Can I LINK an email to a record/contact and DELETE from inbox ?

M

M.Heine

If I link an email to a business contact or record, but then delete it from
my inbox, will I lose that email in my history? Also, will any contact with
that person automatically link or do I have to set that up somehow? I know I
can get messages to show up in my history if I am in BCM and choose "New
History Item" and select mail message. Any insight??
 
M

M.Heine

Should have tested before posting - To answer my own questions:
You can delete from you inbox and deleted items and mail messages will be
retained in a business contact's history.
You can right click a message an auto-link to an email address so that all
future contact with that email address will be linked.
 
M

mrtimpeterson via OfficeKB.com

Beware that any attachments to your emails will be lost if you delete the
original email from your inbox. You must first separate and save any
attachments to your windows folders before deleting the email in order to
prevent the loss of any attachments.

-THP
 

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