Email History not available to other users

[Tincup]

emails have been successfully linked to Account/Business Contacts and an
Opportunity. But when another user goes to view the History in the
Account/Business Contact/Opportunity the attachments are not available. It
would appear that only attachments that are on your own machine can be seen.
Can these attachments be viewed by other users.

 

[Lon Orenstein]

Tincup:

If you want everyone to have access to the attachments, put them on a shared
server that everyone can access them. You could map a drive called the S:
drive (for Shared) and each PC on your network would then have the same path
to S:\Documents\Clients\xyz.doc for example.

HTH,
Lon


___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com