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Accessing other colleagues data offline 1
- Thread starter mamor90
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1
- #2
I am missing something here - you CAN get access to both YOUR information AND your Collegues???
Kinda depends on what your set up is.
We set things up so that any contact you have access to - you have access to everything regarding them (offline). Then Online /connected you can see all contacts in your area (so we have Domestic sales & International Sales seperate)
This help?
Kinda depends on what your set up is.
We set things up so that any contact you have access to - you have access to everything regarding them (offline). Then Online /connected you can see all contacts in your area (so we have Domestic sales & International Sales seperate)
This help?
- Thread starter
- #3
two things
1) You have to be online - from within Outlook go to CRM -> Local Data --- you should be able to figure it out from there I think
2) the prolem we ran into was that the owner of the record was not the only one who needed to see some records, so we customized the contact adding a field for each remote user (a check box). THEN when a user wants a contact, they go online - find the contact - check their check box - and then go offline - this coupled with #1 it works VERY well.
THis help?
1) You have to be online - from within Outlook go to CRM -> Local Data --- you should be able to figure it out from there I think
2) the prolem we ran into was that the owner of the record was not the only one who needed to see some records, so we customized the contact adding a field for each remote user (a check box). THEN when a user wants a contact, they go online - find the contact - check their check box - and then go offline - this coupled with #1 it works VERY well.
THis help?
- Thread starter
- #5
You make your own --- (hence the beauty of MS CRM - every install can customize to their hearts content and it will automatically send the forms out both in Outlook & on the web client).
In addition to other custom entities, we created a new tab on the contact form and put all of the remote user's check boxes on that tab. Then the 'Local data' needs to be updated to say pull everything for any contacts I own -OR- where cb_jymm is true (that is what we called it). Yup there will be some work when we hire/fire folks, but it should not be too bad for some place our size --- larger corps just tell the local data to bring everything down... but that was not for us.
It also KINDA depends on the way you set up the buiness units. Think of the Business units as an Org chart.
Company name might be the top one - under that for us is North America -or- International. Under International we have Europe, Asia, Africa. What this means is that the people with International access will see Europe, Asia, AND Africa as well as the rest of the contacts.
It did not work for us to do similar for North America since sales folks on the West Coast still deal with contacts on the East coast - so we could not do the same there.
If you are not framiliar with customizations - look at this book
I thought it was a pretty good help with a number of things.
make sense?
In addition to other custom entities, we created a new tab on the contact form and put all of the remote user's check boxes on that tab. Then the 'Local data' needs to be updated to say pull everything for any contacts I own -OR- where cb_jymm is true (that is what we called it). Yup there will be some work when we hire/fire folks, but it should not be too bad for some place our size --- larger corps just tell the local data to bring everything down... but that was not for us.
It also KINDA depends on the way you set up the buiness units. Think of the Business units as an Org chart.
Company name might be the top one - under that for us is North America -or- International. Under International we have Europe, Asia, Africa. What this means is that the people with International access will see Europe, Asia, AND Africa as well as the rest of the contacts.
It did not work for us to do similar for North America since sales folks on the West Coast still deal with contacts on the East coast - so we could not do the same there.
If you are not framiliar with customizations - look at this book
I thought it was a pretty good help with a number of things.
make sense?
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