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Manage My Clients

Last post 02-21-2008 6:21 AM by Web2Consult. 2 replies.
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02-19-2008 2:42 PM
wenda Joined on 02-19-2008 Posts 1
Manage My Clients

I have to say that I love MS Office Live Small Business.  Here is what I'm trying to figure out.  I have several clients of my own and each of them have many contacts.  How can I add my contacts and their contacts and then give them access to only their contacts?  Is it possible for me to do this?  Ideally, if I could create an area for each of my clients where they could sign in and have access to all of their contacts, files and projects and only that particular client could view their own information (contacts, files, etc).  My clients are real estate agents, so to have online ability to add detailed contact information for their contacts and properties, without anyone else being able to access that information, would be wonderful.  I'm not sure if I can do this with Basic or if I need to upgrade.

Any help or direction would be so appreciated,

 

Wenda Rogers

Around The Clock Solutions

Office@WendaRogers.com

888-526-1315 

 

02-19-2008 4:08 PM In reply to
Dartdog Joined on 02-14-2008 Birmingham, AL Posts 60
Re: Manage My Clients

A possible clue. 

Can you create views for each client? the views, I think can be sparately permitted.

Tom
http://tombrander.com
02-21-2008 6:21 AM In reply to
Web2Consult Joined on 02-14-2008 Online Posts 45
Re: Manage My Clients

Hi Wenda,

It is possible to split contact information between your clients by setting up a separate Business Application for each client with a common set of lists to manage their contact data and files. Access rights are granted at the Workspace level so unfortunately using different views will not help you. I have developed quite a few solutions like this and included a few design tips on Business Applications that you might wish to check out.

Chris Wray - Web2Consult
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