E-mail auto-link

[jmparsons]

I have copied several contacts from Outlook into BCM, using Ctrl+drag
into Business Contacts.

I have configured BCM to link e-mails automatically to the record.

Some of my contacts seem to have all their e-mails linked, while many
others have just a small portion of them showing in History.

How can I get all the e-mails to connect so I have a good viewable
history?

Joe Parsons

 

[Poohbear]

If you want to do a e-mail auto link for future e-mails highlight the e-mail
and click at the top e-mail auto link a dialog box should populate and *make
sure they are checked* (and click okay and again you should be able to see
the
items in accounts under history and communication.

You can link or e-mail auto link your accounts in BCM; Once you receive your
e-mail you can highlight the e-mail and click Link to Record (find out what
account you want to link it to in the dialog box) click link to record and
click okay; Open the account and go to the Ribbon (History) there you should
find under history *Communication Tab* the item you link to record