Linking Excel

  • Thread starter Thread starter wtdrm
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wtdrm

I am slowly learning all the intricacies of BCM. It could be a great program.
The question is can I "Link" to excel. I know I can import. However linking
would be awesome.
 
I am slowly learning all the intricacies of BCM. It could be a great program.
The question is can I "Link" to excel. I know I can import. However linking
would be awesome.
Click to expand...

You can link to Excel files, by adding them to an item's history.
 
What do you mean By an "Item" would that be the account or the whole database?
are there any instructions for that process?
 
What do you mean By an "Item" would that be the account or the whole database?
are there any instructions for that process?

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wtdrm






- Show quoted text -
Click to expand...

Item: Account, Business Contact, Opportunity, etc.
 
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