S
Steven Cash
I use the link feature to connect e-mails to particular opportunities; the
result is that the email shows in the Opportunity History. My problem is
that sometimes when I click on the item in the Opportunity History the e-mail
opens; other times a message opens with the email text inside, but missing
attachments, etc.
I suspect this has to do with where I store older e-mails (I move them from
my businesses server to a folder on my C
rive). Is there an clear way of
understanding how to store the linked email so it comes up when clicked?
result is that the email shows in the Opportunity History. My problem is
that sometimes when I click on the item in the Opportunity History the e-mail
opens; other times a message opens with the email text inside, but missing
attachments, etc.
I suspect this has to do with where I store older e-mails (I move them from
my businesses server to a folder on my C
rive). Is there an clear way ofunderstanding how to store the linked email so it comes up when clicked?