        <stack layout="horz" spacing="5">
                                                                           <cell size="300">
                                                                              <stack layout="vert" padding="5" spacing="5">
                                                                                 <cell size="20">
                                                                                    <static id="criteria"
                                                                  
                                                              8. Update the forms_12*.xml file as follows:

                                                                1. Locate the following code:

                                                                  </cell>
                                                                  </stack>
                                                                  </cell>
                                                                  <cell size="211">
                                                                     <stack layout="horz">
                                                                        <cell size="7">
                                                                           <stack layout="vert" spacing="1">
                                                                  
                                                                2. Replace this code with the following:

                                                                  </cell>
                                                                  </stack>
                                                                  </cell>
                                                                  <cell size="238">
                                                                     <stack layout="horz">
                                                                        <cell size="7">
                                                                           <stack layout="vert" spacing="1">
                                                                  
                                                                3. Locate the following code:

                                                                  <control id="lbl_file_as" window_id="0x11a4" tab_order="7"/> </cell>
                                                                  <cell size="22">
                                                                     <static id="0x20010" tab_order="9"> <text>#lbl_time_zone</text> </static>
                                                                  </cell>
                                                                  <cell size="22">
                                                                     <static id="0x20012" tab_order="11"> <text>#lbl_contact_currency</text> </
                                                                  static>
                                                                  </cell>
                                                                  <cell size="22">
                                                                     <static id="0x20014" tab_order="13"> <text>#lbl_contact_type</text> </static>
                                                                  </cell>
                                                                  <cell size="22">
                                                                     <static id="0x20016" tab_order="15"> <text>#lbl_lead_source</text> </static>
                                                                  </cell>
                                                                  
                                                                4. Replace this code with the following:

                                                                  <control id="lbl_file_as" window_id="0x11a4" tab_order="7"/> </cell>
                                                                  <cell size="22">
                                                                     <control id="CompanyNameLbl" window_id="0x11a2" tab_order="9"/> </cell>
                                                                  <cell size="22">
                                                                     <static id="0x20010" tab_order="11"> <text>#lbl_time_zone</text> </static>
                                                                  </cell>
                                                                  <cell size="22">
                                                                     <static id="0x20012" tab_order="13"> <text>#lbl_contact_currency</text> </
                                                                  static>
                                                                  </cell>
                                                                  <cell size="22">
                                                                     <static id="0x20014" tab_order="15"> <text>#lbl_contact_type</text> </static>
                                                                  </cell>
                                                                  <cell size="22">
                                                                     <static id="0x20016" tab_order="17"> <text>#lbl_lead_source</text> </static>
                                                                  </cell>
                                                                  
                                                                5. Locate the following code:

                                                                  <control id="cb_file_as" window_id="0x1182" tab_order="8"/> </cell>
                                                                  <cell size="22">
                                                                     <edit id="TimeZoneName" max_chars="100" tab_order="10">
                                                                        <field value="string">TimeZoneName</field>
                                                                     </edit>
                                                                  </cell>
                                                                  <cell size="22">
                                                                     <combobox id="CurrencyCode" tab_order="12">
                                                                        <items format=":[:(Label):]" value_column="Value" has_null_item="true">
                                                                           <source type="auto" name="AccountCurrencyCodePicklist"/>
                                                                              <order_by>
                                                                  
                                                                6. Replace this code with the following:

                                                                  <control id="cb_file_as" window_id="0x1182" tab_order="8"/> </cell>
                                                                  <cell size="22">
                                                                     <control id="CompanyName" window_id="0x1181" tab_order="10"/> </cell>
                                                                  <cell size="22">
                                                                     <edit id="TimeZoneName" max_chars="100" tab_order="12">
                                                                        <field value="string">TimeZoneName</field>
                                                                     </edit>
                                                                  </cell>
                                                                  <cell size="22">
                                                                     <combobox id="CurrencyCode" tab_order="14">
                                                                        <items format=":[:(Label):]" value_column="Value" has_null_item="true">
                                                                           <source type="auto" name="AccountCurrencyCodePicklist"/>
                                                                           <order_by>
                                                                  
                                                                7. Locate the following code:

                                                                  </combobox>
                                                                  </cell>
                                                                  <cell size="22">
                                                                     <combobox id="ContactType" tab_order="14">
                                                                        <items format=":[:(Label):]" value_column="Value" has_null_item="true">
                                                                           <source type="auto" name="ContactContactTypePicklist"/>
                                                                           <order_by>
                                                                  
                                                                8. Replace this code with the following:

                                                                  </combobox>
                                                                  </cell>
                                                                  <cell size="22">
                                                                     <combobox id="ContactType" tab_order="16">
                                                                        <items format=":[:(Label):]" value_column="Value" has_null_item="true">
                                                                           <source type="auto" name="ContactContactTypePicklist"/>
                                                                           <order_by>
                                                                  
                                                                9. Locate the following code:

                                                                  </combobox>
                                                                  </cell>
                                                                  <cell size="22">
                                                                     <combobox id="LeadSource" tab_order="16">
                                                                        <items format=":[:(Label):]" value_column="Value" has_null_item="true">
                                                                           <source type="auto" name="ContactLeadSourcePicklist"/>
                                                                           <order_by>
                                                                  
                                                                10. Replace this code with the following:

                                                                  </combobox>
                                                                  </cell>
                                                                  <cell size="22">
                                                                     <combobox id="LeadSource" tab_order="18">
                                                                        <items format=":[:(Label):]" value_column="Value" has_null_item="true">
                                                                           <source type="auto" name="ContactLeadSourcePicklist"/>
                                                                           <order_by>
                                                                  
                                                                11. Locate the following code:

                                                                  <cell size="16">
                                                                     <stack layout="horz">
                                                                        <cell size="110">
                                                                           <static id="0x20050" tab_order="40"> <text>#head_description</text> </
                                                                  static>
                                                                        </cell>
                                                                  
                                                                12. Replace this code with the following:

                                                                  <cell size="16">
                                                                     <stack layout="horz">
                                                                        <cell size="110">
                                                                           <static id="0x20050" tab_order="240"> <text>#head_description</text> </
                                                                  static>
                                                                        </cell>
                                                                  
                                                                13. Locate the following code:

                                                                  <cell>
                                                                     <stack layout="horz" padding="5">
                                                                        <cell>
                                                                           <control id="description" tab_order="41" window_id="0x103f"/> </cell>
                                                                     </stack>
                                                                  </cell>
                                                                  
                                                                14. Replace this code with the following:

                                                                  <cell>
                                                                     <stack layout="horz" padding="5">
                                                                        <cell>
                                                                           <control id="description" tab_order="241" window_id="0x103f"/>
                                                                        </cell>
                                                                     </stack>
                                                                  </cell>
                                                                  
                                                                15. Locate the following code:

                                                                  <cell size="16">
                                                                     <stack layout="horz">
                                                                        <cell size="70">
                                                                           <static id="0x20043" tab_order="42"> <text>#head_activities</text> </
                                                                  static>
                                                                        </cell>
                                                                  
                                                                16. Replace this code with the following:

                                                                  <cell size="16">
                                                                     <stack layout="horz">
                                                                        <cell size="70">
                                                                           <static id="0x20043" tab_order="242"> <text>#head_activities</text> </
                                                                  static>
                                                                        </cell>
                                                                  
                                                                17. Locate the following code:

                                                                  <cell>
                                                                     <stack layout="horz" padding="5">
                                                                        <cell>
                                                                           <data_view id="activities_view" tab_order="43">
                                                                           <source type="auto" name="ActivityJointContact"/>
                                                                           <view id="activities:form_view-mvg"/>
                                                                           <restriction>
                                                                  
                                                                18. Replace this code with the following:

                                                                  <cell>
                                                                     <stack layout="horz" padding="5">
                                                                        <cell>
                                                                           <data_view id="activities_view" tab_order="243">
                                                                           <source type="auto" name="ActivityJointContact"/>
                                                                           <view id="activities:form_view-mvg"/>
                                                                           <restriction>
                                                                  
                                                                19. Locate the following code:

                                                                  <cell size="22">
                                                                     <stack layout="horz" spacing="5" padding="5">
                                                                        <cell size="140" attraction="far"> <button id="btn_delete_activity" 
                                                                  tab_order="46" image="button_image:Remove:16" align="left">
                                                                  <text>#lbl_remove_activity</text>
                                                                  </button> </cell>
                                                                        <cell size="140" attraction="far"> <button id="btn_new_task" 
                                                                  tab_order="45" image="type_image:Activity:16" align="left">
                                                                  <text>#btn_new_task</text>
                                                                  </button> </cell>
                                                                        <cell size="140" attraction="far">
                                                                  <button id="btn_new_appt" tab_order="44" image="type_image:Activity:16" 
                                                                  align="left">
                                                                  <text>#btn_new_appointment</text>
                                                                  </button>
                                                                  </cell>
                                                                  
