synchonising actions - Outlook and BCM 2007 B2TR


G

Guest

BSorry this is a bit long …
I am using Outlook 2007 with BCM, both B2TR. I have been very impressed with
the capabilities so far. In order to recommend use in the office I need to
make sure it will work with a database shared amongst 5 users. I set up a
test with a desktop and an laptop, both Win XP Pro. I followed the
instructions and shared the database on the desktop, then selected it from
the laptop. Everything seems fine.
I have added contacts, and accounts to the desktop – they appear on the
laptop.
I have disconnected the laptop from the network, worked locally adding more
accounts and contacts – connected back to the network and gone “online†and
it all synchronised back to the desktop. Perfect.
My problems arise when I have created an opportunity on the laptop and set
an reminder for myself on the laptop. This has also been transferred to the
desktop and appears as a reminder on the desktop. Is this right ? Is it
because I have the same “username†on the desktop and laptop ? If I have
five sales staff in the office then I do not want the “master†PC to have all
of their actions etc..
 
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L

Luther

I haven't tested this scenario, but I looked in the database and in the
ActivityRemindersTable, UserName is the second column, so I expect
reminders are just for that UserName--presumably the person that set
the reminder.
 
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G

Guest

I think so too. The reminder on opportunity is be per user. If one of my
client set the reminder of the opportunity, the other users cannot see the
reminder set on the same opportunity.
 

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