To your first challenge:
I think the best would be if you add a new field to your opportunities. Be sure to set the datatype to "relationships". You can then select the tab you want to select from.....for example arch/eng or contractor.
Of course there already is the possibility in the...
Haven't found it either. It is not possible to add a column to the inbox which shows the opportunities linked to each e-mail I guess.....as soon as I find something I'll let you know.....
Good question, and would be a very usefull feature.
I think you have 2 optional solutions in your case, as far as I can see:
1) Setting the "assigned to user" box for the user the opportunity is for and make it a habit for them to regularly check if there are new opportunities for them...
I use the Hotmail connector for Outlook 2010 and only have my own Hotmail accounts in outlook.
We also have a small office. Our company e-mail comes in on another PC. I just use the database on that main pc remotely. I can work on the database without having access to the company mail.
You...
Hi,
This is very easy, and build in in BCM (if I understand your problem correctly):
- Go to your inbox
- Select the first message/e-mail you would like to attach to the opportunity
- Click "Link to record" in the upper right corner of the ribbon
- Select "opportunities" as Item...
The situation:
We got our database on a desktop. A laptop in the same network uses this database remotely.
The problem:
In Business Contact Manager 2010 we can't open "manage linking and tracking" in "file --> business contact manager" on the desktop. It says:
"Business Contact...
This site uses cookies to help personalise content, tailor your experience and to keep you logged in if you register.
By continuing to use this site, you are consenting to our use of cookies.