                                                                20. Replace this code with the following:

                                                                  <cell size="22">
                                                                     <stack layout="horz" spacing="5" padding="5">
                                                                        <cell size="140" attraction="far"> <button id="btn_delete_activity" 
                                                                  tab_order="246" image="button_image:Remove:16" align="left">
                                                                  <text>#lbl_remove_activity</text>
                                                                  </button> </cell>
                                                                        <cell size="140" attraction="far">
                                                                  <button id="btn_new_task" tab_order="245" image="type_image:Activity:16" 
                                                                  align="left">
                                                                  <text>#btn_new_task</text>
                                                                  </button> </cell>
                                                                        <cell size="140" attraction="far">
                                                                  <button id="btn_new_appt" tab_order="244" image="type_image:Activity:16" 
                                                                  align="left">
                                                                  <text>#btn_new_appointment</text>
                                                                  </button>
                                                                  </cell>
                                                                  
                                                                21. Locate the following code:

                                                                  <cell size="16">
                                                                     <stack layout="horz">
                                                                        <cell size="35">
                                                                           <static id="0x20052" tab_order="47"> <text>#head_notes</text> </static>
                                                                        </cell>
                                                                  
                                                                22. Replace this code with the following:

                                                                  <cell size="16">
                                                                     <stack layout="horz">
                                                                        <cell size="35">
                                                                           <static id="0x20052" tab_order="247"> <text>#head_notes</text> </
                                                                  static>
                                                                        </cell>
                                                                  
                                                                23. Locate the following code:

                                                                  <cell>
                                                                     <stack layout="horz" padding="5">
                                                                        <cell>
                                                                           <data_view id="notes_view" tab_order="48">
                                                                              <source type="auto" name="Contact.Note"/>
                                                                              <view id="crm_notes:form_view"/>
                                                                              <restriction>
                                                                  
                                                                24. Replace this code with the following:

                                                                  <cell>
                                                                     <stack layout="horz" padding="5">
                                                                        <cell>
                                                                           <data_view id="notes_view" tab_order="248">
                                                                              <source type="auto" name="Contact.Note"/>
                                                                              <view id="crm_notes:form_view"/>
                                                                              <restriction>
                                                                  
                                                                25. Locate the following code:

                                                                  <cell size="22">
                                                                     <stack layout="horz" spacing="5" padding="5">
                                                                        <cell size="140" attraction="far"> <button id="btn_delete_note" 
                                                                  tab_order="50" image="button_image:Remove:16" align="left">
                                                                  <text>#lbl_delete_note</text>
                                                                  </button></cell>
                                                                     <cell size="140" attraction="far"> <button id="btn_add_note" tab_order="49" 
                                                                  image="type_image:Note:16" align="left">
                                                                  <text>#lbl_new_note</text>
                                                                  </button>
                                                                  </cell>
                                                                  
                                                                26. Replace this code with the following:

                                                                  <cell size="22">
                                                                     <stack layout="horz" spacing="5" padding="5">
                                                                        <cell size="140" attraction="far"> <button id="btn_delete_note" 
                                                                  tab_order="250" image="button_image:Remove:16" align="left">
                                                                  <text>#lbl_delete_note</text>
                                                                  </button> </cell>
                                                                     <cell size="140" attraction="far"> <button id="btn_add_note" tab_order="249" 
                                                                  image="type_image:Note:16" align="left">
                                                                  <text>#lbl_new_note</text>
                                                                  </button>
                                                                  </cell>
                                                                  
                                                                27. Locate the following code:

                                                                  <cell>
                                                                     <stack layout="horz">
                                                                        <cell size="85">
                                                                           <static id="PhoneNumbersCaption" tab_order="17"> 
                                                                  <text>#head_phone_pumbers</text> </static>
                                                                        </cell>
                                                                  
                                                                28. Replace this code with the following:

                                                                  <cell>
                                                                     <stack layout="horz">
                                                                        <cell size="85">
                                                                           <static id="PhoneNumbersCaption" tab_order="19"> 
                                                                  <text>#head_phone_pumbers</text> </static>
                                                                        </cell>
                                                                  
                                                                29. Locate the following code:

                                                                  <cell size="22">
                                                                     <stack layout="horz">
                                                                        <cell size="138">
                                                                           <control id="btn_phone1" tab_order="18" window_id="0x1113"/> </cell>
                                                                        <cell size="23">
                                                                           <control id="dd_phone1" tab_order="19" window_id="0x110a"/> </cell>
                                                                     </stack>
                                                                  </cell>
                                                                  
                                                                30. Replace this code with the following:

                                                                  <cell size="22">
                                                                     <stack layout="horz">
                                                                        <cell size="138">
                                                                           <control id="btn_phone1" tab_order="20" window_id="0x1113"/> </cell>
                                                                        <cell size="23">
                                                                           <control id="dd_phone1" tab_order="21" window_id="0x110a"/> </cell>
                                                                     </stack>
                                                                  </cell>
                                                                  
                                                                31. Locate the following code:

                                                                  <cell size="22">
                                                                     <stack layout="horz">
                                                                        <cell size="138">
                                                                           <control id="btn_phone4" tab_order="21" window_id="0x1116"/> </cell>
                                                                        <cell size="23">
                                                                           <control id="dd_phone4" tab_order="22" window_id="0x110d"/> </cell>
                                                                     </stack>
                                                                  </cell>
                                                                  
                                                                32. Replace this code with the following:

                                                                  <cell size="22">
                                                                     <stack layout="horz">
                                                                        <cell size="138">
                                                                           <control id="btn_phone4" tab_order="23" window_id="0x1116"/></cell>
                                                                        <cell size="23">
                                                                           <control id="dd_phone4" tab_order="24" window_id="0x110d"/> </cell>
                                                                     </stack>
                                                                  </cell>
                                                                  
                                                                33. Locate the following code:

                                                                  <cell size="22">
                                                                     <stack layout="horz">
                                                                        <cell size="138">
                                                                           <control id="btn_phone3" tab_order="24" window_id="0x1115"/> </cell>
                                                                        <cell size="23">
                                                                           <control id="dd_phone3" tab_order="25" window_id="0x110c"/> </cell>
                                                                     </stack>
                                                                  </cell>
                                                                  
                                                                34. Replace this code with the following:

                                                                  <cell size="22">
                                                                     <stack layout="horz">
                                                                        <cell size="138">
                                                                           <control id="btn_phone3" tab_order="26" window_id="0x1115"/> </cell>
                                                                        <cell size="23">
                                                                           <control id="dd_phone3" tab_order="27" window_id="0x110c"/> </cell>
                                                                     </stack>
                                                                  </cell>
                                                                  
                                                                35. Locate the following code:

                                                                  <cell size="22">
                                                                     <stack layout="horz">
                                                                        <cell size="138">
                                                                           <control id="btn_email" tab_order="27" window_id="0x1101"/> </cell>
                                                                        <!--<cell size="5" attraction="far"></cell>-->
                                                                        <cell size="23" attraction="far">
                                                                           <control id="dd_email" tab_order="28" window_id="0x111b"/> </cell>
                                                                     </stack>
                                                                  </cell>
                                                                  
                                                                36. Replace this code with the following:

                                                                  <cell size="22">
                                                                     <stack layout="horz">
                                                                        <cell size="138">
                                                                           <control id="btn_email" tab_order="29" window_id="0x1101"/> </cell>
                                                                        <!--<cell size="5" attraction="far"></cell>-->
                                                                        <cell size="23" attraction="far">
                                                                           <control id="dd_email" tab_order="30" window_id="0x111b"/> </cell>
                                                                     </stack>
                                                                  </cell>
                                                                  
                                                                37. Locate the following code:

                                                                  <cell>
                                                                     <stack spacing="5" layout="vert">
                                                                        <cell size="22">
                                                                           <control id="edit_phone1" tab_order="20" window_id="0x1001"/> </cell>
                                                                        <cell size="22">
                                                                           <control id="edit_phone4" tab_order="23" window_id="0x1004"/> </cell>
                                                                        <cell size="22">
                                                                           <control id="edit_phone3" tab_order="26" window_id="0x1003"/> </cell>
                                                                        <cell size="22">
                                                                           <control id="edit_email" tab_order="29" window_id="0x1018"/> </cell>
                                                                        <cell size="22">
                                                                           <checkbox id="0x20015" tab_order="30">
                                                                     <field>NeverEmail</field> <text>#lbl_never_email</text> </checkbox>
                                                                  
