How do you move business history from contacts to contact Mgr?

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

I can copy my contacts into the business contacts in Business Contact Manager
but none of the contact history moves with it. Any suggestions
 
Grizz,

Your old contact history (Emails, Tasks, Appointments, Journal Entrys) is
native to your Outlook PST or Exchange folders. These items will not
automatically move into BCM. BCM is a separate add-in database element that
will begin a new Business History folder storage separate from Outlook as you
begin to use it.

-THP
 
Additional Comment;

The exception to my previous response are email items. You can automatically
link all email from the previous contacts and they will now link to each
newly created business contact and be viewable in BCM business history. All
other previously created native Outlook items will have to be linked manually
to your newly created business contact records.

-THP
 
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