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...
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.
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...
We got our database on a desktop. A laptop in the same network uses this database remotely.
In Business Contact Manager 2010 we can't open "manage linking and tracking" in "file --> business contact manager" on the desktop. It says: