Can I automatically link files to an Opportunity or an Account? If so, how is this accomplished? Also can emails be automatically linked to either an Account or an Opportunity or both?
You need to link files manually. Emails and opportunities should be
automatically linked to the parent account of the business contact.
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Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
red said:
Can I automatically link files to an Opportunity or an Account? If so,
