Attachment of files to oportunities

Status
Not open for further replies.
J

Julen

Dear all,

I work in a small company with aproximately 15 PC. We have a database of
aproximately 6.000 customers.

When I send an e-mail with an offer to a customer, I link it to a
opportunity. Then, if I open the oportunity I can see the e-mail and also the
attached files. The point is that if a remove the e-mail the attached files
are also removed from theopportunity (the e-mail remains). The only way I
think I can do it, is to link each file separetely but this is much slower
than the previous method. Is there any way to remove the mail without loosing
the attached files on the opportunity. At least, I want to see the file names
of the files I attached, this would be very helpful.

I don't know if this is a correct strategy to work with BCM because I
suposse that if I attach all the files it will grow up very quickly and
robably I will have problems but it is the fastest way to see what you have
sent to each customer.

I think that a good alternativi would be to see at least the file names as I
said.

Waiting for your kind reply.

Regards,

Julen
 
M

mp

we have the same problem
if link an email with attachments to a project, then delete email from
outlook, attachments disappear
I have taken to adding the filenames to the body of the email
Dear ...
Attached you will find the following files:
file1, file2, file3, etc

a pain but at least i can later see what had been attached.
it would be great if bcm did this by itself but i dont' see a way

mark

"Julen" <Julen> wrote in message
news:B08DC80A-936D-47EB-A11D-9D7E3EDEB64E@microsoft.com...
> Dear all,
>
> I work in a small company with aproximately 15 PC. We have a database of
> aproximately 6.000 customers.
>
> When I send an e-mail with an offer to a customer, I link it to a
> opportunity. Then, if I open the oportunity I can see the e-mail and also
> the
> attached files. The point is that if a remove the e-mail the attached
> files
> are also removed from theopportunity (the e-mail remains). The only way I
> think I can do it, is to link each file separetely but this is much slower
> than the previous method. Is there any way to remove the mail without
> loosing
> the attached files on the opportunity. At least, I want to see the file
> names
> of the files I attached, this would be very helpful.
>
> I don't know if this is a correct strategy to work with BCM because I
> suposse that if I attach all the files it will grow up very quickly and
> robably I will have problems but it is the fastest way to see what you
> have
> sent to each customer.
>
> I think that a good alternativi would be to see at least the file names as
> I
> said.
>
> Waiting for your kind reply.
>
> Regards,
>
> Julen


 
J

Julen

Dear Mark,

Thanks for your answer, I think that indicating the name of the attached
files on the e-mail body is a good solution. Anyway, I think that there must
be a way to make this automatically.

For example, I think that it is on Thunderbird that when you print an
e-mail, at the end it prints also the names of the attached files.

Do you think that this can be done using a macro? Unfortunately, I know how
to use PCs only user level, not programming.

Any help that someone could give would be helpful.

Thanks,

Julen

"mp" wrote:

> we have the same problem
> if link an email with attachments to a project, then delete email from
> outlook, attachments disappear
> I have taken to adding the filenames to the body of the email
> Dear ...
> Attached you will find the following files:
> file1, file2, file3, etc
>
> a pain but at least i can later see what had been attached.
> it would be great if bcm did this by itself but i dont' see a way
>
> mark
>
> "Julen" <Julen> wrote in message
> news:B08DC80A-936D-47EB-A11D-9D7E3EDEB64E@microsoft.com...
> > Dear all,
> >
> > I work in a small company with aproximately 15 PC. We have a database of
> > aproximately 6.000 customers.
> >
> > When I send an e-mail with an offer to a customer, I link it to a
> > opportunity. Then, if I open the oportunity I can see the e-mail and also
> > the
> > attached files. The point is that if a remove the e-mail the attached
> > files
> > are also removed from theopportunity (the e-mail remains). The only way I
> > think I can do it, is to link each file separetely but this is much slower
> > than the previous method. Is there any way to remove the mail without
> > loosing
> > the attached files on the opportunity. At least, I want to see the file
> > names
> > of the files I attached, this would be very helpful.
> >
> > I don't know if this is a correct strategy to work with BCM because I
> > suposse that if I attach all the files it will grow up very quickly and
> > robably I will have problems but it is the fastest way to see what you
> > have
> > sent to each customer.
> >
> > I think that a good alternativi would be to see at least the file names as
> > I
> > said.
> >
> > Waiting for your kind reply.
> >
> > Regards,
> >
> > Julen