                                                                38. Replace this code with the following:

                                                                  <cell>
                                                                     <stack spacing="5" layout="vert">
                                                                        <cell size="22">
                                                                           <control id="edit_phone1" tab_order="22" window_id="0x1001"/></cell>
                                                                        <cell size="22">
                                                                           <control id="edit_phone4" tab_order="25" window_id="0x1004"/> </cell>
                                                                        <cell size="22">
                                                                           <control id="edit_phone3" tab_order="28" window_id="0x1003"/> </cell>
                                                                        <cell size="22">
                                                                           <control id="edit_email" tab_order="31" window_id="0x1018"/> </cell>
                                                                        <cell size="22">
                                                                           <checkbox id="0x20015" tab_order="32"> 
                                                                        <field>NeverEmail</field> <text>#lbl_never_email</text> </checkbox>
                                                                  
                                                                39. Locate the following code:

                                                                  <cell size="161">
                                                                     <stack spacing="5" layout="vert">
                                                                        <cell size="22"> <button id="btn_account_address" tab_order="31">
                                                                  <text>#btn_account_address_caption</text>
                                                                  </button> </cell>
                                                                        <cell size="22"> <button id="btn_contact_address" tab_order="33">
                                                                  <text>#btn_contact_address_caption</text>
                                                                  </button> </cell>
                                                                  
                                                                40. Replace this code with the following:

                                                                  <cell size="161">
                                                                     <stack spacing="5" layout="vert">
                                                                        <cell size="22"> <button id="btn_account_address" tab_order="231">
                                                                  <text>#btn_account_address_caption</text>
                                                                  </button> </cell>
                                                                        <cell size="22"> <button id="btn_contact_address" tab_order="233">
                                                                  <text>#btn_contact_address_caption</text>
                                                                  </button> </cell>
                                                                  
                                                                41. Locate the following code:

                                                                  <cell>
                                                                     <stack spacing="5" layout="vert">
                                                                        <cell size="22"> 
                                                                  
                                                                           <scriptable_edit id="BusinessAddressString" tab_order="32">
                                                                              <field value="string"/> </scriptable_edit>
                                                                        </cell>
                                                                  
                                                                42. Replace this code with the following:

                                                                  <cell>
                                                                     <stack spacing="5" layout="vert">
                                                                        <cell size="22">
                                                                           <scriptable_edit id="BusinessAddressString" tab_order="232">
                                                                              <field value="string"/> </scriptable_edit>
                                                                        </cell>
                                                                  
                                                                43. Locate the following code:

                                                                  <cell size="22">
                                                                     <stack layout="horz">
                                                                        <cell>
                                                                           <scriptable_edit id="PrimaryAddrString" tab_order="34"> <field 
                                                                  value="string"/>
                                                                           </scriptable_edit>
                                                                        </cell>
                                                                  
                                                                44. Replace this code with the following:

                                                                  <cell size="22">
                                                                     <stack layout="horz">
                                                                        <cell>
                                                                           <scriptable_edit id="PrimaryAddrString" tab_order="234"> <field 
                                                                  value="string"/>
                                                                           </scriptable_edit>
                                                                        </cell>
                                                                  
                                                                45. Locate the following code:

                                                                  <cell size="161">
                                                                     <stack spacing="5" layout="vert">
                                                                        <cell size="22">
                                                                           <static id="0x20008" tab_order="35"> <text>#lbl_contact_team</text> </
                                                                  static>
                                                                        </cell>
                                                                  
                                                                46. Replace this code with the following:

                                                                  <cell size="161">
                                                                     <stack spacing="5" layout="vert">
                                                                        <cell size="22">
                                                                           <static id="0x20008" tab_order="235"> <text>#lbl_contact_team</text> </
                                                                  static>
                                                                        </cell>
                                                                  
                                                                47. Locate the following code:

                                                                  <cell size="22">
                                                                     <stack layout="horz">
                                                                        <cell>
                                                                           <autocomplete_list id="TeamToContact" tab_order="36"> 
                                                                              <items format=":[:{UserId@User/(:[:(FirstName):])}:] 
                                                                  :[:{UserId@User/(:[:(LastName):])}:]">
                                                                                 <source type="auto" name="Contact.User.Association"/>
                                                                                 <restriction>
                                                                  
                                                                48. Replace this code with the following:

                                                                  <cell size="22">
                                                                     <stack layout="horz">
                                                                        <cell>
                                                                           <autocomplete_list id="TeamToContact" tab_order="236">
                                                                              <items format=":[:{UserId@User/(:[:(FirstName):])}:] 
                                                                  :[:{UserId@User/(:[:(LastName):])}:]">
                                                                                 <source type="auto" name="Contact.User.Association"/>
                                                                                 <restriction>
                                                                  
                                                                49. Locate the following code:

                                                                  </cell>
                                                                  <cell size="5"/>
                                                                  <cell size="22">
                                                                  <button id="btn_mvgContactTeam" tab_order="37">
                                                                  <text>...</text>
                                                                  </button>
                                                                  </cell>
                                                                  
                                                                50. Replace this code with the following:

                                                                  </cell>
                                                                  <cell size="5"/>
                                                                  <cell size="22">
                                                                  <button id="btn_mvgContactTeam" tab_order="237">
                                                                  <text>...</text>
                                                                  </button>
                                                                  </cell>
                                                                  
                                                                51. Locate the following code:

                                                                  <cell size="22">
                                                                     <stack layout="horz">
                                                                        <cell>
                                                                           <scriptable_edit id="book_of_business" tab_order="38">
                                                                              <field value="string"/>
                                                                           </scriptable_edit>
                                                                        </cell>
                                                                     <cell size="5"/>
                                                                     <cell size="22"> <button id="btn_book_select" tab_order="39">
                                                                  <text>#btn_book_select</text>
                                                                  </button> </cell>
                                                                  
                                                                52. Replace this code with the following:

                                                                  <cell size="22">
                                                                     <stack layout="horz">
                                                                        <cell>
                                                                           <scriptable_edit id="book_of_business" tab_order="238">
                                                                              <field value="string"/>
                                                                           </scriptable_edit>
                                                                        </cell>
                                                                        <cell size="5"/>
                                                                        <cell size="22"> <button id="btn_book_select" tab_order="239">
                                                                  <text>#btn_book_select</text>
                                                                  </button> </cell>
                                                                  
                                                                53. Locate the following code:

                                                                  <cell size="16">
                                                                     <stack layout="horz">
                                                                        <cell size="95">
                                                                           <static id="0x20046" tab_order="51"> <text>#head_opportunities</text> 
                                                                  </static>
                                                                           </cell>
                                                                  
                                                                54. Replace this code with the following:

                                                                  <cell size="16">
                                                                     <stack layout="horz">
                                                                        <cell size="95">
                                                                           <static id="0x20046" tab_order="251"> <text>#head_opportunities</text> 
                                                                  </static>
                                                                        </cell>
                                                                  
                                                                55. Locate the following code:

                                                                  <cell>
                                                                     <stack layout="horz" padding="5">
                                                                        <cell>
                                                                           <data_view id="opportunities_view" tab_order="52">
                                                                              <source type="auto" name="OpportunityJointContact"/>
                                                                              <view id="opportunities:mvg"/>
                                                                              <restriction>
                                                                  
                                                                56. Replace this code with the following:

                                                                  <cell>
                                                                     <stack layout="horz" padding="5">
                                                                        <cell>
                                                                           <data_view id="opportunities_view" tab_order="252">
                                                                              <source type="auto" name="OpportunityJointContact"/>
                                                                              <view id="opportunities:mvg"/>
                                                                              <restriction>
                                                                  
                                                                57. Locate the following code:

                                                                  <cell size="22" attraction="far">
                                                                     <stack layout="horz" spacing="5" padding="5">
                                                                        <cell size="160" attraction="far"> <button id="btn_delete_opportunity" 
                                                                  tab_order="54" image="button_image:Remove:16" align="left">
                                                                  <text>#lbl_remove_opportunity</text>
                                                                  </button> </cell>
                                                                        <cell size="160" attraction="far"> <button id="btn_mvgOpportunity" 
                                                                  tab_order="53" image="type_image:Opportunity:16" align="left">
                                                                  <text>#lbl_new_opportunity</text>
                                                                  </button> </cell>
                                                                  
                                                                58. Replace this code with the following:

                                                                  <cell size="22" attraction="far">
                                                                     <stack layout="horz" spacing="5" padding="5">
                                                                        <cell size="160" attraction="far"> <button id="btn_delete_opportunity" 
                                                                  tab_order="254" image="button_image:Remove:16" align="left">
                                                                  <text>#lbl_remove_opportunity</text>
                                                                  </button> </cell>
                                                                        <cell size="160" attraction="far"> <button id="btn_mvgOpportunity" 
                                                                  tab_order="253" image="type_image:Opportunity:16" align="left">
                                                                  <text>#lbl_new_opportunity</text>
                                                                  </button> </cell>
                                                                  
                                                                59. Locate the following code:

                                                                  <cell size="16">
                                                                     <stack layout="horz">
                                                                        <cell size="110">
                                                                           <static id="head_leads" tab_order="55"> <text>#head_leads</text> </
                                                                  static>
                                                                        </cell>
                                                                  
