I have a multi-part question.

I need to have a customer contact list set up for my users to be able to
access and email customers from. Obviously, setting up each customer with
an Active directory user account is out of the question.

Am I correct in thinking that I can accomplish this by setting up a new
distribution group in Active Directory, and creating new contacts for each
customer and adding them into the new group? I was also thinking that I
need to add an additional OU to hold just the customer contacts so as to
keep them separate from my user accounts, etc. The contacts would contain
name, address, phone, and the external email address of the cutomer.

Secondly, I have one user that needs to be put in charge of maintaining the
cutomer contact list. How can I set her up so that she has access to
add/delete/change contacts without giving her access to any other part of
Active Directory?

We are running SBS 2000 with users on Windows XP and Outlook 2003.

Thanks,
Jeff

Re: Customer Contact List by Dave

Dave
Fri Dec 23 10:03:42 CST 2005

Personally, I'm opposed to using AD Contacts for this. First of all, as you
point out, the work falls disproportionately on the admin and it's difficult
to delegate. Secondly, I don't really view this as the appropriate way to
handle these contacts (acknowledging that others disagree).

I suggest creating a public folder for this purpose. Set the appropriate
permissions. What we do is to allow everyone to add and edit contacts, then
only supervisory people to delete them. That way, if someone accidentally
messes up a contact, at least it'll still be there for someone to know it
needs to be fixed. You can set the permissions any way that seems effective
for your organization. (Set up the PF in Outlook and configure the
permissions there, then in the folder's properties in each user profile,
click the box to show as an e-mail address book).

We not only use the PF contacts as an e-mail address book. We've also set
up Dymo label printers to print address labels from the PF, and we've
configured Word so we can insert addresses from the PF directly into
documents. There's all kinds of stuff you can do with mail merges, use
Outlook Categories to filter views, etc. - really limitless possibilities.

If any of this sounds like it would be of value to you, I'll be happy to
give you more info about any of the ways we use it. Just post back. (I
probably can't give you any long winded details until the middle of next
week).

Happy Holidays!


"Jeff Foster" <noone@nowhere.com> wrote in message
news:u8tXPg8BGHA.1092@TK2MSFTNGP09.phx.gbl...
>I have a multi-part question.
>
> I need to have a customer contact list set up for my users to be able to
> access and email customers from. Obviously, setting up each customer with
> an Active directory user account is out of the question.
>
> Am I correct in thinking that I can accomplish this by setting up a new
> distribution group in Active Directory, and creating new contacts for each
> customer and adding them into the new group? I was also thinking that I
> need to add an additional OU to hold just the customer contacts so as to
> keep them separate from my user accounts, etc. The contacts would contain
> name, address, phone, and the external email address of the cutomer.
>
> Secondly, I have one user that needs to be put in charge of maintaining
> the cutomer contact list. How can I set her up so that she has access to
> add/delete/change contacts without giving her access to any other part of
> Active Directory?
>
> We are running SBS 2000 with users on Windows XP and Outlook 2003.
>
> Thanks,
> Jeff
>



Re: Customer Contact List by Jeff

Jeff
Fri Dec 23 10:51:45 CST 2005

Thanks.

That sounds like the type of setup that I am looking for. I'll play with it
some and post back if I have any trouble or questions about getting it set
up.

Jeff


"Dave Nickason [SBS MVP]" <gwdibble@NOSPAM.frontiernet.net> wrote in message
news:%23VtA3p9BGHA.2840@TK2MSFTNGP12.phx.gbl...
> Personally, I'm opposed to using AD Contacts for this. First of all, as
> you point out, the work falls disproportionately on the admin and it's
> difficult to delegate. Secondly, I don't really view this as the
> appropriate way to handle these contacts (acknowledging that others
> disagree).
>
> I suggest creating a public folder for this purpose. Set the appropriate
> permissions. What we do is to allow everyone to add and edit contacts,
> then only supervisory people to delete them. That way, if someone
> accidentally messes up a contact, at least it'll still be there for
> someone to know it needs to be fixed. You can set the permissions any way
> that seems effective for your organization. (Set up the PF in Outlook and
> configure the permissions there, then in the folder's properties in each
> user profile, click the box to show as an e-mail address book).
>
> We not only use the PF contacts as an e-mail address book. We've also set
> up Dymo label printers to print address labels from the PF, and we've
> configured Word so we can insert addresses from the PF directly into
> documents. There's all kinds of stuff you can do with mail merges, use
> Outlook Categories to filter views, etc. - really limitless possibilities.
>
> If any of this sounds like it would be of value to you, I'll be happy to
> give you more info about any of the ways we use it. Just post back. (I
> probably can't give you any long winded details until the middle of next
> week).
>
> Happy Holidays!
>
>
> "Jeff Foster" <noone@nowhere.com> wrote in message
> news:u8tXPg8BGHA.1092@TK2MSFTNGP09.phx.gbl...
>>I have a multi-part question.
>>
>> I need to have a customer contact list set up for my users to be able to
>> access and email customers from. Obviously, setting up each customer
>> with an Active directory user account is out of the question.
>>
>> Am I correct in thinking that I can accomplish this by setting up a new
>> distribution group in Active Directory, and creating new contacts for
>> each customer and adding them into the new group? I was also thinking
>> that I need to add an additional OU to hold just the customer contacts so
>> as to keep them separate from my user accounts, etc. The contacts would
>> contain name, address, phone, and the external email address of the
>> cutomer.
>>
>> Secondly, I have one user that needs to be put in charge of maintaining
>> the cutomer contact list. How can I set her up so that she has access to
>> add/delete/change contacts without giving her access to any other part of
>> Active Directory?
>>
>> We are running SBS 2000 with users on Windows XP and Outlook 2003.
>>
>> Thanks,
>> Jeff
>>
>
>