BCM Email Auto Link Question

[kita]

Is there a way to set the auto link on as default vs. having to check
it each time a contact is added? This way all new contacts will
automatically be linked to emails sent and received.

I also had to copy my contacts from the default contact folder to BCM
contacts and it seems I have to go and email auto link each contact
individually.

If there is no default, is there a way to perform this on multiple
contacts?

Thanks
Kita

 

[Luther]

Is there a way to set the auto link on as default vs. having to check
it each time a contact is added? This way all new contacts will
automatically be linked to emails sent and received.

I also had to copy my contacts from the default contact folder to BCM
contacts and it seems I have to go and email auto link each contact
individually.

If there is no default, is there a way to perform this on multiple
contacts?

Thanks
Kita

The default is that email are automatically linked to Business
Contacts and Accounts. When an email arrives in Outlook, BCM checks to
see if the sender's address belongs to a BCM contact, and adds an
email activity to the history of of the contacts with that email
address. I believe the default is reversed for shared databases, then
emails are not automatically linked.

You can control your BCM's behavior through the Manage E-mail Auto-
linking dialog.

 

[Mark Houldridge]

Hi,

*** Fix for Email Autolinking ***

I've posted a recent project of mine which fixes the email autolinking issues with Business Contact Manager, specifically with automatic autolinking being disabled in a shared database environment.

https://sourceforge.net/projects/businesscontact/

The link above provides access to the software download (free version), which must be installed on the Business Contact Management server, and runs as a service. The software adds autolinking for each user (added in config file), so that users no longer need to run the Email Autolinking tool everyday.

This was developed primarily for our own purposes, however whilst trying to come up with a fix we noticed many other businesses who had the same problem.

regards,

Mark H


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