Limiting Users Access to Business Contact Manager Contacts

[Guest]

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?

 

[mrtimpeterson via OfficeKB.com]

Check out this option ... and don't look back.

www.mxcontact.com

-THP

 

[Guest]

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