Emails used to auto link to Business Contacts but won't anymore unless the email is generated from the Business Contact record. I tried reinstalling BCM but that didn't help. Any ideas why or how to fix? Thanks!
Emails not auto linking in BCM 2003
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- 1. how do I get emails to show up in opportunities history
I see them in the contact itself but it does not show up in opp history. I dont even see it as an option to add them manually. So now I have to look at opp first, then read the name, manually look up the contact to view email history? Seems lame. - 2. How to auto attach word docs to BCM contacts
In BCM there is an Action menu, is it possible te create a word doc from within outlook, and when this doc is saved it will be linked to the BCM contact.. I have to do this manual now... thanx! TheB - 3. Linking contacts in Outlook to Accounts in BCM
I can link contacts in Outlook to Accounts in BCM but not vice versa. In order to link the contacts in Outlook to the Accounts in BCM I just go to the bottom left of the card and click Contacts, expand the BCM folder, select Accounts, then the account I want and click OK. This creates a named link on the card where it says Contacts and I can just double click it to open the BCM card I want. However, I can't do something similar from BCM to Outlook. Basically I just want to set it up so I can go between the 2 easily. I've tried looking thru the BCM guide and can't find the solution. Any ideas? -- BPB
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Emails not auto linking in BCM 2003
by Q2hhZA » Sun, 23 Sep 2007 06:28:01 GMT
RE: Emails not auto linking in BCM 2003
by Q2hhZA » Tue, 25 Sep 2007 21:26:00 GMT
After further review, it appears that only emails from people *outside* my company are linking. Emails from those in my company are not.?? On a possibly related note, my company recently changed the underscore between everyone's first and last name to a dot in our email addresses. I noticed the email field in Business Contact record automatically updated to the dot... Any help would be greatly appreciated.
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