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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.
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
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.
If the Version number displays "220.127.116.11" it tells that this user has both installed the latest version and is able to login successfully. If the number shows "18.104.22.168", this user might still be using the old CRMTool version and need to update to the v.22.214.171.124. Then if the user claims they have already installed it, then have them login to CRMTool (same credentials with LeadMaster on web browser)
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|FAQ -> Outlook CRMTool/Sync|
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