Linking incoming email in BCM

I have the same problem. I follow the same steps. I have
spent hours searching for a solution and the only
references are these attched posts.
Thanks for help.
-----Original Message-----
I cannot duplicate this problem. Here are the exact
steps I followed:

1. Select the email message
2. From Link to History dropdown list on the BCM
toolbar, select Accounts.
3. Click the Select Account button on the BCM toolbar.
4. In the Accounts dialog, select the desired account in
the list on the
left, then click the right-arrow. Click OK to save the
account link.

I can then do 2&3 again and see the selected account in
the Accounts dialog.
And when I open the account record in BCM, I see the
linked message in the
history list.
--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
http://www.outlookcode.com/jumpstart.aspx


"Thorbjorn Sundboe" wrote
in message
...
I have the same issue (as reported a couple of months
ago). Inside the
email
I want to link, I select Account from the first window
and scroll down to
the appropriate Account in the second, then Save &
Close. When I go to the
account, it does not show up.

Maybe it is a (stupid in my opinion) feature, that you
are only allowed to
link an email from or to the address registered under
that BC.

"Carter Johnston"
wrote in message
...
I want to link an incoming email to an existing
Account
or Business Contact in BCM, but the email is sent
from
another source. I've tried using the interface
within
the email that lets me select "Link to History"
then
the "Name", but after I save the email the link is
not
made, i.e. the email does not show up in the
history of
the Account or BC.





.

I am having the same issue as everyone else. The issue here is NOT
being able to link an email to the contact being corresponded with, but
being able to link a 3RD PARTY EMAIL to a different
contact/account/opportunity.

I have followed the instructions given here, in Outlook, on every forum
and website available, and the only links I can make are directly to
the contact/account the email was sent from/to. But the emails John
sent me regarding Susie's account cannot be linked to Susie, only
John.

Sue Mosher - you seem to be the most knowledgable person I have heard
regarding Outlook w/BCM. Do you have any solutions on the easiest way
to link these 3rd party emails?


------------------------------------------------
~~ Message posted from http://www.ExcelTip.com/
~~View and post usenet messages directly from http://www.ExcelForum.com/

If you have a retail version of Office 2003 Pro or Small Business, you may
want initiate a support incident with Microsoft at
http://support.microsoft.com/default...incidentsubmit. You
will need a .Net Passport, but there should be no charge for filing the
request.

--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
http://www.outlookcode.com/jumpstart.aspx


"Ron Lowery" wrote in message
...
I have the same problem. I follow the same steps. I have
spent hours searching for a solution and the only
references are these attched posts.
Thanks for help.
-----Original Message-----
I cannot duplicate this problem. Here are the exact
steps I followed:

1. Select the email message
2. From Link to History dropdown list on the BCM
toolbar, select Accounts.
3. Click the Select Account button on the BCM toolbar.
4. In the Accounts dialog, select the desired account in
the list on the
left, then click the right-arrow. Click OK to save the
account link.

I can then do 2&3 again and see the selected account in
the Accounts dialog.
And when I open the account record in BCM, I see the
linked message in the
history list.


"Thorbjorn Sundboe" wrote
in message
...
I have the same issue (as reported a couple of months
ago). Inside the
email
I want to link, I select Account from the first window
and scroll down to
the appropriate Account in the second, then Save &
Close. When I go to the
account, it does not show up.

Maybe it is a (stupid in my opinion) feature, that you
are only allowed to
link an email from or to the address registered under
that BC.

"Carter Johnston"
wrote in message
...
I want to link an incoming email to an existing
Account
or Business Contact in BCM, but the email is sent
from
another source. I've tried using the interface
within
the email that lets me select "Link to History"
then
the "Name", but after I save the email the link is
not
made, i.e. the email does not show up in the
history of
the Account or BC.





.

Thank you for replying. I have reported the incident, when and if I get
a response I will post it.


------------------------------------------------
~~ Message posted from http://www.ExcelTip.com/
~~View and post usenet messages directly from http://www.ExcelForum.com/

The steps I've suggested in previous messages have always worked for me, so
I don't have anything else to offer.

--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
http://www.outlookcode.com/jumpstart.aspx


"MHaire" wrote in message
...

I am having the same issue as everyone else. The issue here is NOT
being able to link an email to the contact being corresponded with, but
being able to link a 3RD PARTY EMAIL to a different
contact/account/opportunity.

I have followed the instructions given here, in Outlook, on every forum
and website available, and the only links I can make are directly to
the contact/account the email was sent from/to. But the emails John
sent me regarding Susie's account cannot be linked to Susie, only
John.

Sue Mosher - you seem to be the most knowledgable person I have heard
regarding Outlook w/BCM. Do you have any solutions on the easiest way
to link these 3rd party emails?

I am having the same problem!
How frustrating!!
I will report the incident also