How Can A User Share Multiple Contacts With Siebel At Once?
(Doc ID 1627110.1)
Last updated on FEBRUARY 24, 2021
Applies to:Siebel CRM Desktop - Version 188.8.131.52 [IP2013] and later
Information in this document applies to any platform.
How can a user share multiple contacts with Siebel CRM Desktop at once?
When CRM Desktop are implemented for the first time, several users have to convert their Outlook-contacts to Siebel-contacts and then share the contacts with Siebel. In CRM Desktop 3.7.9, this proses is a two-step process:
1. Mark one or more Outlook-contacts and press the "Convert to Siebel"-button in the toolbar to convert the contacts
2. Open each one of the contacts and press the sharebare in the Contact form
This process is time consuming.
1. Is it possible to share several contacts to Siebel at the same time? And how?
2. Is it possible to convert from Outlook-contact to Siebel-contact and share the contact with Siebel by just pressing one button in the toolbar? And how?
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