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Our firm recently starting using Outlook to store all of our client
information. We created a public folder for the contact list. We would like
all employees to be able to view via the activities tab all emails sent
to/recieved by, tasks, journal entries, etc for those clients.
We don't know if we set it up correctly, because it seems only one person
can have control over the activities. For example, if Employee A sets up
permissions on her machine it works, Employee A can see all of the emails,
etc between her and the client on her machine. But if Employee B tries to
view he must also give permissions, and his permissions overwrite Employee
A's permissions. So, Employee B can now see his emails to and from clients,
but Employee A can't see anything.
What have we done wrong?
information. We created a public folder for the contact list. We would like
all employees to be able to view via the activities tab all emails sent
to/recieved by, tasks, journal entries, etc for those clients.
We don't know if we set it up correctly, because it seems only one person
can have control over the activities. For example, if Employee A sets up
permissions on her machine it works, Employee A can see all of the emails,
etc between her and the client on her machine. But if Employee B tries to
view he must also give permissions, and his permissions overwrite Employee
A's permissions. So, Employee B can now see his emails to and from clients,
but Employee A can't see anything.
What have we done wrong?