Contacts

[ericf10]

If one is committed to running BCM, what would be the purpose of maintaing a
regular set of contacts and a BCM set of contacts? Is there not more
functionality, history tracking, etc. in BCM? Even if I create an account
called Friends and Family in BCM, I could put my contacts there. If someone
has a good reason to maintain the two sets of contacts, let me know.

 

[Luther]

If one is committed to running BCM, what would be the purpose of maintainga
regular set of contacts and a BCM set of contacts?  Is there not more
functionality, history tracking, etc. in BCM?  Even if I create an account
called Friends and Family in BCM, I could put my contacts there.  If someone
has a good reason to maintain the two sets of contacts, let me know.

If you use a shared BCM database, you may not want others tracking
your emails with friends and family.

Also, if like me, you exchange many emails with F+F, the overhead of
maintaining all those the links between emails and contacts will
eventually affect BCM's performance.

 

[ericf10]

One other q. When receiving an inbound e-mail, what is the difference
between using the E-Mail auto link and Link to record options?

 

[Luther]

One other q.  When receiving an inbound e-mail, what is the difference
between using the E-Mail auto link and Link to record options?







- Show quoted text -

Once turned on, auto link should automatically link the email to the
contact with that address as soon as they arrive in the in box.