Link past messages to your Accounts and Business Contacts - BCM 2010

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.

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, 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.

4. 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.
5. Click Search and Link.

6. 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.
7. Click Start.
8. When search and link is completed, click Close.
9. 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.

10. In the Manage Linking and Tracking dialog box, click OK.