                                                                60. Replace this code with the following:

                                                                  <cell size="16">
                                                                     <stack layout="horz">
                                                                        <cell size="110">
                                                                           <static id="head_leads" tab_order="255"> <text>#head_leads</text> </
                                                                  static>
                                                                        </cell>
                                                                  
                                                                61. Locate the following code:

                                                                  <cell>
                                                                     <stack layout="horz" padding="5">
                                                                        <cell>
                                                                           <data_view id="leads_view" tab_order="56">
                                                                           <source type="auto" name="Lead"/>
                                                                           <view id="leads:form_view"/>
                                                                           <restriction>
                                                                  
                                                                62. Replace this code with the following:

                                                                  <cell>
                                                                     <stack layout="horz" padding="5">
                                                                        <cell>
                                                                        <data_view id="leads_view" tab_order="256">
                                                                        <source type="auto" name="Lead"/>
                                                                        <view id="leads:form_view"/>
                                                                        <restriction>
                                                                  
                                                                63. Locate the following code:

                                                                  <cell size="21" attraction="far">
                                                                     <stack layout="horz" spacing="5" padding="5">
                                                                        <cell size="160" attraction="far"> <button id="btn_delete_lead" 
                                                                  tab_order="58" image="button_image:Remove:16" align="left">
                                                                  <text>#lbl_delete_lead</text>
                                                                  </button> </cell>
                                                                        <cell size="160" attraction="far"> <button id="btn_new_lead" 
                                                                  tab_order="57" image="type_image:Lead:16" align="left">
                                                                  <text>#lbl_new_lead</text>
                                                                  </button> </cell>
                                                                  
                                                                64. Replace this code with the following:

                                                                  <cell size="21" attraction="far">
                                                                     <stack layout="horz" spacing="5" padding="5">
                                                                        <cell size="160" attraction="far"> <button id="btn_delete_lead" 
                                                                  tab_order="258" image="button_image:Remove:16" align="left">
                                                                  <text>#lbl_delete_lead</text>
                                                                  </button> </cell>
                                                                        <cell size="160" attraction="far"> <button id="btn_new_lead" 
                                                                  tab_order="257" image="type_image:Lead:16" align="left">
                                                                  <text>#lbl_new_lead</text>
                                                                  </button> </cell>
                                                                  
                                                                65. Locate the following code:

                                                                  <control id="lbl Job title" window_id="0x11a3"/> </cell>
                                                                  <cell> 
                                                                     <control id="lbl Company" window_id="0x11a2"/> </cell>
                                                                  <cell>
                                                                     <control id="edit Company" window_id="0x1181"/> </cell>
                                                                  <cell>
                                                                     <control id="Image" window_id="0x1108"/> </cell>
                                                                  <cell>
                                                                  
                                                                66. Replace this code with the following:

                                                                  <control id="lbl Job title" window_id="0x11a3"/> </cell>
                                                                  <cell>
                                                                     <control id="Image" window_id="0x1108"/> </cell>
                                                                  <cell>
                                                                  
                                                                67. Locate the following code:

                                                                  <stack layout="vert" padding="0" spacing="0">
                                                                     <cell>
                                                                        <combobox id="priority" tab_order="9">
                                                                           <items format=":[:(Label):]" value_column="Value" 
                                                                  has_null_item="false">
                                                                              <source type="auto" name="ActivityPriorityPicklist"/>
                                                                              <order_by>
                                                                                <order ascend="true">SortOrder</order>
                                                                  
                                                                68. Replace this code with the following:

                                                                  <stack layout="vert" padding="0" spacing="0">
                                                                     <cell>
                                                                        <combobox id="priority" tab_order="9">
                                                                           <items format=":[:(Label):]" value_column="Value" has_null_item="true">
                                                                              <source type="auto" name="ActivityPriorityPicklist"/>
                                                                              <order_by>
                                                                                 <order ascend="true">SortOrder</order>
                                                                  
                                                                69. Locate the following code:

                                                                  </cell>
                                                                  <cell size="21">
                                                                     <combobox id="Type" tab_order="25">
                                                                        <items format=":[:(Label):]" value_column="Value" has_null_item="false">
                                                                           <source type="auto" name="ActivityTypePicklist"/>
                                                                           <order_by>
                                                                              <order ascend="true">SortOrder</order>
                                                                  
                                                                70. Replace this code with the following:

                                                                  </cell>
                                                                     <cell size="21">
                                                                        <combobox id="Type" tab_order="25">
                                                                           <items format=":[:(Label):]" value_column="Value" has_null_item="true">
                                                                              <source type="auto" name="ActivityTypePicklist"/>
                                                                                 <order_by>
                                                                                       <order ascend="true">SortOrder</order>
                                                                  
                                                                71. Locate the following code:

                                                                  </cell>
                                                                     <cell size="21">
                                                                        <combobox id="Type" tab_order="25">
                                                                           <items format=":[:(Label):]" value_column="Value" 
                                                                  has_null_item="false">
                                                                              <source type="auto" name="ActivityTypePicklist"/>
                                                                                 <order_by>
                                                                                    <order ascend="true">SortOrder</order>
                                                                  
                                                                72. Replace this code with the following:

                                                                  </cell>
                                                                     <cell size="21">
                                                                        <combobox id="Type" tab_order="25">
                                                                           <items format=":[:(Label):]" value_column="Value" has_null_item="true">
                                                                              <source type="auto" name="ActivityTypePicklist"/>
                                                                                 <order_by>
                                                                                    <order ascend="true">SortOrder</order>
                                                                  
                                                              9. Update the info.xml as follows:

                                                                1. Locate the following code:

                                                                  <package_info xmlns="http://invisiblecrm.com/platform/info">
                                                                     <product>
                                                                        <name>Oracle CRM On Demand Desktop</name>
                                                                        <version>5.0.0.7</version>
                                                                        <server_version>21</server_version>
                                                                     </product>
                                                                     <compatibility preferred_product="5.0.0.7">
                                                                        <products>5.0.0.1-5.0.0.99</products>
                                                                        <schemas>5.0.0.1-5.0.0.99</schemas>
                                                                     </compatibility></package_info>
                                                                  
                                                                2. Replace this code with the following:

                                                                  <package_info xmlns="http://invisiblecrm.com/platform/info">
                                                                     <product>
                                                                        <name>Oracle CRM On Demand Desktop</name>
                                                                        <version>5.1.0.13</version>
                                                                        <server_version>21</server_version>
                                                                     </product>
                                                                     <compatibility preferred_product="5.1.0.13">
                                                                        <products>5.1.0.1-5.1.0.99</products>
                                                                        <schemas>5.1.0.1-5.1.0.99</schemas>
                                                                     </compatibility>
                                                                  </package_info>
                                                                  
                                                                  Note: You must also perform this update to the forms_12.xml file and any localized files, such as forms_12.ja_JP.xml, forms_12.ko_KR.xml, forms_12.zh_CN.xml, forms_12.zh_HK.xml, forms_12.zh_MO.xml, forms_12.zh_SG.xml, and forms_12.zh_TW.xml.
                                                              10. Update the od_basic_mapping.xml as follows:

                                                                1. Locate the following code:

                                                                  </writer>
                                                                  </field>
                                                                  <field id="AccountId" ver="3">
                                                                     <reader>
                                                                        <mapi_user>
                                                                           <user_field id="od AccountId" ol_field_type="1"></user_field>
                                                                  
                                                                2. Replace this code with the following:

                                                                  </writer>
                                                                  </field>
                                                                  <field id="AccountId" ver="4">
                                                                     <reader>
                                                                        <mapi_user>
                                                                           <user_field id="od AccountId" ol_field_type="1"></user_field>
                                                                  
                                                                3. Locate the following code:

                                                                  </outlook_user>
                                                                  <link_fields>
                                                                     <field from="AccountName" to="AccountName"></field>
                                                                     <field from="AccountName" to="SuppressFileAs"></field>
                                                                     <field from="Location" to="AccountLocation"></field>
                                                                     <field from="PrimaryBillToCountry" to="PrimaryCountry"></field>
                                                                     <field from="PrimaryBillToStreetAddress" to="PrimaryAddress"></field>
                                                                  
                                                                4. Replace this code with the following:

                                                                  </outlook_user>
                                                                  <link_fields>
                                                                     <field from="AccountName" to="AccountName"></field>
                                                                     <field from="Location" to="AccountLocation"></field>
                                                                     <field from="PrimaryBillToCountry" to="PrimaryCountry"></field>
                                                                     <field from="PrimaryBillToStreetAddress" to="PrimaryAddress"></field>
                                                                  
                                                                5. Locate the following code:

                                                                  </outlook_std>
                                                                  </writer>
                                                                  </field>
                                                                  <field id="Business Address City">
                                                                     <reader>
                                                                     <outlook_std>
                                                                  
