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crmmanager  
#1 Posted : Wednesday, July 6, 2011 10:48:46 AM(UTC)
Rank: Newbie
crmmanager
Groups: Registered

Posts: 4
Location: East Coast

We paid for a new license and I now have a new employee in our system.  He wants to upload his Outlook contacts into the system.  I had him create a formatted CSV file however he said he doesn't have the import/export tab.  Is that only available to administrators?  In other words, as I add on sales team members am I going to have to do all their uploading for them?


I understand them not having access to the "export" tab, but "import"?  Is there a way to grant them import access or do I just have to go ahead and do it for each of them?


Thanks!

skdutta  
#2 Posted : Monday, July 11, 2011 4:28:04 PM(UTC)
Rank: Administration
skdutta
Groups: Registered, Developer, Administrators

Posts: 257
Location: Atlanta, GA

Hi!


I looked into this and as it stands now administrative privileges are required for doing bulk access. I understand that we could only restrict the export (instead of both). We will discuss internally about implementing this in a future version. If you want to track this request please put this idea in http://feedback.officeclip.com


In the meantime is it possible to give your colleague temporary administrator access so that he/she can import the data? I know that this should not be the usual way of operation and is a workaround.

SK Dutta,
Architect OfficeClip LLC,
Web-based Business Software,
Ph: +1-770-448-7375,
Web: https://www.officeclip.com

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