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#1
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BCM issues getting contacts into BCM
I am having trouble getting contacts into Accounts in BCM
and getting Contacts into Business Contacts and I can't even get to Opportunities. I have tried to "copy all" drag and drop into both Accounts and/or Business Contacts but then they don't seem to "link" incoming email. Also, in order for emails to register as a link do they have to originate within an Account or BC? Thanks John |
#2
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BCM issues getting contacts into BCM
Is the problem with linking existing mail items that you received before you
created the BCM contacts? Or with linking new incoming items received afterward? -- Sue Mosher, Outlook MVP Author of Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "John" wrote in message ... I am having trouble getting contacts into Accounts in BCM and getting Contacts into Business Contacts and I can't even get to Opportunities. I have tried to "copy all" drag and drop into both Accounts and/or Business Contacts but then they don't seem to "link" incoming email. Also, in order for emails to register as a link do they have to originate within an Account or BC? Thanks John |
#3
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BCM issues getting contacts into BCM
Sue,
The problem is with linking email with BCM contacts and getting contacts from the Contacts list into Business Contacts and Accounts in BCVM. Thanks for your help. JWW -----Original Message----- Is the problem with linking existing mail items that you received before you created the BCM contacts? Or with linking new incoming items received afterward? -- Sue Mosher, Outlook MVP Author of Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "John" wrote in message ... I am having trouble getting contacts into Accounts in BCM and getting Contacts into Business Contacts and I can't even get to Opportunities. I have tried to "copy all" drag and drop into both Accounts and/or Business Contacts but then they don't seem to "link" incoming email. Also, in order for emails to register as a link do they have to originate within an Account or BC? Thanks John . |
#4
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BCM issues getting contacts into BCM
My question was about the timing. Two different procedures are involved --
one to link existing mail and one to link messages that come after you create the contact. Which are you having problems with? -- Sue Mosher, Outlook MVP Author of Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "John W. Worley" wrote in message ... Sue, The problem is with linking email with BCM contacts and getting contacts from the Contacts list into Business Contacts and Accounts in BCVM. Thanks for your help. JWW -----Original Message----- Is the problem with linking existing mail items that you received before you created the BCM contacts? Or with linking new incoming items received afterward? "John" wrote in message ... I am having trouble getting contacts into Accounts in BCM and getting Contacts into Business Contacts and I can't even get to Opportunities. I have tried to "copy all" drag and drop into both Accounts and/or Business Contacts but then they don't seem to "link" incoming email. Also, in order for emails to register as a link do they have to originate within an Account or BC? Thanks John . |
#5
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BCM issues getting contacts into BCM
Sue,
I am talking about both. Thanks, JWW -----Original Message----- My question was about the timing. Two different procedures are involved -- one to link existing mail and one to link messages that come after you create the contact. Which are you having problems with? -- Sue Mosher, Outlook MVP Author of Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "John W. Worley" wrote in message ... Sue, The problem is with linking email with BCM contacts and getting contacts from the Contacts list into Business Contacts and Accounts in BCVM. Thanks for your help. JWW -----Original Message----- Is the problem with linking existing mail items that you received before you created the BCM contacts? Or with linking new incoming items received afterward? "John" wrote in message ... I am having trouble getting contacts into Accounts in BCM and getting Contacts into Business Contacts and I can't even get to Opportunities. I have tried to "copy all" drag and drop into both Accounts and/or Business Contacts but then they don't seem to "link" incoming email. Also, in order for emails to register as a link do they have to originate within an Account or BC? Thanks John . . |
#6
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BCM issues getting contacts into BCM
For existing mail, have you run the Business Tools | Link E-mail | Link
Existing E-mail command? For future received messages, have you enabled the BUsiness Tools | Link E-mail | Auto Linking feature? "John W. Worley" wrote in message ... Sue, I am talking about both. Thanks, JWW -----Original Message----- My question was about the timing. Two different procedures are involved -- one to link existing mail and one to link messages that come after you create the contact. Which are you having problems with? -- Sue Mosher, Outlook MVP Author of Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "John W. Worley" wrote in message ... Sue, The problem is with linking email with BCM contacts and getting contacts from the Contacts list into Business Contacts and Accounts in BCVM. Thanks for your help. JWW -----Original Message----- Is the problem with linking existing mail items that you received before you created the BCM contacts? Or with linking new incoming items received afterward? "John" wrote in message ... I am having trouble getting contacts into Accounts in BCM and getting Contacts into Business Contacts and I can't even get to Opportunities. I have tried to "copy all" drag and drop into both Accounts and/or Business Contacts but then they don't seem to "link" incoming email. Also, in order for emails to register as a link do they have to originate within an Account or BC? Thanks John . . |
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