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Do I need to install the Desktop Manager on my users’ machines? #SalesLogix

by Employee on ‎04-16-2012 09:05 AM

Do I need to install the Desktop Manager on my users’ machines?

 

You may have seen different ancillary applications that are available for installation and wondered if they are something that you need or even want to install for your users.  Today I wanted to try and answer this question in regards to the Desktop Manager utility.

 

Desktop Manager is part of the installation of Desktop Integration. Users who are performing SendSLX and Record to History in Outlook will

need Desktop Manager configured and running with the configuration, login information, and options set.

 

 

Users who are performing the following functions need Desktop Integration installed but do not need Desktop Manager configured and active:

  • • Drag and Drop Attachments
  • • Drag and Drop E-mail from Microsoft Outlook
  • • Mail Merge
  • • Export to Excel
  • • Drag and Drop Library Files (Administrator only)

 

If you have users who will not be performing SendSLX or Record to History, simply remove the DesktopManager.exe from the Startup so it does not load for those users. However, Desktop Manager must be configured and active for users who will be performing SendSLX or Record to History.

 

Guest Blog by Hugo Vasquesz - Technical Account Specialist

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