About Using Siebel Outlook Add-In

The Siebel Outlook Add-In adds a Siebel Options menu, a Siebel toolbar, and right-click menu items to the Microsoft Outlook interface. These features let you link to records in Siebel Business Applications. You can also remove links using these controls.

The following information lists the types of Siebel records that you can link to from Microsoft Outlook.

Microsoft Outlook Record Type	Can Link to These Siebel Record Types
Calendar	Account
Calendar	Opportunity
Calendar	Project
Calendar	Service Request
Task	Account
Task	Opportunity
Task	Project
Task	Service Request
Contact	Account
Contact	Opportunity
Contact	Project

Each Microsoft Outlook record can support a single link to each Siebel record type. For example, a Microsoft Outlook contact can link to one Siebel account, one Siebel opportunity, and one Siebel project. If you link to a new Siebel record and a link of that type already exists, then the new link replaces the old link.

You can associate the same Siebel record to multiple Microsoft Outlook records. By selecting multiple Outlook records, and then associating the Siebel records, you can assign the same Siebel record to multiple Outlook records in a single operation.

For more information about using Siebel Outlook Add-In, see:

• Linking to Siebel Data from Microsoft Outlook

• Using Outlook Add-In Quick Links

• Using Outlook Add-In Links

• Removing Links to Siebel Data

• About Using Outlook Add-In with the Mobile Web Client