Select multiple e-mails for linking to opportunity record in BCM Steven Cash 6/12/2007 11:44:02 AM While both the MS site and the Help function indicate that it is possible to link multiple e-mails simultaneously to a business opportunity record, I am unable to do this. Has anybody learned the trick? My situation is that I have huge folders full of hundreds of e-mails -- I would like to link them all to an opportunity record without doing each one!

Re: Select multiple e-mails for linking to opportunity record in BCM "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> 6/12/2007 3:16:35 PM Steven, I believe the only option you have is to manually go into each message 1 by 1 and click on "Link to Record" in the upper right ribbon of the message in order to select the opportunity that you want to link the message directly to. Interestingly, any emails linked to the Business Contact that is linked to an Opportunity will not display in the opportunity history because the linked Business Contact is the parent of the Opportunity (child) record that is linked and the Business Contact's emails will not pass up through the Opportunity but rather just directly display through the Business Contact record history. This brings you back to the reality of having to link any new or existing emails directly to an opportunity by manual procedure only 1 by 1. -THP Steven Cash wrote: [Quoted Text] >While both the MS site and the Help function indicate that it is possible to >link multiple e-mails simultaneously to a business opportunity record, I am >unable to do this. Has anybody learned the trick? > >My situation is that I have huge folders full of hundreds of e-mails -- I >would like to link them all to an opportunity record without doing each one! -- Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1

Re: Select multiple e-mails for linking to opportunity record in BCM "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> 6/12/2007 4:01:51 PM Not the answer you were probably looking for! -THP mrtimpeterson wrote: [Quoted Text] >Steven, > >I believe the only option you have is to manually go into each message 1 by 1 >and click on "Link to Record" in the upper right ribbon of the message in >order to select the opportunity that you want to link the message directly to. > >Interestingly, any emails linked to the Business Contact that is linked to an >Opportunity will not display in the opportunity history because the linked >Business Contact is the parent of the Opportunity (child) record that is >linked and the Business Contact's emails will not pass up through the >Opportunity but rather just directly display through the Business Contact >record history. > >This brings you back to the reality of having to link any new or existing >emails directly to an opportunity by manual procedure only 1 by 1. > >-THP > >>While both the MS site and the Help function indicate that it is possible to >>link multiple e-mails simultaneously to a business opportunity record, I am >>unable to do this. Has anybody learned the trick? >> >>My situation is that I have huge folders full of hundreds of e-mails -- I >>would like to link them all to an opportunity record without doing each one! -- Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1