Business Contact History

K

KEITH RAVEN

I cannot access Business Contact History. I have my inbox items showing but
only need items relevent to the contact
 
S

SusanG

Go to BCM help and read about About Business History and About Auto-linking
email. Basically, two things need to happen to 'store' history -
select the Accounts and Contacts whose history you want to keep, either per
each when you create those records or from BCM Tools|Manage auto-linking from
the menu bar. Second, you must store the stuff in a folder or folders, select
them and then search and link occasionally. Normally, one doesn't delete
appointments, so they're there usually, it's mostly email history that screws
up for everyone.

Select the records, select the folders, link it up once a week or month (it
can take a long time to link if you have a user with 750MB of crap in Outlook
like I do (>1 hour)

And one thing not to do - don't delete any email you want to keep linked to
the BCM. I have one user that puts everything - email, etc. in one folder,
and one who stuffs it into the million folders she already has. But when she
creates a new millionth and one folder she has to relink it to the mix or
anything in there is left out - not because her contact isn't selected, but
because her storage folder is not selected. The one who stores it all in one
folder, almost never has to re-link because that folder is always linked. And
she doesn't need it all stored by folder like I do in Outlook, by subject,
because she's looking up a trail by Contact, from the BCM.

Also if you delete BCM records but not the email or appointments or notes or
whatever, and you restore them from the BCM Deleted Items folder, you will
have the history.
 

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