>
>
> .
>

 
Status
Not open for further replies.
Similar threads
Thread starter Title Forum Replies Date
C Code to move mail with certain attachment name? Does Not work Outlook VBA and Custom Forms 3
kkqq1122 How would I add Search for attachment name Outlook VBA and Custom Forms 3
Owl Export Outlook PDF Attachment as JPG? Outlook VBA and Custom Forms 4
Timmon Remove just one attachment before AutoForward Outlook VBA and Custom Forms 0
P File Picker for attachment Outlook VBA and Custom Forms 0
D Forwarding email based on the attachment file type and specific text found on the attachment file name Outlook VBA and Custom Forms 1
N File Picker for attachment Outlook VBA and Custom Forms 2
G print attachment straight away; working script edit not working Outlook VBA and Custom Forms 0
G Save attachment run a script rule Outlook VBA and Custom Forms 0
M Autoforward just attachment OR just body. Outlook VBA and Custom Forms 0
D Create new email from the received Email Body with attachment Outlook VBA and Custom Forms 10
T vba extract data from msg file as attachment file of mail message Outlook VBA and Custom Forms 1
K Outlook Office 365 VBA download attachment Outlook VBA and Custom Forms 2
P Sending email from outlook IMAP to GMAIL where embedded images are added as attachment Using Outlook 1
S save attachment with date & time mentioned inside the file Outlook VBA and Custom Forms 0
O VBA Outlook Message Attachment - Array Index Out of Bounds Outlook VBA and Custom Forms 0
A Edit attachment Save and Reply Outlook VBA and Custom Forms 0
D Move Email with Attachment to Folder Outlook VBA and Custom Forms 3
B Outlook 2010 Opening Mail Attachment Using Outlook 2
A Warning When Opening attachment Using Outlook 7
R Limiting length of saved attachment in VBA Outlook VBA and Custom Forms 2
F Script for zip file attachment Outlook VBA and Custom Forms 1
P Outlook 2013 Word Share doc as Email Attachment now brings up Eudora. Using Outlook 1
L Attachment saving and tracking - PLEASE help! Outlook VBA and Custom Forms 5
H Outlook 2003 find by "has attachment" Using Outlook 1
9 Outlook 2016 How to save an Outlook attachment to a specific folder then delete the email it came from? Using Outlook 1
J Add an Attachment Using an Array and Match first 17 Letters to Matching Template .oft to Send eMail Outlook VBA and Custom Forms 2
geofferyh Cannot get Macro to SAVE more than one message attachment??? Outlook VBA and Custom Forms 5
geofferyh How to change the Attachment File Name? Outlook VBA and Custom Forms 1
geofferyh Outlook 2010 How to Copy Outlook Attachment to a Specific Folder? Outlook VBA and Custom Forms 3
D Body text of email disappears when I scan an attachment from printer to email Using Outlook 1
J Help Please!!! Outlook 2016 - VBA Macro for replying with attachment in meeting invite Outlook VBA and Custom Forms 9
W Save Outlook attachment in network folder and rename to current date and time Outlook VBA and Custom Forms 18
D Autosave Attachment and Rename Outlook VBA and Custom Forms 1
N Macro for attachment saved and combine Outlook VBA and Custom Forms 1
Andrew Quirl Open attachment, manipulate without add-on program? Outlook VBA and Custom Forms 5
V VB script code to save a specific email attachment from a given email Outlook VBA and Custom Forms 14
Commodore Attachment icon when there is no attachment Using Outlook 3
V Saving attachment from outlook in My Documents Outlook VBA and Custom Forms 14
N automatic response with an attachment based on the subject line Outlook VBA and Custom Forms 1
J Auto Forward - Include Attachment and change Subject depending on original sender Outlook VBA and Custom Forms 3
M Search for attachment filename Using Outlook 0
E Open olNoteItem Attachment Outlook VBA and Custom Forms 6
Vijay Reply all by attachment name Using Outlook 10
Michael R Belleville Making an Attachment Name the Message Subject Using Outlook 2
N Paste content to Excel when .txt file (attachment) is opened Outlook VBA and Custom Forms 1
P Outlook Randomly Not attaching (attachment file) Using Outlook 0
S VBA to search a keyword in attachment and move to a folder Outlook VBA and Custom Forms 0
Diane Poremsky The Attachment Size Exceeds the Allowable Limit Error Using Outlook 0
B VBA Help Email that will save as draft and send as attachment Outlook VBA and Custom Forms 3

Similar threads

Top