A
Aarjay777
Using Outlook 2007 BCM Version 3
Scenario - I receive an email from a company about one of my clients. I then
link this email to my clients record so that i have a history of the
communication. I dont want to autolink as this would attach all email from
this company to my client.
So when I receive an email I can link this to BCM. Why is it when I send an
email response I do not get the option to link this at the time of creating
my email.
I have to go into the sent folder items and manually link this back to my
contact.
Am I missing something?
Thanks in advance.
Scenario - I receive an email from a company about one of my clients. I then
link this email to my clients record so that i have a history of the
communication. I dont want to autolink as this would attach all email from
this company to my client.
So when I receive an email I can link this to BCM. Why is it when I send an
email response I do not get the option to link this at the time of creating
my email.
I have to go into the sent folder items and manually link this back to my
contact.
Am I missing something?
Thanks in advance.