linking e-mail messages to a record

G

Guest

I have tried to manually link e-mails from various e-mail address' to an
account, contact and/or opportunity without success. These e-mails are
typically quotations or imformation from various sources which I need to
gather together in one place to collate all the charges related to my
quotation to the end account. I have read and followed the help pages both
with Outlook and online (both are different) and the
e-mails do not appear in the account history or Business History. This
feature is the main reason my company bought Business Manager as a trial
before we buy more copies for our sales department. Can anyone help?
 
S

sueturner

Joined
Nov 11, 2005
Messages
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Hi,
I installed BCM SP1 today to solve exactly that problem, and I can now link emails using the 'link to history' toolbar buttons/dropdowns very successfully. I found the SP using the check for updates menu item under help.
Hope that helps
 

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