Contact Record Privacey Issues

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peterhz - 28 Dec 2007 02:45 GMT

I have a small business with 7 employees and am thinking about switching from
GoldMine to BCM, however I am not sure how to deal with privacey issues. We
would have a shared database, however, some of my contact records, client
emails, documents, etc... would need to be kept private from employees. Can
records somehow be kept or "marked as private" to maintain some degree of
confidentiality with BCM? Does anyboby have any suggestions?

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Lon Orenstein - 28 Dec 2007 16:26 GMT

Peterhz:

There's not a secure way in BCM to make records private. You can customize
a View in BCM or Outlook and filter the records so each person is only
looking at their contacts, but they could figure out a way to see other
records. For the kind of security you're wanting, you'd need to go to MS
CRM.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
Lon@pinpointtools.com
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com

>I have a small business with 7 employees and am thinking about switching
>from
[quoted text clipped - 5 lines]
> records somehow be kept or "marked as private" to maintain some degree of
> confidentiality with BCM? Does anyboby have any suggestions?

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