E-mail auto-link

Status
Not open for further replies.
J

jmparsons

I have copied several contacts from Outlook into BCM, using Ctrl+drag

into Business Contacts.

I have configured BCM to link e-mails automatically to the record.

Some of my contacts seem to have all their e-mails linked, while many

others have just a small portion of them showing in History.

How can I get all the e-mails to connect so I have a good viewable

history?

Joe Parsons
 
If you want to do a e-mail auto link for future e-mails highlight the e-mail

and click at the top e-mail auto link a dialog box should populate and *make

sure they are checked* (and click okay and again you should be able to see

the

items in accounts under history and communication.

You can link or e-mail auto link your accounts in BCM; Once you receive your

e-mail you can highlight the e-mail and click Link to Record (find out what

account you want to link it to in the dialog box) click link to record and

click okay; Open the account and go to the Ribbon (History) there you should

find under history *Communication Tab* the item you link to record

"jmparsons" wrote:


> I have copied several contacts from Outlook into BCM, using Ctrl+drag
> into Business Contacts.

> I have configured BCM to link e-mails automatically to the record.

> Some of my contacts seem to have all their e-mails linked, while many
> others have just a small portion of them showing in History.

> How can I get all the e-mails to connect so I have a good viewable
> history?

> Joe Parsons
>
 
Status
Not open for further replies.
< Custom fields in BCM | BCM 2007 >
Similar threads
Thread starter Title Forum Replies Date
S Outlook Macro to send auto acknowledge mail only to new mails received to a specific shared inbox Outlook VBA and Custom Forms 0
Z Add text to auto-forwarded e-mail Outlook VBA and Custom Forms 4
M Auto-export mail to Excel Outlook VBA and Custom Forms 2
S Received mail as part of DL, need to auto-CC the same when replying Outlook VBA and Custom Forms 5
L auto copy text in mail body to other part of the body Outlook VBA and Custom Forms 1
W Combine Mail Merge to Distribution List with Auto Attachments - Outlook 2007 Using Outlook 1
P Auto-conversion mail to task Using Outlook 6
H Not all Email folders appearing in Manage E-mail Auto-linking BCM (Business Contact Manager) 1
J Auto processing of incoming mail Outlook VBA and Custom Forms 1
J Auto processing of incoming mail Outlook VBA and Custom Forms 1
P Limited Support for 3rd Party Mail in new Outlook? Using Outlook 1
T Exchange Server - Mail Delay Stamping Exchange Server Administration 0
L Error when exporting Sent Mail to Excel Outlook VBA and Custom Forms 6
X Run macro automatically when a mail appears in the sent folder Using Outlook 5
K How can I delete an e-mail from Outlook Using Outlook 1
L Help: set flag for sent mail to check if received an answer Outlook VBA and Custom Forms 2
A Macro Mail Alert Using Outlook 4
e_a_g_l_e_p_i MY Outlook 2021 changed the format of the shortcuts for mail, calendar etc. Using Outlook 10
Z Outlook 365 Automatically assign categories to incoming mail in a shared folder Round Robin Outlook VBA and Custom Forms 1
W Outlook 365 I am getting the "Either there is no default mail client" error when I try to send an email on excel Office 365 Using Outlook 1
D Gmail mail is being delivered to a different email inbox in Outlook App 2021 Using Outlook 2
P What is your strategy for dealing with SPAM and Junk Mail? Using Outlook 1
C Code to move mail with certain attachment name? Does Not work Outlook VBA and Custom Forms 3
T 1:1 Datatransfer from incoming mail body to customs form body Outlook VBA and Custom Forms 0
O Mail rule issue Using Outlook 3
A manual rule sends mail to wrong folder Using Outlook 5
Aussie Outlook 365 Rule runs manually but returns the error code "an unexpected error has occurred" when incoming mail arrives Using Outlook 1
D ISOmacro to extract active mail senders name and email, CC, Subject line, and filename of attachments and import them into premade excel spread sheet Outlook VBA and Custom Forms 2
Witzker Outlook 2019 Macro to answer a mail with attachments Outlook VBA and Custom Forms 2
D Outlook 2003 Mail Fails Using Outlook 1
Cathy Rhone Mail merge error message Using Outlook 1
R Sent emails show iCloud mail account not the alias Using Outlook 2
D Advanced e-Mail search on from/to contact group only searches for first 20 contacts in group Using Outlook 0
P Print attachments automatically and move the mail to an existing folder called "Ted" Outlook VBA and Custom Forms 4
P Importing other e-mail accounts into Outlook Using Outlook 1
lcarpay Stay in the mail folder pane after ctrl-1 Using Outlook 1
O Exchange Sync period only (e.g. last years mail) Using Outlook 0
F Excel VBA to move mails for outlook 365 on secondary mail account Outlook VBA and Custom Forms 1
M Convertor for Outlook Express Mail Store (.dbx) to Outlook Mail Store (.pst) Using Outlook 0
T vba extract data from msg file as attachment file of mail message Outlook VBA and Custom Forms 1
J E-mail held in Outbox while Minimized Using Outlook 3
G Forward email body to other mail list directly from Exchange server Exchange Server Administration 1
T Outlook creates a copie of every mail I send Using Outlook.com accounts in Outlook 4
N Please advise code received new mail Using Outlook 0
M Outlook 2010 How could I globally redesign an outlook template form/region/inspector template used to display mail lists or an individual mails? Outlook VBA and Custom Forms 0
A How to stop user form from disapearing once mail window is closed? Outlook VBA and Custom Forms 0
M Outlook, send to > mail recipient - results in plain text email Using Outlook 1
R How to Sync *all* Google Workspace Mail Folders with Outlook 2019 (MS365) Using Outlook 3
S Outlook VBA How to adapt this code for using in a different Mail Inbox Outlook VBA and Custom Forms 0
E Having some trouble with a run-a-script rule (moving mail based on file type) Outlook VBA and Custom Forms 5

Similar threads

Back
Top