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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 the records that are linked with those records.

This record type

Contains the following record types when downloaded or uploaded

Which also contains the following record types

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.

 


Published May 2008