Limiting Users Access to Business Contact Manager Contacts
by a2xjbGFya2U » Fri, 19 May 2006 00:56:03 GMT
My supervisor has some very specific requirements for our contact database
and I'm just beginning to learn Business Contact Manager and am wondering if
it fits these requirements. And if it doesn't, does anyone have suggestions
for a software that does?
We need a contact database that we can assign a lead to a user, check on any
activity or notes they put in regarding the lead, and can reassign the lead
if the user isn't giving it any activity?
So the user should only be able to access the specific leads we assign to
them.
I suppose it would be possible to just create different databases per
user... but would it be possible to transer a contact from one database to
the other, thereby reassigning it?
Re: Limiting Users Access to Business Contact Manager Contacts
by mrtimpeterson via OfficeKB.com » Fri, 19 May 2006 02:46:55 GMT
Check out this option ... and don't look back.
www.mxcontact.com
-THP
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RE: Limiting Users Access to Business Contact Manager Contacts
by bmVhbA » Fri, 19 May 2006 06:52:02 GMT
from what I understand, BCM 2 doesn't do permisssions, meaning it won't limit
access to subsets of contacts. If you want to stay within Outlook, you might
use an Exchange Server or SharePoint solution with shared and private
folders. I've tested MX as listed above, and it might get close, but BCM 2
isn't going to do it.
If you have a chance to participate in the upcoming beta of Outlook 2007
with business contact manager 3, you might find increased functionality.
The beta opens in a couple weeks.
Good Luck, Neal
Similar Threads:
1.Business Contact Manager 2007 Access Rights and user fields
Hi,
We evaluate the Business Contact Manager 2007, it does look and work not bad
but we have some big problems finding standard features. Maybe me look at the
wrong spot, we do hope someone could assist us to find a solution.
There are 2 things we try to figure out:
1. We need to assign user access rights that allow us to limit work group
users to only see specific contacts and functions. For example we need to
disable the reporting since only the management should see this also there
should be a way to limit the user to contacts that have a specified fields.
For example we could have a field saying "owner" and than specify a login
filter to only show the user contacts that have a specified owner key.
However other users could see all is not access rights limits are assigned.
2. It seems that Business Contact Manager 2007 is limited to 40 user defined
fields, we have at least 90 of them that I need to import. I am amazed that
there is a limit in a modern application like this. Surly there must be a way
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welcome. We would really like to give this a shot but we are amazed that
these standard features are not easily found.
Best wishes,
Thom
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If the manual way of doing it that Monica describes does suit your needs,
there is a quick way to add a Business Contact from an e-mail. Especially if
you want to add many at a time, in a few clicks. The method is a little
obscure, but here is how:
1. In your inbox's list of incoming (or any other) mails, right click the
e-mail.
2. Then select "E-mail Auto-link".
3. A dialog box pops up with all of the addresses in the mail.
4. The ones that you currently do not have a Business Contact for have
"unknown" in the column.
5. Select the one(s) you want to make into Business Contacts and click OK
6. The Business Contact has been added, and will have its e-mail autolinked
as well (which can then be turned off again if you don't want it).
7. Now fill in the rest of the Business Contact information as appropriate,
as Full Name and e-mail address are already populated in the Business Contact.
Thanks for your interest in Business Contact Manager for Outlook.
Bret [MS]
"Monica Tsang (MSFT)" wrote:
> Hi
>
> Thank you for your question. Unfortunately, Outlook does not support right
> clicking on an email address and adding it as a Business Contact in lieu of a
> Outlook Contact. However, you can add it as a Outlook Contact, then simply
> drag and drop that contact from the Outlook Contact folder to the Business
> Contact folder and it will automatically make the necessary changes to become
> a Business Contact.
>
> Thanks,
> Monica Tsang [MSFT]
>
> "Knuckleheadmike" wrote:
>
> > Is there a way to configure Outlook 2007 to add new contacts to Business
> > Contacts in Business Contact Manager instead of Contacts when right clicking
> > on the email address in an email?
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Is there a way to configure Outlook 2007 to add new contacts to Business
Contacts in Business Contact Manager instead of Contacts when right clicking
on the email address in an email?
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8. Remotely access contacts in business contact manager?