                                                                6. Replace this code with the following:

                                                                  </outlook_std>
                                                                  </writer>
                                                                  </field>
                                                                  <field id="Home Address Country Code">
                                                                     <reader>
                                                                        <mapi_named>
                                                                           <name_id id="0x80DA" ps="{00062004-0000-0000-C000-000000000046}"></
                                                                  name_id>
                                                                           <convertor>
                                                                              <string/> </convertor>
                                                                        </mapi_named>
                                                                     </reader>
                                                                  </field>
                                                                  <field id="Business Address City">
                                                                  <reader>
                                                                  <outlook_std>
                                                                  
                                                                7. Locate the following code:

                                                                  </outlook_std>
                                                                  </writer>
                                                                  </field>
                                                                  <!-- Service fields-->
                                                                  <field id="Address Country Code">
                                                                  
                                                                8. Replace this code with the following:

                                                                  </outlook_std>
                                                                  </writer>
                                                                  </field>
                                                                  <field id="Business Address Country Code">
                                                                     <reader>
                                                                        <mapi_named>
                                                                              <name_id id="0x80DB" ps="{00062004-0000-0000-C000-000000000046}"></
                                                                  name_id>
                                                                              <convertor>
                                                                                 <string/></convertor>
                                                                        </mapi_named>
                                                                     </reader>
                                                                  </field>
                                                                  <field id="Other Address City" ver="2">
                                                                     <reader>
                                                                        <mapi_std>
                                                                           <mapi_tag id="0x3A5F0000"></mapi_tag>
                                                                           <convertor>
                                                                              <string/></convertor>
                                                                        </mapi_std>
                                                                     </reader>
                                                                     <writer>
                                                                        <mapi_std>
                                                                           <mapi_tag id="0x3A5F0000"></mapi_tag>
                                                                           <convertor>
                                                                              <string/> </convertor>
                                                                        </mapi_std>
                                                                     </writer>
                                                                  </field>
                                                                  <field id="Other Address Country">
                                                                     <reader>
                                                                        <mapi_std>
                                                                           <mapi_tag id="0x3A600000"></mapi_tag>
                                                                           <convertor>
                                                                              <string/> </convertor>
                                                                        </mapi_std>
                                                                     </reader>
                                                                     <writer>
                                                                        <outlook_std>
                                                                           <outlook_field id="OtherAddressCountry"></outlook_field>
                                                                           <convertor>
                                                                              <string/> </convertor>
                                                                        </outlook_std>
                                                                     </writer>
                                                                  </field>
                                                                  <field id="Other Address Postal Code">
                                                                     <reader>
                                                                        <mapi_std>
                                                                           <mapi_tag id="0x3A610000"></mapi_tag>
                                                                           <convertor>
                                                                              <string/> </convertor>
                                                                        </mapi_std>
                                                                     </reader>
                                                                     <writer>
                                                                        <outlook_std>
                                                                           <outlook_field id="OtherAddressPostalCode"></outlook_field>
                                                                           <convertor>
                                                                              <string/> </convertor>
                                                                        </outlook_std>
                                                                     </writer>
                                                                  </field>
                                                                  <field id="Other Address State">
                                                                     <reader>
                                                                        <mapi_std>
                                                                           <mapi_tag id="0x3A620000"></mapi_tag>
                                                                           <convertor>
                                                                              <string/> </convertor>
                                                                        </mapi_std>
                                                                     </reader>
                                                                     <writer>
                                                                        <outlook_std>
                                                                           <outlook_field id="OtherAddressState"></outlook_field>
                                                                           <convertor>
                                                                              <string/> </convertor>
                                                                        </outlook_std>
                                                                     </writer>
                                                                  </field>
                                                                  <field id="Other Address Street">
                                                                     <reader>
                                                                        <mapi_std>
                                                                           <mapi_tag id="0x3A630000"></mapi_tag>
                                                                           <convertor>
                                                                              <string/> </convertor>
                                                                        </mapi_std>
                                                                     </reader>
                                                                     <writer>
                                                                        <outlook_std>
                                                                           <outlook_field id="OtherAddressStreet"></outlook_field>
                                                                           <convertor>
                                                                              <multiline_string/> </convertor>
                                                                           </outlook_std>
                                                                     </writer>
                                                                  </field>
                                                                  <field id="Other Address Country Code">
                                                                     <reader>
                                                                        <mapi_named>
                                                                           <name_id id="0x80DC" ps="{00062004-0000-0000-C000-000000000046}"></
                                                                  name_id>
                                                                           <convertor>
                                                                              <string/> </convertor>
                                                                        </mapi_named>
                                                                     </reader>
                                                                  </field>
                                                                  <!-- Service fields-->
                                                                  <field id="Address Country Code">
                                                                  
                                                              11. Update the od_meta_info.xml as follows:

                                                                1. Locate the following code:

                                                                  <field Name="LastAssignmentSubmissionDate" Label="Last Assignment Submission 
                                                                  Date" DataType="DTYPE_TEXT" IsFilterable='no' IsHidden="yes" CRMName="Last 
                                                                  Assignment Submission Date" />
                                                                  <field Name="LastCallDate" Label="Last Call Date" DataType="DTYPE_TEXT" 
                                                                  IsFilterable='no' IsHidden="yes" CRMName="Last Call Date" />
                                                                  <field Name="Location" Label="Location" DataType="DTYPE_TEXT" IsFilterable='yes' 
                                                                  />
                                                                  <field Name="MainFax" Label="Main Fax" DataType="DTYPE_TEXT" IsFilterable='no' 
                                                                  CRMName="Main Fax Number" />
                                                                  <field Name="MainPhone" Label="Main Phone" DataType="DTYPE_TEXT" 
                                                                  IsFilterable='yes' CRMName="Main Phone Number" />
                                                                  <field Name="ManagedPartnerFlag" Label="Managed Partner Flag" 
                                                                  DataType="DTYPE_BOOL" IsFilterable='no' IsHidden="yes" CRMName="Managed Partner 
                                                                  Flag" />
                                                                  <field Name="MarketPotential" Label="Market Potential" DataType="DTYPE_TEXT" 
                                                                  IsFilterable='no' IsHidden="yes" CRMName="Market Potential" />
                                                                  <field Name="MarketSegment" Label="Market Segment" DataType="DTYPE_TEXT" 
                                                                  IsFilterable='no' IsHidden="yes" CRMName="Primary Market" />
                                                                  
                                                                2. Replace this code with the following:

                                                                  <field Name="LastAssignmentSubmissionDate" Label="Last Assignment Submission 
                                                                  Date" DataType="DTYPE_TEXT" IsFilterable='no' IsHidden="yes" CRMName="Last 
                                                                  Assignment Submission Date" />
                                                                  <field Name="LastCallDate" Label="Last Call Date" DataType="DTYPE_TEXT" 
                                                                  IsFilterable='no' IsHidden="yes" CRMName="Last Call Date" />
                                                                  <field Name="Location" Label="Location" DataType="DTYPE_TEXT" IsFilterable='yes' 
                                                                  />
                                                                  <field Name="MainFax" Label="Main Fax" DataType="DTYPE_PHONE" IsFilterable='no' 
                                                                  CRMName="Main Fax Number" />
                                                                  <field Name="MainPhone" Label="Main Phone" DataType="DTYPE_PHONE" 
                                                                  IsFilterable='yes' CRMName="Main Phone Number" />
                                                                  <field Name="ManagedPartnerFlag" Label="Managed Partner Flag" 
                                                                  DataType="DTYPE_BOOL" IsFilterable='no' IsHidden="yes" CRMName="Managed Partner 
                                                                  Flag" />
                                                                  <field Name="MarketPotential" Label="Market Potential" DataType="DTYPE_TEXT" 
                                                                  IsFilterable='no' IsHidden="yes" CRMName="Market Potential" />
                                                                  <field Name="MarketSegment" Label="Market Segment" DataType="DTYPE_TEXT" 
                                                                  IsFilterable='no' IsHidden="yes" CRMName="Primary Market" />
                                                                  
                                                                3. Locate the following code:

                                                                  <field Name="BookName" Label="BookName" DataType="DTYPE_TEXT" CRMName="Primary 
                                                                  Position Name" >
                                                                  <suppress_on Upstream="true" />
                                                                  </field>
                                                                  <field Name="CellularPhone" Label="Cellular Phone" DataType="DTYPE_TEXT" 
                                                                  CRMName="Cellular Phone #" />
                                                                  <field Name="ClientStatus" Label="ClientStatus" DataType="DTYPE_TEXT" 
                                                                  IsFilterable="true" HasPicklist="true">
                                                                  <suppress_on Upstream="true" Get="true" />
                                                                  </field>
                                                                  
