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
|
|
- Contacts
- Appointments
- Tasks
|
|
|
|
|
- Completed Activities, such as Appointments and Tasks. Due Date falls between Today and 2 months into the past.
|
|
|
|
|
Contacts
|
|
- Opportunities
- Contacts
- Appointments
- Tasks
|
|
|
- Contacts
- Appointments
- Tasks
|
|
|
|
|
- Completed Activities, such as Appointments and Tasks.
|
|
|
|
|
|
|
|
Opportunities
|
|
- Accounts
- Contacts
- Appointments
- Tasks
|
|
|
|
|
- Completed Activities, such as Appointments and Tasks.
|
|
|