Need to add contact after receiving e-mail



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  • 5. Create account from contact
    It would be nice if you had a right-click context menu item to create Account from Contact which would default the account name to the company in the contact and add the contact to the contacts list. I think natural daily workflow is to create contacts first as you talk to people and gather their info. Then you may want add Account. Another reason I have currently is ACT imported everything as a contact. Now I have setup 500+ accounts manually.

Need to add contact after receiving e-mail

Postby Luc » Fri, 16 Jul 2004 23:34:17 GMT

When i recive e-mail i need to add contact to both my contact in outlook and
in the bcm folder

Any suggestion?

We can RMB on e-mail header and add contact but only to the contact not to
the bcm

Re: Need to add contact after receiving e-mail

Postby John Christian » Fri, 16 Jul 2004 23:48:29 GMT


I set everything up in the open contact form, then save it (*not* save and
close), then do a File -> Copy to Folder and select the Business Contacts
folder in BCM.  If I need to do any additional editing of the BCM contact I
just open it then and make the needed edits...



Re: Need to add contact after receiving e-mail

Postby Luc » Sat, 17 Jul 2004 00:25:31 GMT

Thank John

For me it is not the best workaround

i will keep this in mind

"John Christian" < XXXX@XXXXX.COM > a rit dans le message de



Re: Need to add contact after receiving e-mail

Postby John Christian » Sat, 17 Jul 2004 01:27:55 GMT


I don't know of any other way to do it.  If you find a better way please let
us know.




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