                                                                4. Replace this code with the following:

                                                                  <field Name="BookName" Label="BookName" DataType="DTYPE_TEXT" CRMName="Primary 
                                                                  Position Name" >
                                                                  <suppress_on Upstream="true" />
                                                                  </field>
                                                                  <field Name="CellularPhone" Label="Cellular Phone" DataType="DTYPE_PHONE" 
                                                                  CRMName="Cellular Phone #" />
                                                                  <field Name="ClientStatus" Label="ClientStatus" DataType="DTYPE_TEXT" 
                                                                  IsFilterable="true" HasPicklist="true">
                                                                  <suppress_on Upstream="true" Get="true" />
                                                                  </field>
                                                                  
                                                                5. Locate the following code:

                                                                  <field Name="Department" Label="Department" DataType="DTYPE_TEXT" 
                                                                  IsFilterable='no' IsHidden="yes" />
                                                                  <field Name="Description" Label="Description" DataType="DTYPE_TEXT" 
                                                                  CRMName="Comment" />
                                                                  <field Name="Gender" Label="Gender" DataType="DTYPE_TEXT" IsFilterable='no' 
                                                                  IsHidden="yes" CRMName="M/F" />
                                                                  <field Name="HomePhone" Label="Home Phone" DataType="DTYPE_TEXT" 
                                                                  IsFilterable='no' CRMName="Home Phone #" />
                                                                  <field Name="Id" Label="Id" DataType="DTYPE_ID" IsPrimaryKey="yes" 
                                                                  IsFilterable='no' />
                                                                  <field Name="JobTitle" Label="Job Title" DataType="DTYPE_TEXT" CRMName="Job 
                                                                  Title" />
                                                                  <field Name="LeadSource" Label="Lead Source" DataType="DTYPE_TEXT" 
                                                                  HasPicklist="yes" IsFilterable='no' CRMName="Lead Source" />
                                                                  
                                                                6. Replace this code with the following:

                                                                  <field Name="Department" Label="Department" DataType="DTYPE_TEXT" 
                                                                  IsFilterable='no' IsHidden="yes" />
                                                                  <field Name="Description" Label="Description" DataType="DTYPE_TEXT" 
                                                                  CRMName="Comment" />
                                                                  <field Name="Gender" Label="Gender" DataType="DTYPE_TEXT" IsFilterable='no' 
                                                                  IsHidden="yes" CRMName="M/F" />
                                                                  <field Name="HomePhone" Label="Home Phone" DataType="DTYPE_PHONE" 
                                                                  IsFilterable='no' CRMName="Home Phone #" />
                                                                  <field Name="Id" Label="Id" DataType="DTYPE_ID" IsPrimaryKey="yes" 
                                                                  IsFilterable='no' />
                                                                  <field Name="JobTitle" Label="Job Title" DataType="DTYPE_TEXT" CRMName="Job 
                                                                  Title" />
                                                                  <field Name="LeadSource" Label="Lead Source" DataType="DTYPE_TEXT" 
                                                                  HasPicklist="yes" IsFilterable='no' CRMName="Lead Source" />
                                                                  
                                                                7. Locate the following code:

                                                                  <field Name="Territory" Label="Territory" DataType="DTYPE_TEXT" 
                                                                  IsFilterable='no' CRMName="Occam Territory" />
                                                                  <field Name="TimeZoneName" Label="Time Zone Name" DataType="DTYPE_TEXT" 
                                                                  IsFilterable='no' CRMName="Time Zone Name - Translation" />
                                                                  <field Name="TimeZoneId" Label="Time Zone Id" DataType="DTYPE_ID" 
                                                                  IsFilterable='no' IsHidden="yes" />
                                                                  <field Name="WorkFax" Label="Work Fax" DataType="DTYPE_TEXT" IsFilterable='no' 
                                                                  CRMName="Fax Phone #" />
                                                                  <field Name="WorkPhone" Label="Work Phone" DataType="DTYPE_TEXT" CRMName="Work 
                                                                  Phone #" />
                                                                  </object>
                                                                  <object TypeId="Contact.Address" Label="Address" LabelPlural="Address" 
                                                                  ViewMode="Sales Rep" IntObjName="Contact" XmlElemName="Address" 
                                                                  XmlCollectionElemName="ListOfAddress" PrimFlgFldname="IsPrimary" 
                                                                  EnableGetIDsBatching="yes" >
                                                                  
                                                                8. Replace this code with the following:

                                                                  <field Name="Territory" Label="Territory" DataType="DTYPE_TEXT" 
                                                                  IsFilterable='no' CRMName="Occam Territory" />
                                                                  <field Name="TimeZoneName" Label="Time Zone Name" DataType="DTYPE_TEXT" 
                                                                  IsFilterable='no' CRMName="Time Zone Name - Translation" />
                                                                  <field Name="TimeZoneId" Label="Time Zone Id" DataType="DTYPE_ID" 
                                                                  IsFilterable='no' IsHidden="yes" />
                                                                  <field Name="WorkFax" Label="Work Fax" DataType="DTYPE_PHONE" IsFilterable='no' 
                                                                  CRMName="Fax Phone #" />
                                                                  <field Name="WorkPhone" Label="Work Phone" DataType="DTYPE_PHONE" CRMName="Work 
                                                                  Phone #" />
                                                                  </object>
                                                                  <object TypeId="Contact.Address" Label="Address" LabelPlural="Address" 
                                                                  ViewMode="Sales Rep" IntObjName="Contact" XmlElemName="Address" 
                                                                  XmlCollectionElemName="ListOfAddress" PrimFlgFldname="IsPrimary" 
                                                                  EnableGetIDsBatching="yes" >
                                                                  
                                                                9. Locate the following code:

                                                                  <field Name='CampaignExternalSystemId' Label='Campaign External System Id' 
                                                                  DataType='DTYPE_TEXT' IsFilterable='no' IsHidden="yes" CRMName="Campaign 
                                                                  External Id" />
                                                                  <field Name='CampaignId' Label='Campaign Id' DataType='DTYPE_TEXT' 
                                                                  IsFilterable='no' IsHidden="yes" CRMName="Campaign Id" />
                                                                  <field Name='CampaignIntegrationId' Label='Campaign Integration Id' 
                                                                  DataType='DTYPE_TEXT' IsFilterable='no' IsHidden="yes" CRMName="Campaign 
                                                                  Integration Id" />
                                                                  <field Name='CellularPhone' Label='Cellular Phone' DataType='DTYPE_TEXT' 
                                                                  CRMName="Cellular Phone #" />
                                                                  <field Name='City' Label='City' DataType='DTYPE_TEXT' />
                                                                  <field Name='Company' Label='Company' DataType='DTYPE_TEXT' IsFilterable='no' 
                                                                  CRMName="Company Name" />
                                                                  <field Name='ContactExternalSystemId' Label='Contact External System Id' 
                                                                  DataType='DTYPE_TEXT' IsFilterable='no' IsHidden="yes" CRMName="Contact External 
                                                                  Id" />
                                                                  
                                                                10. Replace this code with the following:

                                                                  <field Name='CampaignExternalSystemId' Label='Campaign External System Id' 
                                                                  DataType='DTYPE_TEXT' IsFilterable='no' IsHidden="yes" CRMName="Campaign 
                                                                  External Id" />
                                                                  <field Name='CampaignId' Label='Campaign Id' DataType='DTYPE_TEXT' 
                                                                  IsFilterable='no' IsHidden="yes" CRMName="Campaign Id" />
                                                                  <field Name='CampaignIntegrationId' Label='Campaign Integration Id' 
                                                                  DataType='DTYPE_TEXT' IsFilterable='no' IsHidden="yes" CRMName="Campaign 
                                                                  Integration Id" />
                                                                  <field Name='CellularPhone' Label='Cellular Phone' DataType='DTYPE_PHONE' 
                                                                  CRMName="Cellular Phone #" />
                                                                  <field Name='City' Label='City' DataType='DTYPE_TEXT' />
                                                                  <field Name='Company' Label='Company' DataType='DTYPE_TEXT' IsFilterable='no' 
                                                                  CRMName="Company Name" />
                                                                  <field Name='ContactExternalSystemId' Label='Contact External System Id' 
                                                                  DataType='DTYPE_TEXT' IsFilterable='no' IsHidden="yes" CRMName="Contact External 
                                                                  Id" />
                                                                  
