Link past messages to your Accounts and Business Contacts
If you want to link messages that you received before enabling E-mail Linking and Tracking, Business Contact Manager for Outlook can find the messages for you and link them to your Accounts and Business Contacts.
- Click the File tab.
- Click the Business Contact Manager tab, and then click the Manage Linking and Tracking button.
- In the Manage Linking and Tracking dialog box, do the following, if necessary:
- Select the check boxes for any Accounts or Business Contacts whose messages you want to find and link.
- Clear the check boxes next to any Accounts or Business Contacts whose past messages you do not want to link.
Note If a record contains more than one e-mail address, the Account or Business Contact record will be listed more than once.
- If you want to specify where Business Contact Manager for Outlook searches for past messages, on the Folders tab, select or clear check boxes next to the folder names.
- Click Search and Link.
- In the Link Existing E-mail dialog box, if you want to exclude e-mail messages older than a certain date, select the Ignore e-mail older than check box, and then click a date from the calendar.
- Click Start.
- When search and link is completed, click Close.
- If necessary, in the Manage Linking and Tracking dialog box, change your selections for future e-mail messages.
Important If you click OK in the Manage Linking and Tracking dialog box without changing the selected e-mail addresses and folders, your future e-mail messages will be linked and tracked based on the selections you used for search and link.
- In the Manage Linking and Tracking dialog box, click OK.
Article ID: 81, Created On: 10/17/2011, Modified: 11/1/2013