Hi,
In CRM 3.0 what privileges do need to have the Import option in the tools
menu?
Some of my users don't have this option.

I know about the 'Bulk Import' privilege, but this doesn't seem to be doing
the tick. One of my users has a role with all Bulk Import set to Business
Unit (apart from Delete that is disabled) and the Import menu doesn't show up.

Regards,
Marcin Konopka

Hi Marcin,

I had a similar issue and I spent 2 hours to get the solution (Whew!).

You should provide "User" privilege in "Bulk Import", "Import Configuration"
for Create, Read, Write, Delete, Append, Append To.

This is not enough, you should also provide "User" privilege in "Activity"
and "Note" for Create, Read, Write, Delete, Append, Append To. [Strange, but
true]

This is the minimum privilege to see the Import Menu.

Cheers,
Venkatesh
"Marcin" wrote: