Can I automatically link files to an Opportunity or an Account? If so, how is this accomplished? Also can emails be automatically linked to either an Account or an Opportunity or both?
BCM and auto linking files/emails
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How can I get my rules to be the same on the three different computers (home - office -laptop) using same pst file I use...I don't have a problem sysnc the pst files...but the rules seem different on each machine. In particular...how do I get rid of the "this machine only" and/or "for other machine" tags in the rules ? besides the pst and rwz files..are there any other files that should be synced from machine to machine ? Outlook 2003 SP3 Thanks, Tim - 2. .MBOX files
I am trying to import .MBOX files into Outlook 2003 and can not find any information on how to do it. Anybody know how? -- None right now - 3. Vista & Outlook 2007 errors
Hi there I had a power failure the other day which causes me to believe this is why I'm getting these errors. When I rebooted, I tried to open outlook... it took a few minutes to load... saw the "personal folders was not closed properly" load screen... followed by an error message that said: "Business Contact Manager for Outlook could not complete your last action or actions. Please try again" When I close that (it keeps coming up 4-5 times), I get the following pop up: "Cannot start Microsoft Office Outlook. Cannot open the Outlook window. The set of folders cannot be opened. Errors have been dectected in the file: c:\....\outlook.pst. Quit Outlook and all mail-enabled applications, and then use the Inbox repair tool (Scanpst.exe) to diagnose and repair errors in the file. For more information about the Inbox repair tool, see Help" So... after this, I close it and I looked all over the computer for scanpst.exe and couldn't find it... Everywhere I read it says that it's because my outlook.pst file is over 2GB in size but it's actually only 1.13GB. Your help will be gladly appreciated! Carlos - 4. unread messges but no unread messges
Running XP Home edition SP2 and Office 2003 SP3...when XP starts I get a 122 unread messages at log on...but there are no unread messages when I start OL 2003. how do I correct the incorrect log on info message ? This "may" have started after office SP3 update ? Thanks, Tim
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BCM and auto linking files/emails
by cmVk » Sat, 17 Jan 2004 00:56:28 GMT
Re: BCM and auto linking files/emails
by Sue Mosher [MVP] » Sat, 17 Jan 2004 01:36:14 GMT
You need to link files manually. Emails and opportunities should be
automatically linked to the parent account of the business contact.
--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
http://www.**--****.com/
how is this accomplished? Also can emails be automatically linked to either
an Account or an Opportunity or both?
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1.BCM Contacts: Email Auto Link
Is there a way to set the auto link on as default vs. having to check it each time a contact is added? This way all new contacts will automatically be linked to emails sent and received. I also had to copy my contacts from the default contact folder to BCM contacts and it seems I have to go and email auto link each contact individually. If there is no default, is there a way to perform this on multiple contacts? Thanks Kita
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This is a repost because I received no reply need to resolve this problem.
The BCM auto email linking is great, but, it does not work:
Problem 1)
Enter a new BCM contact and enable auto linking (it works fine).
Change that clients email address from its original email address (auto
linking stops working, even if you re-enable it for that contact, which you
should not have to do).
Problem 2)
Some accounts it does work, some it does not. I have no idea what the
difference is. all account are enabled for auto linking of email
Question 3)
How can you tell if a BCM contact has already have AutoLinking turned on?
These problems cripple the value of BCM and is a ridicules bug.
Does anyone have any ideas on how to resolve this?
Thanks,
Bob
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6. Emails not auto linking in BCM 2003
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