A user recently posted a message on the Amicus web board
asking for help. His secretary could not see his
e-mail messages on a Contact's Communications brad page.
I got on the phone with his secretary, and suggested that
she could view his e-mail messages on a File (figuring that
she just didn't know about this). She then told me that they
knew about that, but that she wanted to see them on the
Contact - but the choice was grayed out on her computer.
So I opened up one of my Amicus contacts, and went to the
Communications brad, and saw that I had 6 options - none of
which were grayed out. I asked her if she saw 'My E-mails' and
'All Contact E-mails' on her brad, and she said she did, but
all of the ones with 'All' were grayed out.
When she told me that they were using Client/Server
Edition, I knew it had to be a security issue. So I had them
both exit their Amicus offices. Then I had her go to the
Amicus Administrator and press Ctrl- S to open the User
Status window. I asked her to double-click on the attorney's
name, click on the Admin Profile tab, and tell me what Access
Profile Name was listed there. His Access Profile was 'Senior
Partner'. Then I had her double-click on her name, and the
Profile field was blank!
So here's what she had to do. Select Users - User
Management - Access Control - there was only one
access profile set up - 'Senior Partner'. She clicked on the
Contacts tab, and I pointed out the option under View
Data - 'Other Team Member Communications (Incl Generate from
Master Documents)'. I told her to click on the Team Members
icon, assign herself to this profile, and click OK.
Then click OK to close the Access Control window - and
click OK to the warning about changes taking place
after the user restarts Amicus.
She opened her Amicus office, and sure enough, she was now
able to view all of the attorney's e-mail messages in
Contacts. I then sent them a document that I created that
lists all of the various Security options, and suggested that
they review the various options for other areas that they may
want to modify
We were all very pleased with the outcome, so I wanted to
share what I learned - both about the Security issue, and
about a practice that I have always employed in my business.
When a client (or potential client) approaches me with a
problem, I ask a lot of questions to be sure that I really
understand the issue (sometimes it's hard to figure out
problems over e-mail). If I can't figure out the problem over
the phone, I will get online to get a better idea of what is
going on. And then if I can't resolve the issue myself, I'll
bring in someone else who can!
