Contact Matching for Activity Records

If the Siebel application can match activity recipients with persons in the Siebel database, then the recipients are contacts. For the Send Email command, this matching is based primarily on the email address. If more than one record that includes the same email address exists in the Siebel database, then the first such record is associated with the activity as a contact.

For a third-party email integration with Microsoft Outlook, an email address might not be passed back to the Siebel application to match recipients to contacts and to associate these contacts with the activity. If the email address is not passed back, then the Siebel application tries to match recipients to contacts by using the first and last names of the recipient, or by using the first, middle, and last names. If no match is found in the Siebel database, then the recipients are not associated with the activity as contacts.

Note: When Collaborative Data Object (CDO) is included on a client computer that runs Microsoft Outlook, the email address (not just the name) is passed to the Siebel application for matching purposes.