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Need to create a public contact folder that sync's w/CRM Program
I need to create a public customer contact folder that will Sync with our CRM
program. The problem is that not everyone in our office has access to the CRM program, or needs it, but there is a need for just about everyone to have access to the individual contact information, with "read only" permissions. I will be maintaining the master file and making all changes and updates, but I need the folder to sync with CRM, to reflect all updates, changes, additions, etc. Any help or ideas would be appreciated. |
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Need to create a public contact folder that sync's w/CRM Program
Almost impossible to answer without knowing what the CRM program is.
Also, do you have an Exchange server? What version of Outlook are you using? What version of Exchange? Do you have Sharepoint? What version? -- -Ben- Ben M. Schorr, MVP Roland Schorr & Tower http://www.rolandschorr.com http://www.officeforlawyers.com Author - The Lawyer's Guide to Microsoft Outlook 2007: http://tinyurl.com/5m3f5q "beachgirl3" wrote in message : I need to create a public customer contact folder that will Sync with our CRM program. The problem is that not everyone in our office has access to the CRM program, or needs it, but there is a need for just about everyone to have access to the individual contact information, with "read only" permissions. I will be maintaining the master file and making all changes and updates, but I need the folder to sync with CRM, to reflect all updates, changes, additions, etc. Any help or ideas would be appreciated. |
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