07-27-2011 11:57 AM
Hello, I'm trying to determine what needs to be setup in 7.5.4 in order to allow a user to export to excel, is there a new setting some where that needs to be established? We have the desktop manager installed, however only the administrator account can see the export to excel or export to a file from a group.
Thanks ~ Chad
07-27-2011 02:05 PM
The only criteria for the Export to Excel items to show up is that Desktop Integration be installed on the user's computer, unless there has been a customization to disable this Export to Excel functionality.
07-28-2011 09:35 AM
Odd...we do not have any customizations to prevent exporting, on the same machine with Desktop Integration Manager installed while logged in as admin it's there, while logged in as another user it's not there.
07-28-2011 06:52 PM
It looks like it was added as a secured action in 7.5.4; I was unaware of that. It looks like it is available to both the Standard User profile and the Administrator profile out-of-the-box. The secured action is Entities/Group/ExportToExcel. If this feature is unavailable to you the SalesLogix Administrator will have to grant access.