BCM 2010 for CRM tool?

[Notgot]

Hi,

I'm currently running Outlook 2003 with BCM and have been for around 18 months. We are due to update to 2010 soon and I would like to get my colleagues using BCM as I can see advantages to the business by using it like a CRM tool.<O</O

<O</O

My questions is can I allow access to only certain accounts and not all the accounts in the database? The reason I ask this is it seems straight forward to allow database access using the wizard but this will allow others to see all my information and I can’t allow this. <O</O

<O</O

Do we also need to install the data on our server (Exchange 2007 I think) or can we just nominate certain colleagues to control the main accounts and allow access for others? <O</O

<O</O

Thanks in advance <O</O

<O</O

Jon <O</O

 

[Forum Admin]

Access is to the database - all you can control is what they can do, not which records they can see.

 

[Notgot]

Thank you for the feedback.

Could I have one user with access to all the individual databases that can run reports etc for meetings?

Thanks,

Jon

 

[Diane Poremsky]

I'll have to check on that - I forget if running reports is one of the permission options - but offhand, I think the answer is no.