Directing emails to Business Contact and Account Contacts


G

Guest

Is there a way to have emails directed to the appropriate Business and
Account contact so each time I open the contact I can see what has been
received and sent? Can I direct other documrnts to this contact as well,
such as Word and Excel, etc.?
 
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G

Guest

This is accomplished with the email linking feature. Every email that touches
addresses that are linked to the contacts or accounts will be part of the
business history on each one.
 
G

Guest

I have a question regarding linking emails. I run a small business from home
and receive hundreds of emails a day, many of which are from new contacts.
I have up until now been going through each email and setting up a new
contact, initially using just the email address and then later, updating the
contact information with other information, full name address etc. But due to
the number of emails being received this is becoming cumbersome, as there is
no indication in the inbox as to whether I have linked the email, without
attempting to link each one. Is there anyway that contacts can be
automatically generated upon a receipt of an email and is there any reports
that I can run which inform me of which emails have not been linked.
I can run reports showing which contacts do not have additional information,
so updating contacts manually is not a problem.

I also received emails to more than one email account and have a question
about sharing the BCM database with other users.
I have seen somewhere that if you share the main BCM database, automatic
email linking will stop. Is this correct.
I have also seen that you can run a manual email link script/function that
will link all emails to current cobtacts, so can I run this function on all
of the PCs which use the shared BCM database.

Many Thanks.
Regards

Tony
 
L

Leonid S. Knyshov

Bunster147 said:
I have a question regarding linking emails. I run a small business from
home
and receive hundreds of emails a day, many of which are from new contacts.
I have up until now been going through each email and setting up a new
contact, initially using just the email address and then later, updating
the
contact information with other information, full name address etc. But due
to
the number of emails being received this is becoming cumbersome, as there
is
no indication in the inbox as to whether I have linked the email, without
attempting to link each one. Is there anyway that contacts can be
automatically generated upon a receipt of an email and is there any
reports
that I can run which inform me of which emails have not been linked.
I can run reports showing which contacts do not have additional
information,
so updating contacts manually is not a problem.

I also received emails to more than one email account and have a question
about sharing the BCM database with other users.
I have seen somewhere that if you share the main BCM database, automatic
email linking will stop. Is this correct.
I have also seen that you can run a manual email link script/function that
will link all emails to current cobtacts, so can I run this function on
all
of the PCs which use the shared BCM database.
In the future, please create new threads rather than reuse existing stale
threads. Your question will likely not show up on our screens if it's that
old without special tricks.

Now to answer your questions.

You probably don't want to generate a contact for every spammer. You can
create a skeleton contact by right-clicking e-mail message and choosing "Add
to contacts". You can then copy those skeleton contacts into BCM using the
drag and drop method.

Actually, I have a tool linked on my website with a video tutorial that will
handle this task for you far better than the suggestion above. It's really
great! ;-)

You can re-enable the autolinking of email after you share the database.
It's disabled for privacy reasons. You shouldn't need to rerun the email
linker on every machine after you do it the first time.
--
Leonid S. Knyshov, CEO
Crashproof Solutions, LLC - http://www.crashproofsolutions.com
MCP Exchange 2003/Small Business Server 2003
Microsoft Small Business Specialist Partner
See the tips and tricks section on my website for video tutorials on BCM
Send a smile to Microsoft (Office 2007 Beta feedback tool)!
http://tinyurl.com/m4omy
 
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G

Guest

Sorry Leonid. Next time I will start a new thread.
Thaks for all of your help. I am now going to visit your web site.

Many Thanks
 

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