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What privileges should be enabled to use the Outlook CRMTool?

Article ID: 416
Last updated: 25 Feb, 2020
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Q: What privileges should be enabled to use the Outlook CRMTool?

A: In addition to the general rule where Users should only have access to 1 Workgroup - here are a couple of things that your LeadMaster Consultant/Administrator need to enable and check:

From the Workgroup Management page - Make sure the Offline Client Access is enabled.

LeadMaster CRM - Workgroup Offline Client Access

From the User's Logon Management page:

Under the Offline/Mobile Access Privileges section/accordion - enable/check the following options

Outlook Sync Access - to allow users to synchronize their online data - calendar, contacts etc.

Email History Access - to allow users the ability to log and sync Outlook emails

LeadMaster CRM - Outlook CRMTool Sync Access

NOTE: In the image above, the 'Last accessed' and 'Version' will have values according to what CRMTool version the user has installed and when they last logged in successfully in CRMTool.

Below are the steps to find out what version of Outlook CRMTool user has installed and when was the last successful login.

 - Login to Classic URL: https://secure.leadmaster.com/index_logon.asp

 - Go to Logon Management >> Search for affected User >> open Privileges

 - Open section "Offline/Mobile Access Privileges"

 - the "Last accessed" date tells you when this user has logged on successfully, if blank, then user have never logged in CRMTool yet(new user)

If the Version number displays ""  it tells that this user has both installed the latest version and is able to login successfully. If the number shows "", this user might still be using the old CRMTool version and need to update to the v. Then if the user claims they have already installed it, then have them login to CRMTool (same credentials with LeadMaster on web browser)

Related Articles:

Outlook Sync FAQ
CRM Sync Tech Support
"User does not have permission" or "User is inactive"


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