• Subject: File access from Opportunity History across peer to peer network
  • Author: Tim
  • Date: 31 Jul 2008
  • References:
Hello,

We are very new users to BCM. We are currently using BCM with Outlook2007
(on MS Vista) on 2 machines. The first machine is hosting the database. We
have linked files (XLS or DOC etc) to Opportunities (i.e. quote letter). On
the other machine we can see from the History that a document has been
attached. From the machine that the file was linked to the opportunity the
file can be seen. However, on the other machine it says that the document
is not available.

We want to be able to see the History of a client with attachments when they
telephone for example from any machine.

Is this possible in BCM? If yes, what are we doing wrong? The files are
being saved on a shared folder that both machines can otherwise access.

Thanks for any ideas. Regards, Tim
31 Jul 2008File access from Opportunity History across peer to peer network.Tim
31 Jul 2008\ Re: File access from Opportunity History across peer to peer network.Luther
04 Aug 2008   \ Re: File access from Opportunity History across peer to peer network.Tim
Contact Us
All times are in (US) Eastern Daylight Time (GMT -4:00)