Downloading Records to Your Offline Edition
Before you begin:
After installing the Offline edition, download the records you want to use while working offline. The complete set of records that you can download consists of those you own, and those shared with you and with team members.
To download records
- Open the Offline edition.
- Click the Enable Macros button in Excel.
- Click the Download button.
- When prompted to sign in to Siebel CRM On Demand, enter your email address and password.
NOTE: You must properly set up your security credentials for Siebel CRM On Demand, including the security questions. If this is not done, a Page Not Found error might display on screen.
- Do one of the following:
- For Accounts, select which Accounts you want to download from the drop-down list..
All the lists you or your managers created for you appear in the drop-down list in the Offline edition.
NOTE: Activities created on an account are accessible depending on who created them. If you want to view the activities that you created for an Account, only the activities from the past year are available. However, if you want to view activities created by another user, only those activities from the past 60 days are available for viewing. What you can view in On Demand depends on your access rights. For further information see your administrator.
- For Contacts, select which Contacts you want to download from the drop-down list.
- For Opportunities, select which Opportunities you wish to download from the drop-down list.
- If you want to download appointments and tasks, select the Tasks and Appointments you wish to download from the appropriate drop-down arrow.
NOTE: The lists for Tasks and Appointments are built into the product and cannot be changed. You always receive Tasks and Appointments from the previous two months, unless you select the extended Task and Appointment download. In this case, you receive activities from the past year.
- Click Download.
Progress bars indicate how the three-step download process is progressing:
- Server request to retrieve data.
- Download the data to the Offline edition.
- Process the data within Offline edition.
When the process is complete, a message notifying you of a successful download appears on screen.
TIP: If an error message appears, navigate to the Offline directory to check the error log for the specific error message.
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