Mail Message from Business Contact not linking to history

  • Thread starter Thread starter Kalim
  • Start date Start date
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Kalim

Has anyone else encounted an issue with generating an email message from a
contact/account and it not linking to the history? It seems to me that if I
generate a mail message using the "New History Item" it should actually link
there. I'm not having any issues with business notes, phone logs, or
etcetera.
 
Has anyone else encounted an issue with generating an email message from a
contact/account and it not linking to the history? It seems to me that ifI
generate a mail message using the "New History Item" it should actually link
there. I'm not having any issues with business notes, phone logs, or
etcetera.
Click to expand...

I also see this problem. Notice that the "link to record" button is
not present on unsent emails, but only appears on sent/received
emails. That implies that BCM is not capable of linking an email to a
message until after you send it. I couldn't find a workaround.
 
I also see this problem. Notice that the "link to record" button is
not present on unsent emails, but only appears on sent/received
emails. That implies that BCM is not capable of linking an email to a
message until after you send it. I couldn't find a workaround.
Click to expand...

Probably because Outlook only considers and email to be an email once
it is sent or saved. Before that it's just some text in a form.
 
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