J
Joe
Hello All:
We have the following environment.
Exchange 2000 running on SBS 2000 Server.
Clients Running XP Pro SP2, Office XP and Outlook 2003.
We want to have a central database of contacts that represent our customers
and we want the end users to have their own seperate personal contacts that
do not necessarily represent customers as well. So we are basically talking
about users having a personal contact database and a shared Customer contact
database. We want to set permissions on the global customer contact database
to allow various levels of capabilities regarding access to the cutomers and
their related emails, Documents, Notes, Tasks, etc... .
We would like to be able to identify the customers that employee "X" would
have access to to be te ones haveing his/her employee ID in the REP (custom)
field in the Customer contact record.
As a note is linked to a Contact, or a task is related to a contact for
follow up, etc... we would want all users having access to that particular
contact to have access to this.
What is the best way to accomplish this basic Customer Relationship
configuration given our current software??
Public Folders????
Any advice would be greatly appreciated.
We have the following environment.
Exchange 2000 running on SBS 2000 Server.
Clients Running XP Pro SP2, Office XP and Outlook 2003.
We want to have a central database of contacts that represent our customers
and we want the end users to have their own seperate personal contacts that
do not necessarily represent customers as well. So we are basically talking
about users having a personal contact database and a shared Customer contact
database. We want to set permissions on the global customer contact database
to allow various levels of capabilities regarding access to the cutomers and
their related emails, Documents, Notes, Tasks, etc... .
We would like to be able to identify the customers that employee "X" would
have access to to be te ones haveing his/her employee ID in the REP (custom)
field in the Customer contact record.
As a note is linked to a Contact, or a task is related to a contact for
follow up, etc... we would want all users having access to that particular
contact to have access to this.
What is the best way to accomplish this basic Customer Relationship
configuration given our current software??
Public Folders????
Any advice would be greatly appreciated.