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What Records You Can Use Offline

You can download a subset of the total information you have access to in Siebel CRM On Demand. The following table shows you what record types you can download or upload and what information is carried over with those records.

This record type

Carries this linked information when downloading or uploading

Along with this information linked

Accounts

  • Opportunities
  • Contacts
  • Appointments
  • Tasks

 

  • Contacts

 

 

  • Completed Activities, such as Appointments and Tasks. Due Date falls between Today and 2 months into the past.

 

 

  • Open Activities

 

Contacts

  • Accounts
  • Opportunities
  • Contacts
  • Appointments
  • Tasks

 

  • Opportunities
  • Contacts
  • Appointments
  • Tasks

 

  • Open Activities

 

 

  • Completed Activities, such as Appointments and Tasks.

 

 

  • Related Contacts

    Related Contacts is not part of the standard application

 

 

  • Contact Relationship

 

Opportunities

  • Contacts
  • Accounts
  • Contacts
  • Appointments
  • Tasks

 

  • Open Activities

 

 

  • Completed Activities, such as Appointments and Tasks.

 

TIP: Leads are not available in the Offline edition. However, if you want to use lead contact information, you can save this information to a spreadsheet, and import it into the Offline edition of Siebel CRM On Demand.


Published 05/11/2007