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Running Additional Synchronization Sessions

You want to synchronize your records whenever you update, add, or delete contacts, tasks, or appointments. To do so, you need to be connected to the Internet, but you do not need to be signed in to Siebel CRM On Demand.

If you do not synchronize for seven days, the application adds a task to remind you to do so. The reminder appears once a week until 21 days have passed. After that, no more reminders are triggered.

CAUTION: If you change your time zone (for example, if you set your computer clock to match another region's while you're traveling), be sure to close Siebel PIM Sync On Demand and then re-open it. This allows the application to synchronize the times set for your tasks and appointments accurately.

Before you begin. Connect to the Internet.

To run additional synchronization sessions

  1. From the Start menu on your computer, select Siebel CRM On Demand > Siebel PIM Sync On Demand > Siebel PIM Sync On Demand.
  2. In the Siebel PIM Sync On Demand window, click Synchronize Your Data.

    For each record type, a confirmation box appears, listing the changes made for records of that type. You can review the changes, cancel the sync, or accept the changes to complete the synchronization process.


Published May 2008