email attachments lost when emails "Link to Record"

B

Bob L

The emails in Communication History have "lost" their attachments. Is this
the correct behavior - or is there some configuration I need to do?

I have been "Link to Record" all my emails - thinking I could access the
email attachments from the Communication History.
 
I

itlogic

I have run several tests is BCM 2007 to find out how that works. It seems
like that is supposed to happen. If I leave the email in my inbox, or even
delete it into my deleted items, it maintains the attachment. But, if it is
in my deleted items and I emty the trash can, I lose the attachment.

The textual part of the email is maintained, but the formatting changes. My
work around is to save the attachments in a communication repository folder I
made per clients. After I link the email to the Business Project, I then link
the attachment as a seperate file to the communication history.

To make things worse, when you attach the file it sorts it by the date you
attached it. The email it came from is sorted by the day you received the
email. So, if you don't link the attachment on the same day you recieve the
email, it is hard to know which file goes with which email because, when
sorted by date, they appear in different times.

To fix that problem, I name the new attached file to the recieved date of
the email it was attached to. Something like 6-1-2008_10-42AM.doc. It would
also be nice if there was some comment attribute you could add to a record
when you link it to BCM.

Oh, and when there are multiple attachments in an email, I just zip them all
together and name it like explained above.
 
B

Bob L

Thanks for the excellent and comprehensive answer. It confirms my worst
fears. This is definitely a weak point in the product.
 

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