Set up E-mail Linking and Tracking BCM 2010

Set up E-mail Linking and Tracking

1. Click the File tab.
2. Click the Business Contact Manager tab, and then click the Manage Linking and Tracking button.
3. In the Manage Linking and Tracking dialog box, on the E-mail tab, select the check boxes next to the e-mail addresses that you want to link and track.

Note If a record contains more than one e-mail address, the Account or Business Contact record will be listed more than once.

4. Clear the check boxes next to any e-mail addresses that you do not want to link and track.
5. Click the Folders tab.

All the folders are selected by default.

Note If you have any Outlook rules set up to route e-mail messages to different folders, make sure you select those folders on the Folders tab to link and track those messages.

6. Click OK.

All future e-mail messages to and from the selected addresses in the selected folders are automatically tracked.

Tip You can also set up linking and tracking from an e-mail message. In your Inbox, click or open the e-mail message. On the Ribbon, in the Business group, click Link & Track. In the Link & Track dialog box, select the e-mail addresses, and then click OK. If there is no existing Business Contact Manager for Outlook record that matches the e-mail address, linking the e-mail address creates a Business Contact record.

Article ID: 80, Created On: 10/17/2011, Modified: 11/1/2013