BCM issues getting contacts into BCM

[John]

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

 

[Sue Mosher [MVP-Outlook]]

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 W. Worley]

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

 

[Sue Mosher [MVP-Outlook]]

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

 

[John W. Worley]

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






.

 

[Sue Mosher [MVP-Outlook]]

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?