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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
|Also listed in|
|FAQ -> Outlook CRMTool/Sync|
|Outlook Sync||Can Outlook Sync be used in a Windows Terminal Server...|