                                                                11. Locate the following code:

                                                                  <field Name='Description' Label='Description' DataType='DTYPE_TEXT' 
                                                                  IsFilterable='no' />
                                                                  <field Name='EstimatedCloseDate' Label='Estimated Close Date' 
                                                                  DataType='DTYPE_UTCDATETIME' CRMName="Estimated Close Date" />
                                                                  <field Name='ExternalSystemId' Label='External System Id' DataType='DTYPE_TEXT' 
                                                                  IsFilterable='no' IsHidden="yes" CRMName="External System Id" />
                                                                  <field Name='FaxPhone' Label='Fax Phone' DataType='DTYPE_TEXT' IsFilterable='no' 
                                                                  CRMName="Fax Phone #" />
                                                                  <field Name='FinancialAccountBalance' Label='Financial Account Balance' 
                                                                  DataType='DTYPE_TEXT' IsFilterable='no' IsHidden="yes" />
                                                                  <field Name='FinancialAccountCurrencyCode' Label='Financial Account Currency 
                                                                  Code' DataType='DTYPE_TEXT' IsFilterable='no' IsHidden="yes" />
                                                                  <field Name='FinancialAccountExchangeDate' Label='Financial Account Exchange 
                                                                  Date' DataType='DTYPE_DATE' IsFilterable='no' IsHidden="yes" />
                                                                  
                                                                12. Replace this code with the following:

                                                                  <field Name='Description' Label='Description' DataType='DTYPE_TEXT' 
                                                                  IsFilterable='no' />
                                                                  <field Name='EstimatedCloseDate' Label='Estimated Close Date' 
                                                                  DataType='DTYPE_UTCDATETIME' CRMName="Estimated Close Date" />
                                                                  <field Name='ExternalSystemId' Label='External System Id' DataType='DTYPE_TEXT' 
                                                                  IsFilterable='no' IsHidden="yes" CRMName="External System Id" />
                                                                  <field Name='FaxPhone' Label='Fax Phone' DataType='DTYPE_PHONE' 
                                                                  IsFilterable='no' CRMName="Fax Phone #" />
                                                                  <field Name='FinancialAccountBalance' Label='Financial Account Balance' 
                                                                  DataType='DTYPE_TEXT' IsFilterable='no' IsHidden="yes" />
                                                                  <field Name='FinancialAccountCurrencyCode' Label='Financial Account Currency 
                                                                  Code' DataType='DTYPE_TEXT' IsFilterable='no' IsHidden="yes" />
                                                                  <field Name='FinancialAccountExchangeDate' Label='Financial Account Exchange 
                                                                  Date' DataType='DTYPE_DATE' IsFilterable='no' IsHidden="yes" />
                                                                  
                                                                13. Locate the following code:

                                                                  <field Name='PolicyTotalPremium' Label='Policy Total Premium' 
                                                                  DataType='DTYPE_TEXT' IsFilterable='no' IsHidden="yes" />
                                                                  <field Name='PolicyType' Label='Policy Type' DataType='DTYPE_TEXT' 
                                                                  IsFilterable='no' IsHidden="yes" />
                                                                  <field Name='PotentialRevenue' Label='Potential Revenue' DataType='DTYPE_NUMBER' 
                                                                  IsFilterable='no' CRMName="Potential Revenue" />
                                                                  <field Name='PrimaryPhone' Label='Primary Phone' DataType='DTYPE_TEXT' 
                                                                  CRMName="Work Phone #" />
                                                                  <field Name='PrincipalPartnerChannelAccountManagerAlias' 
                                                                  Label='PrincipalPartnerChannelAccountManagerAlias' DataType='DTYPE_TEXT' 
                                                                  IsFilterable='no' IsHidden="yes" />
                                                                  <field Name='PrincipalPartnerExternalSystemId' Label='Principal Partner External 
                                                                  System Id' DataType='DTYPE_TEXT' IsFilterable='no' IsHidden="yes" />
                                                                  <field Name='PrincipalPartnerId' Label='Principal Partner Id' 
                                                                  DataType='DTYPE_TEXT' IsFilterable='no' IsHidden="yes" />
                                                                  
                                                                14. Replace this code with the following:

                                                                  <field Name='PolicyTotalPremium' Label='Policy Total Premium' 
                                                                  DataType='DTYPE_TEXT' IsFilterable='no' IsHidden="yes" />
                                                                  <field Name='PolicyType' Label='Policy Type' DataType='DTYPE_TEXT' 
                                                                  IsFilterable='no' IsHidden="yes" />
                                                                  <field Name='PotentialRevenue' Label='Potential Revenue' DataType='DTYPE_NUMBER' 
                                                                  IsFilterable='no' CRMName="Potential Revenue" />
                                                                  <field Name='PrimaryPhone' Label='Primary Phone' DataType='DTYPE_PHONE' 
                                                                  CRMName="Work Phone #" />
                                                                  <field Name='PrincipalPartnerChannelAccountManagerAlias' 
                                                                  Label='PrincipalPartnerChannelAccountManagerAlias' DataType='DTYPE_TEXT' 
                                                                  IsFilterable='no' IsHidden="yes" />
                                                                  <field Name='PrincipalPartnerExternalSystemId' Label='Principal Partner External 
                                                                  System Id' DataType='DTYPE_TEXT' IsFilterable='no' IsHidden="yes" />
                                                                  <field Name='PrincipalPartnerId' Label='Principal Partner Id' 
                                                                  DataType='DTYPE_TEXT' IsFilterable='no' IsHidden="yes" />
                                                                  
                                                              12. Update the security_utils.js file as follows:

                                                                1. Locate the following code:

                                                                  }
                                                                  options = helpers.merge_contexts(default_options, options);
                                                                  var MODIFICATION_BIT = 0x00000001;
                                                                  var DELETION_BIT = 0x00000001;
                                                                  var SYNC_BIT = 0x20000000;
                                                                  var PINNED_BIT = 0x08000000;
                                                                  options.temp_cache = {};
                                                                  
                                                                2. Replace this code with the following:

                                                                  }
                                                                  options = helpers.merge_contexts(default_options, options);
                                                                  var PINNED_BIT = 0x08000000;
                                                                  options.temp_cache = {};
                                                                  
                                                                3. Locate the following code:

                                                                  this.is_synced = function(){
                                                                     if (options.temp_cache.is_sync_value == null)
                                                                  options.temp_cache.is_sync_value = ((this.object_state() & SYNC_BIT) != 0);
                                                                     return options.temp_cache.is_sync_value;
                                                                  }
                                                                  this.is_pinned = function() {
                                                                     if (options.temp_cache.is_pinned_value == null)
                                                                  options.temp_cache.is_pinned_value = ((this.object_state() & PINNED_BIT) != 0);
                                                                     return options.temp_cache.is_pinned_value;
                                                                  }
                                                                  this.current_user_is_primary = function()
                                                                  {
                                                                  
                                                                4. Replace this code with the following:

                                                                  this.is_synced = function() {
                                                                     if (options.temp_cache.is_sync_value == null)
                                                                  options.temp_cache.is_sync_value = ((this.object_state() & 
                                                                  helpers.object_states.synchronized) === helpers.object_states.synchronized);
                                                                     return options.temp_cache.is_sync_value;
                                                                  }
                                                                  this.is_pinned = function() {
                                                                     if (options.temp_cache.is_pinned_value == null)
                                                                  options.temp_cache.is_pinned_value = ((this.object_state() & PINNED_BIT) === 
                                                                  PINNED_BIT);
                                                                     return options.temp_cache.is_pinned_value;
                                                                  }
                                                                  this.is_indirectly_visible = function()
                                                                  {
                                                                     if (options.temp_cache.is_indirectly_visible_value == null)
                                                                  options.temp_cache.is_indirectly_visible_value = ((this.object_state() & 
                                                                  helpers.object_states.indirectly_visible) === 
                                                                  helpers.object_states.indirectly_visible);
                                                                     return options.temp_cache.is_indirectly_visible_value;
                                                                  }
                                                                  this.current_user_is_primary = function()
                                                                  {
                                                                  
                                                                5. Locate the following code:

                                                                  this.delete_access = function() {
                                                                     var can_delete = this.current_user_is_primary() && this.ownership_mode() != 
                                                                  "book" || !this.is_synced();
                                                                     var value = new result_struct(can_delete);
                                                                     options.delete_filter(ctx, item_ex, value);
                                                                     return value.get_result();
                                                                  
                                                                6. Replace this code with the following:

                                                                  this.delete_access = function(){
                                                                     var can_delete = !this.is_indirectly_visible() && ( 
                                                                  this.current_user_is_primary() && this.ownership_mode() != "book" || 
                                                                  !this.is_synced() );
                                                                     var value = new result_struct(can_delete);
                                                                     options.delete_filter(ctx, item_ex, value);
                                                                     return value.get_result();
                                                                  
                                                                7. Locate the following code:

                                                                  this.modify_access = function() {
                                                                     var value = new result_struct(this.ownership_mode() != "owner" || 
                                                                  this.current_user_is_in_team() || item_ex.get_type() == 
                                                                  "Opportunity.ProductRevenue" || this.delete_access());
                                                                     options.modify_filter(ctx, item_ex, value);
                                                                     return value.get_result();
                                                                  }
                                                                  
