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Tuned Listener
Posts: 18
Registered: ‎10-07-2009

Sync Attachments to Remote Clients

Hi,

 

a customer of us want's to have every account synced out to remote clients. That's no problem.

 

Now he want's to sync attachments to remote clients, but every remote client should get only the attachments from the accounts from who he is the account manager. So Lee Hogan should only get the attachments from his accounts.

 

How is that possible?

 

Best regards
Guido Sterzing

SalesLogix Business Partner
RS systeme GmbH
Highlighted
Employee
Posts: 79
Registered: ‎06-25-2009

Re: Sync Attachments to Remote Clients

Your options for Attachments are limited to the following:

1) Sync all attachments the user has access to.

2) Sync only recent attachments added within the last x days

3) Sync only attachments less than x KB in size

4) Sync attachments only on request (subscription based).

 

Regards,

Paul Zeimet

Paul Zeimet
Development Manager
Infor CRM
Highlighted
Tuned Listener
Posts: 18
Registered: ‎10-07-2009

Re: Sync Attachments to Remote Clients

Thanks Paul,

 

so if Lee Hogan has access to all account there is no possibility to restrict the attachment sync to the accounts where he is account manager.

 

Do you know if there is any feature request for this or any improvement for syncing attachments?

 

Thanks

 

 

Best regards
Guido Sterzing

SalesLogix Business Partner
RS systeme GmbH