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I might be missing somehting but I have upgraded to BCM07 and opened an email
from within a business contact and then opening the "History" form. When I
open the email it no longer gives me the option to reply or forward from that
location. That means that I will have to go and find the email somewhere else
to be able to reply to it. If I am missing something I apologize but I really
don't like that since the whole idea of putting all of the information from
one contact in one place is to be able to work with it. So tell me where the
reply is hidden that I can't see it? Jim
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Hi Jim,
When you open the message, does it open as a "message" or "business
activity" form? (observe the ribbon or the label/title on the very top of the
form). If it is a Business Activity, you will not be able to reply since
that email no longer exists in your profile. However if it is a message, you
should be able to Reply, Forward etc.
HTH,
--
Visit team blog at http://blogs.msdn.com/bcm
This posting is provided "AS IS" with no warranties, and confers no rights
"themurf" wrote:
[Quoted Text] > I might be missing somehting but I have upgraded to BCM07 and opened an email
> from within a business contact and then opening the "History" form. When I
> open the email it no longer gives me the option to reply or forward from that
> location. That means that I will have to go and find the email somewhere else
> to be able to reply to it. If I am missing something I apologize but I really
> don't like that since the whole idea of putting all of the information from
> one contact in one place is to be able to work with it. So tell me where the
> reply is hidden that I can't see it? Jim
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Not sure I follow... An e-mail message itself does not have history, the
Business Contact has History. From the Business Contact, click the History
button (in the Show group of the ribbon), then double click an email, and
hit Reply.
Or am I misunderstanding?
--
This posting is provided "AS IS" with no warranties, and confers no rights.
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Chris, this is an email sent a few days ago by a business associate. I opened
his contact in BCM , clicked on "History", located the email in the list that
was generated and the email opened. It opened as a business activity for some
reason and not as an email. I am confused as to what a business activity is
to start with as thet is a new term to me and secondly why is it not opening
as an email? Thanks.
"Chris Heydemann [MSFT]" wrote:
[Quoted Text] > Not sure I follow... An e-mail message itself does not have history, the
> Business Contact has History. From the Business Contact, click the History
> button (in the Show group of the ribbon), then double click an email, and
> hit Reply.
>
> Or am I misunderstanding?
>
> --
> This posting is provided "AS IS" with no warranties, and confers no rights.
>
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Durga, Thanks for the input. I am missing something here. Yes it opens as a
Business Activity. Why? What is the profile that it is lost from? The email
is still sitting in my inbox as it is just a few days old. Additionally, I
have created a mail folder called "Keep" where I put all email that I intend
to keep for further reference. So what is a Business Activity, a new term to
me, and why did the email get detached, so to speak from being an email?
Thanks.
"Durga [MSFT]" wrote:
[Quoted Text] > Hi Jim, > > When you open the message, does it open as a "message" or "business > activity" form? (observe the ribbon or the label/title on the very top of the > form). If it is a Business Activity, you will not be able to reply since > that email no longer exists in your profile. However if it is a message, you > should be able to Reply, Forward etc. > > HTH, > > -- > Visit team blog at http://blogs.msdn.com/bcm> This posting is provided "AS IS" with no warranties, and confers no rights > > > "themurf" wrote: > > > I might be missing somehting but I have upgraded to BCM07 and opened an email > > from within a business contact and then opening the "History" form. When I > > open the email it no longer gives me the option to reply or forward from that > > location. That means that I will have to go and find the email somewhere else > > to be able to reply to it. If I am missing something I apologize but I really > > don't like that since the whole idea of putting all of the information from > > one contact in one place is to be able to work with it. So tell me where the > > reply is hidden that I can't see it? Jim |
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Hi Jim,
Normally you will see a Business Activity form displayed when the original
history item (in this case, message) is deleted from the BCM database.
Business Activity shows information about the item which was stored in the
database previously.
However in your case, you say that the email is present in your Inbox. It
could be that when you received the email you were logged in as another user.
(Observe the "Created By" coulumn in the History list). If the "Created By"
column is not the user you are currently logged in as, you will see the
message as a business activity. This is the case during a shared database
scenario.
If the email is still in your Inbox, you can relink all your emails to open
your email message as a message, and not business activity.
