BC History does not match Outlook Contact History/Activities


G

Guest

Once I set email to auto link, I now have a set of History in BCM for a given
Contact which is not the same as the history that is associated with my
contact that was developed in Outlook. For some reason, emails will link
with a contact in Outlook Contact, but not to the same contact in BCM Contacts
 
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S

Sue Mosher [MVP-Outlook]

The two programs use different history mechanisms. Do you have the automatic
email tracking feature turned on in BCM?
 
G

Guest

Is the automatic email tracking feature in BCM turned on by | Business Tools
| Link Emails | Auto Link | ?
 
S

Sue Mosher [MVP-Outlook]

Yes.

--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
 
G

Guest

If that is the case, then I do Have automatic email tracking feature in BCM
turned on. What else could be causing BCM not to have all Email tracking/
History attached to BCM contacts?

Is there a spot to set BCM Contacts as primary instead of Outlook?

(thank you for your fast responces today!)
 
S

Sue Mosher [MVP-Outlook]

That's all you need to do. Note, however, that the automatic tracking
affects only messages that you send after you turn it on. For earlier
messages, there's another command on that menu to search past messages.

Define what you mean by "primary."

--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
 
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G

Guest

When I look at address book, I see two instances of BC Account and BC
Contact. This may be why my history is not linking. Where can I find the
file that would show which version to get ridge of. Automatic tracking is
not collecting emails to BC contact that have been sent after turning
tracking on.
 
S

Sue Mosher [MVP-Outlook]

The address book display is unrelated. The easiest way to fix it is to use
Tools | E-mail Accounts to remove the Outlook Address Book service, then
restart Outlook and add it back.

--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
 
G

Guest

How can I tell which vesion to remove, per your last reply? Under Microsoft
Office Address Book, I have two versions:

Accounts: Business Contact Manager
Accounts: Business Contact Manager
Business Contact: Business Contact Manager
Business Contact: Business Contact Manager

Is there a file/ location that I can look to see why I have two instances?
Once again thank you for your help today.
 
S

Sue Mosher [MVP-Outlook]

None of the above. Read my message again.

--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
 
G

Guest

That took care of the issue of having multiple copies under Microsoft Office
Address Book. I still have an issue to resolve when it comes having BCM
Contacts link to history. If I have emails that match a contacts in BCM
Contact, and if I link to existing History, I do NOT get a copy of the email
saved under this BCM contact. Oddly enough if I place that same contact into
Outlook Contact, then click the activities tab, I will then have a history
link of the email. DO you have any suggestions. (Earlier I meant Primary to
be BCM contact). Let me know if you need any information.

Thank you
 
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S

Sue Mosher [MVP-Outlook]

I don't recall a case where the automatic linking wasn't working. Did you
double-check the email address in the BCM contact to make sure it's
accurate? Does this happen for all contacts or just some? Do you see some
history in the BCM contact but not everything?

I'd probably try turning off the autolinking, restarting Outlook, then
turning it back on.
Oddly enough if I place that same contact into
Outlook Contact, then click the activities tab, I will then have a history
link of the email.
There is nothing odd about this at all. As I said earlier, BCM History and
Outlook Activities use two entirely different linking techniques.
(Earlier I meant Primary to be BCM contact).
That's not what I was asking. I don't know what functionality you mean by
"primary."
--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
 

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