BCM and auto linking files/emails

R

red

Can I automatically link files to an Opportunity or an Account? If so, how is this accomplished? Also can emails be automatically linked to either an Account or an Opportunity or both?
 
S

Sue Mosher [MVP]

You need to link files manually. Emails and opportunities should be
automatically linked to the parent account of the business contact.
--
Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers



red said:
Can I automatically link files to an Opportunity or an Account? If so,
Click to expand...
how is this accomplished? Also can emails be automatically linked to either
an Account or an Opportunity or both?
 

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