Sharing BCM contacts and linking items to records

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SharonD

I am new to BCM and had read that in the 2003 version you could not share
your BCM and continue to link items to individual contacts. I'm now running
on 2007 and would like to be able to share my BCM with certain users, but
want to retain the ability to link items (emails, etc.) to the individual
contacts.

Am I able to do that in BCM 2007?

Thanks for the help!
 

ScottD

Member
SharonD;96975 said:
I am new to BCM and had read that in the 2003 version you could not share

your BCM and continue to link items to individual contacts. I'm now running

on 2007 and would like to be able to share my BCM with certain users, but

want to retain the ability to link items (emails, etc.) to the individual

contacts.


Am I able to do that in BCM 2007?


Thanks for the help!



I may not be answering this right because I am not 100% sure of the question, but...


First you have to share your database to give users access. See Thread : https://forums.slipstick.com/showthread.php?t=28626


Then under a new contact go to the very top and press the little down arrow on the quick access tool bar. Add Attach, and Forward to the quick access tool bar, they will be there for all contacts now.


With these on you can easily attach files to a contact, also you can to go new history items and "Forward" history items, this places the sent item as an attached email in the history.


You can also attach emails to a contact by dragging and dropping and use the link to record, and email auto-link but these are only configurable while you are in your local files.
 
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