B
Boutang
Since many of my contacts generate more than one opportunity, I link my
e-mail to both opportunities and contacts. I use BCM 2003.
1) When sending an e-mail, is it possible to link the Opportunity from the
message window *before* you click Send? Having to sift through my Sent Items
folder after the fact re-opening & linking e-mail seems a bit asinine.
2) Failing a good answer to Q1, is there a way to drag the e-mail into an
appropriately-named folder and have the folder generate an auto-link to an
Opportunity?
3) Failing a good answer to Q2, can you link an item to an Opportunity
through VBA, and if so, how is this done? (Then, I could drag all of my items
into a folder, and run some code snippet to achieve the desired ends. I have
pretty good VBA skills.)
e-mail to both opportunities and contacts. I use BCM 2003.
1) When sending an e-mail, is it possible to link the Opportunity from the
message window *before* you click Send? Having to sift through my Sent Items
folder after the fact re-opening & linking e-mail seems a bit asinine.
2) Failing a good answer to Q1, is there a way to drag the e-mail into an
appropriately-named folder and have the folder generate an auto-link to an
Opportunity?
3) Failing a good answer to Q2, can you link an item to an Opportunity
through VBA, and if so, how is this done? (Then, I could drag all of my items
into a folder, and run some code snippet to achieve the desired ends. I have
pretty good VBA skills.)