                                                                8. Replace this code with the following:

                                                                  this.modify_access = function() {
                                                                     var can_modify = !this.is_indirectly_visible() && ( this.ownership_mode() != 
                                                                  "owner" || this.current_user_is_in_team() || item_ex.get_type() == 
                                                                  "Opportunity.ProductRevenue" || this.delete_access() );
                                                                     var value = new result_struct(can_modify);
                                                                     options.modify_filter(ctx, item_ex, value);
                                                                     return value.get_result();
                                                                  }
                                                                  
                                                                9. Locate the following code:

                                                                  var employee_options = {
                                                                     "link_to": "User",
                                                                     "get_current": function(ctx) { return 
                                                                  helpers.get_current_user_id(ctx.session);
                                                                     }
                                                                  }
                                                                  function item_unshared(ctx, item_ex, value)
                                                                  
                                                                10. Replace this code with the following:

                                                                     var employee_options = {
                                                                     "link_to": "User",
                                                                     "get_current": function(ctx) { return 
                                                                  od_helpers.get_current_user_id(ctx.session); 
                                                                     }
                                                                  }
                                                                  function item_unshared(ctx, item_ex, value)
                                                                  
                                                                11. Locate the following code:

                                                                  base_security.call(this, ctx, item_ex, helpers.merge_contexts(employee_options, 
                                                                  {}));
                                                                  this.delete_access = function() {
                                                                     var can_delete = helpers.ids_equal(ctx.session, 
                                                                  item_ex.get_property("OwnerId"), helpers.get_current_user_id(ctx.session)) && 
                                                                  this.ownership_mode() != "book" || !this.is_synced();
                                                                     return item_ex.get_id() == null || can_delete;
                                                                  }
                                                                  this.modify_access = function() {
                                                                     return this.ownership_mode() != "owner" || this.delete_access() || 
                                                                  helpers.ids_equal(ctx.session, item_ex.get_property("SalesRepId"), 
                                                                  helpers.get_current_user_id(ctx.session));
                                                                  }
                                                                  this.link_access = function(link) {
                                                                  
                                                                12. Replace this code with the following:

                                                                  base_security.call(this, ctx, item_ex, helpers.merge_contexts(employee_options, 
                                                                  {}));
                                                                  this.delete_access = function() {
                                                                     var can_delete = !this.is_indirectly_visible() && 
                                                                  (helpers.ids_equal(ctx.session, item_ex.get_property("OwnerId"), 
                                                                  od_helpers.get_current_user_id(ctx.session)) && this.ownership_mode() != "book" 
                                                                  || ! this.is_synced());
                                                                     return item_ex.get_id() == null || can_delete;
                                                                  }
                                                                  this.modify_access = function() {
                                                                     return !this.is_indirectly_visible() && (this.ownership_mode() != "owner" || 
                                                                  this.delete_access() ||
                                                                  helpers.ids_equal(ctx.session, item_ex.get_property("SalesRepId"), 
                                                                  od_helpers.get_current_user_id(ctx.session)));
                                                                  }
                                                                  this.link_access = function(link) {
                                                                  
                                                              13. Update the package_res.xml file as follows:

                                                                1. Locate the following code:

                                                                  <str key="msg_book_must_be_custom">Record must be associated to a custom book.</
                                                                  str>
                                                                  <str key="msg_owner_must_be_empty">Owner must be empty.</str>
                                                                  <str key="inaccessible_book">&lt;Inaccessible book&gt;</str>
                                                                  <str key="lbl_include_book_subitems">Include Sub-Items</str>
                                                                  <str key="book_selector_top_node">$obj_book_plural$</str>
                                                                  <str key="msg_ownership_log" skip_translation="yes">Ownership mode of {0} is 
                                                                  {1}</str>
                                                                  <str key="msg_Specifying_both_Book_and_Owner_is_prohibited">Specifying both Book 
                                                                  and Owner is prohibited.</str>
                                                                  
                                                                2. Replace this code with the following:

                                                                  <str key="msg_book_must_be_custom">Record must be associated to a custom book.</
                                                                  str>
                                                                  <str key="msg_owner_must_be_empty">Owner must be empty.</str>
                                                                  <str key="inaccessible_book">&lt;Inaccessible book&gt;</str>
                                                                  <str key="lbl_include_book_subitems">Include Sub-Books</str>
                                                                  <str key="book_selector_top_node">$obj_book_plural$</str>
                                                                  <str key="msg_ownership_log" skip_translation="yes">Ownership mode of {0} is 
                                                                  {1}</str>
                                                                  <str key="msg_Specifying_both_Book_and_Owner_is_prohibited">Specifying both Book 
                                                                  and Owner is prohibited.</str>
                                                                  
                                                                3. Locate the following code:

                                                                  <str key="msg_book_access_denied">You don't have access rights to Books of 
                                                                  Business, used for synchronization or the Books are no longer valid. Please check 
                                                                  your Books of Business configuration settings in the Control Panel or contact 
                                                                  technical support for assistance.</str>
                                                                  <str key="msg_record_access_denied">Access denied.</str>
                                                                  <str key="msg_record_set_query_save_record_set">Do you want to save changes to 
                                                                  record set?</str>
                                                                  <str key="conflict_resolution_form-advanced_view">View details</str>
                                                                  </res_root>
                                                                  
                                                                4. Replace this code with the following:

                                                                  <str key="msg_book_access_denied">You don't have access rights to Books of 
                                                                  Business, used for synchronization or the Books are no longer valid. Please check 
                                                                  your Books of Business configuration settings in the Control Panel or contact 
                                                                  technical support for assistance.</str>
                                                                  <str key="msg_record_access_denied">Access denied.</str>
                                                                  <str key="msg_record_set_query_save_record_set">Do you want to save changes to 
                                                                  record set?</str>
                                                                  <str key="msg_record_set_book_is_not_selected">The book is not selected.</str>
                                                                  <str key="conflict_resolution_form-advanced_view">View details</str>
                                                                  
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                                                                   <str key="application_tb_caption">$app_name$</str>
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                                                                  <str key="page-sync-show_control_panel_button">Show Control Panel...</str>
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                                                                  </res_root> 
                                                                  

                                                                Options for Uninstalling Oracle CRM On Demand Desktop

                                                                  Uninstalling Oracle CRM On Demand Desktop by Using the Windows Control Panel

                                                                  You can uninstall Oracle CRM On Demand Desktop by using the Windows control panel.

                                                                  To avoid a loss of data, it is recommended that all users synchronize and back up all personal data before removing Oracle CRM On Demand Desktop.

                                                                  To remove Oracle CRM On Demand Desktop using the Windows control panel

                                                                  1. Make sure that Oracle CRM On Demand Desktop users have synchronized and backed up their personal data as follows:

                                                                    1. In Microsoft Outlook, perform a synchronization.

                                                                    2. Back up personal data.

                                                                      To back up personal data, it is recommended that the user use the standard Microsoft Outlook feature to export personal data to a file.

                                                                  2. To remove Oracle CRM On Demand Desktop:

                                                                    1. Log in to the computer as an administrator.

                                                                    2. Click the Start menu, choose Control Panel, and then open Programs and Features.

                                                                    3. In the Currently Installed Programs window, click Oracle CRM On Demand Desktop, and then click Uninstall.

                                                                      Note: You can confirm the removal of all Oracle CRM On Demand Desktop related data by clicking Yes when you receive the following message: Uninstalling the CRM On Demand Desktop application will remove from Microsoft Outlook all your CRM related data, which is not synchronized yet. Click Yes to continue uninstalling the application. Otherwise click No and perform full synchronization. Then make a backup of all shared contacts, which you want to keep in Microsoft Outlook. Try uninstalling the CRM On Demand Desktop application again.

                                                                    Uninstalling Oracle CRM On Demand Desktop by Using the Oracle CRM On Demand Desktop EXE File

                                                                    You can uninstall Oracle CRM On Demand Desktop by running the Oracle CRM On Demand Desktop EXE file.

                                                                    To uninstall using Oracle CRM On Demand Desktop EXE file

                                                                    1. Navigate to the Oracle CRM On Demand Desktop.5.0.0.x.exe installation package.

                                                                    2. In the Welcome dialog box, click Next.

                                                                    3. Select Remove and click Next.

                                                                    4. In the InstallShield Wizard dialog box, click Finish.

                                                                      Uninstalling Oracle CRM On Demand Desktop from a Command Line

                                                                      You can run the Oracle CRM On Demand Desktop.5.0.0.x.exe installation package from a command line interface on the client computer to uninstall Oracle CRM On Demand Desktop.

                                                                      To uninstall Oracle CRM On Demand Desktop from a command line

                                                                      1. Open a command line.

                                                                      2. To unistall Oracle CRM On Demand Desktop, use the following command:

                                                                        "C:\...\Oracle CRM On Demand Desktop.exe" /x /s /v"/L*v \"%temp%\result.log\" /qn"