old Outlook emails to Accounts

[Guest]

is there a way to link emails that were in Outlook before installing Contact
Manager 2007 to an Account....I'm sure there is becuase I attached an entire
client folder of contacts to a newly created account but have not been able
to duplicate the task?

 

[Lon Orenstein]

Ivan:

Yes, there is. From the main menu, click on Business Contact Manager,
Manage Email Auto Linking. At the bottom of that dialog is a button named
Search and Link. Choose the contacts you want to link the emails to, then
use that button to have BCM go through your Outlook file and link existing
emails to them.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
www.pinpointtools.com