User Profile

Visibility on data must be exactly the same regardless of being offline or online!



When data is visible to a user in online mode (web or outlook) via a team assigned security role (security role assigned to Team; user is member of team), this does not work in offline mode (outlook). The users lose a lot of visiblity, as they only see the records assigned to them directly...

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2 Comments

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2 Comments

Category: Microsoft Office Integration (200)

STATUS DETAILS
Completed

Prevent automatic tracking of emails (while using Server Side Sync and the Lightweight App)


A lot of times the business requirement is to only have emails in CRM that users track manually. Therefore there should be an option to fully prevent automatic tracking of emails, while using the Lightweight App for Outlook.
This should be set globally for one CRM organisation, via S...

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16 Comments

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16 Comments

Category: Email Management and Outlook Integration (307)

STATUS DETAILS
Completed