How Siebel CRM Assigns Meeting Organizers
A Siebel user is a user who is registered to use Siebel CRM Desktop or a Siebel Business Application, such as Siebel Call Center. The meeting organizer is the user who creates the meeting. If a user creates a meeting, then Siebel CRM does the following:
If the meeting organizer is a Siebel user, then it sets the value in the Owner field of the activity to the following value:
Meeting Organizer
If the meeting organizer is not a Siebel user, then it sets the value in the Owner field of the activity to the value that you specify in the Generic Siebel Owner system preference. For more information, see Controlling How Siebel CRM Desktop Assigns Calendar Entry Owners.
How Siebel CRM Assigns a Meeting Organizer If This Organizer Is Not a Siebel User
Siebel CRM requires the following:
Every activity must include an owner.
A Siebel employee record must exist for this owner.
Assume a Siebel user creates a calendar entry in Outlook. In this situation, an employee record exists for this user, so Siebel CRM Desktop sets this user as the owner and then synchronizes this calendar entry to the Siebel Server.
An employee record does not exist in the following situations:
Assume employee A in your organization is not a Siebel user. This employee creates a meeting and then invites another employee in your organization who is a Siebel user to this meeting. A Siebel employee record does not exist for Employee A, and this employee cannot own a Siebel CRM record.
A contact who is external to your company creates a meeting. A Siebel contact cannot own a meeting.
To create the meeting in this situation, Siebel CRM must first determine the owner for this activity. To avoid duplication errors and access conflicts between users for this meeting, Siebel CRM does the following:
Creates a meeting.
Assigns the value that you specify in the Generic Siebel Owner system preference as the owner of this meeting.
For more information, see Resolving Synchronization Conflicts.