How Siebel CRM Desktop Sets the Primary Employee
Siebel CRM Desktop does following work to set the primary employee for a To Do item:
If a user creates a shared To Do item that is shared only with the user, then it resolves the user as the owner of the Siebel CRM activity.
If a user creates a To Do item that is shared and delegated, and if the user keeps a copy of the To Do item in the user mailbox, then it creates an activity and sets the owner according to the following rules:
If the user delegates the To Do item only to another employee, then Siebel CRM Desktop does the following work:
Creates an activity in Outlook for the user
Creates a relationship between this employee and the employees team
Sets the first employee in the To line as the owner
If the user delegates the To Do item of a shared contact to a mixture of shared, unshared, or native Outlook contacts, then Siebel CRM Desktop does the following:
Creates the activity
Sets the user as the owner
Creates relationships between all shared contacts that it resolved from email addresses in the To Do item To line. It makes these relationships in the Contacts list.
If the user delegates the To Do item to shared contacts and employees, then Siebel CRM Desktop does the following work:
Sets the first employee in the To line as the owner
Creates a relationship between the creator and the Employee team
Creates a relationship between contacts and the Contacts list
Does not create relationships with other employees
This configuration helps to avoid having two similar activities for the same employee:
For each assigned employee who accepts the To Do item, Siebel CRM Desktop creates an activity with this employee, sets the owner, and creates a relationship between the To Do item creator andthe Employees team. It does not create any other relationships.
The activity that Siebel CRM Desktop creates in Outlook for the first employee in the To Do item To line is the same as the activity that it creates in Outlook for the To Do item creator.
If the user delegates the To Do item to an external contact, then Siebel CRM Desktop creates an activity and sets the creator as the owner.
If a user receives and shares a To Do item, then Siebel CRM Desktop creates the activity, sets the employee who received the To Do item as the owner, and adds the employee who sent the To Do item to the Employees team as a nonprimary member.