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Need to create a public contact folder that sync's w/CRM Program



 
 
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  #1  
Old June 19th, 2009, 07:43 PM posted to microsoft.public.outlook.contacts
beachgirl3
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Posts: 3
Default 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.
  #2  
Old June 19th, 2009, 08:09 PM posted to microsoft.public.outlook.contacts
Ben M. Schorr - MVP
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Posts: 419
Default 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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