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Uploading Records From Your Offline EditionAfter you add or update records in the Offline edition, you want to upload the new information to your company's Siebel CRM On Demand application. NOTE: Deleting records must be done from Siebel CRM On Demand, not the Offline edition. Also, if you want to transfer the ownership of the account from yourself to another employee, upload the account first, and then change the owner in Siebel CRM On Demand. (If you transfer ownership, you will not be able to edit the record after it is saved in the Offline edition.) You cannot upload changes to accounts unless you either own it or it has been shared with you by the owner through the Account Team or Book feature. Before you begin. You must be connected to the Internet to upload your records. To upload records
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Published 05/11/2007 |