ChristopherGrove
Thu Oct 11 10:48:02 PDT 2007
Hmmm... The idea's interesting thanks. I don't know if we can do that, but
that also gives me the idea of thinking around the possibilities of how to
reorganise the contacts...
--
Christopher Grove
"David Jennaway" wrote:
> One way we've done it is have a separate Marketing List for each user, into
> which they add the contacts they want to sync. Then change the Local Data
> group to be the contacts within the respective Marketing List
> --
> David Jennaway - Microsoft Dynamics CRM MVP
> Web:
http://www.excitation.co.uk
>
>
>
> "Christopher Grove" wrote:
>
> > Dear all,
> > I'm relatively new to MS CRM, so I hope that this isn't a stupid question,
> > but I'm also looking at the Outlook client with the aim of installing it.
> > Our sales reps have got loads of contacts (I've been told to take into
> > account amounts in the thousands). The current filters are Parent Downloaded
> > = true OR Owner = Current User and Status = Active.
> > I assume that Parent Downloaded means the Account with which the contact is
> > associated.
> > I'd be interested to hear of any extra criteria that any of you have applied
> > to this filter, because I can't think of any more offhand. OR, is there any
> > other way to limit the contacts that are downloaded?
> > --
> > Christopher Grove
> >
> >
> > "David Jennaway" wrote:
> >
> > > Which conatcts are synced is controlled by the definition of the My Contacts
> > > local data group that each user will see in the CRM Outlook client (CRM menu,
> > > Local Data).
> > >
> > > By default it is the contacts the user owns, but this can be changed
> > > --
> > > David Jennaway - Microsoft Dynamics CRM MVP
> > > Web:
http://www.excitation.co.uk
> > >
> > >
> > >
> > > "ltg" wrote:
> > >
> > > > Does CRM Sync the contacts in CRM with each persons contact section in
> > > > outlook if that person is using the CRM Outlook laptop/desktop client?
> > > >
> > > > Thanks
> > > >
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