Go to Business Contact Manager -> Manage Email Auto Linking -> select the
emails of Accounts/Business Contacts you want to link -> select the Folder
tab and select your folders (like "Keep" folder) -> click on Search and Link
button.
--
Visit team blog at http://blogs.msdn.com/bcm
This posting is provided "AS IS" with no warranties, and confers no rights
"themurf" wrote:
[Quoted Text] > Durga, Thanks for the input. I am missing something here. Yes it opens as a > Business Activity. Why? What is the profile that it is lost from? The email > is still sitting in my inbox as it is just a few days old. Additionally, I > have created a mail folder called "Keep" where I put all email that I intend > to keep for further reference. So what is a Business Activity, a new term to > me, and why did the email get detached, so to speak from being an email? > Thanks. > > "Durga [MSFT]" wrote: > > > Hi Jim, > > > > When you open the message, does it open as a "message" or "business > > activity" form? (observe the ribbon or the label/title on the very top of the > > form). If it is a Business Activity, you will not be able to reply since > > that email no longer exists in your profile. However if it is a message, you > > should be able to Reply, Forward etc. > > > > HTH, > > > > -- > > Visit team blog at http://blogs.msdn.com/bcm> > This posting is provided "AS IS" with no warranties, and confers no rights > > > > > > "themurf" wrote: > > > > > I might be missing somehting but I have upgraded to BCM07 and opened an email > > > from within a business contact and then opening the "History" form. When I > > > open the email it no longer gives me the option to reply or forward from that > > > location. That means that I will have to go and find the email somewhere else > > > to be able to reply to it. If I am missing something I apologize but I really > > > don't like that since the whole idea of putting all of the information from > > > one contact in one place is to be able to work with it. So tell me where the > > > reply is hidden that I can't see it? Jim |
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OK, I get what you are refering to. It now maks sense. thanks so much for the
help! Jim
"Durga [MSFT]" wrote:
[Quoted Text] > Hi Jim, > > Normally you will see a Business Activity form displayed when the original > history item (in this case, message) is deleted from the BCM database. > Business Activity shows information about the item which was stored in the > database previously. > > However in your case, you say that the email is present in your Inbox. It > could be that when you received the email you were logged in as another user. > (Observe the "Created By" coulumn in the History list). If the "Created By" > column is not the user you are currently logged in as, you will see the > message as a business activity. This is the case during a shared database > scenario. > > If the email is still in your Inbox, you can relink all your emails to open > your email message as a message, and not business activity. > Go to Business Contact Manager -> Manage Email Auto Linking -> select the > emails of Accounts/Business Contacts you want to link -> select the Folder > tab and select your folders (like "Keep" folder) -> click on Search and Link > button. > > -- > Visit team blog at http://blogs.msdn.com/bcm > This posting is provided "AS IS" with no warranties, and confers no rights > > "themurf" wrote: > > > Durga, Thanks for the input. I am missing something here. Yes it opens as a > > Business Activity. Why? What is the profile that it is lost from? The email > > is still sitting in my inbox as it is just a few days old. Additionally, I > > have created a mail folder called "Keep" where I put all email that I intend > > to keep for further reference. So what is a Business Activity, a new term to > > me, and why did the email get detached, so to speak from being an email? > > Thanks. > > > > "Durga [MSFT]" wrote: > > > > > Hi Jim, > > > > > > When you open the message, does it open as a "message" or "business > > > activity" form? (observe the ribbon or the label/title on the very top of the > > > form). If it is a Business Activity, you will not be able to reply since > > > that email no longer exists in your profile. However if it is a message, you > > > should be able to Reply, Forward etc. > > > > > > HTH, > > > > > > -- > > > Visit team blog at http://blogs.msdn.com/bcm> > > This posting is provided "AS IS" with no warranties, and confers no rights > > > > > > > > > "themurf" wrote: > > > > > > > I might be missing somehting but I have upgraded to BCM07 and opened an email > > > > from within a business contact and then opening the "History" form. When I > > > > open the email it no longer gives me the option to reply or forward from that > > > > location. That means that I will have to go and find the email somewhere else > > > > to be able to reply to it. If I am missing something I apologize but I really > > > > don't like that since the whole idea of putting all of the information from > > > > one contact in one place is to be able to work with it. So tell me where the > > > > reply is hidden that I can't see it? Jim |
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On Feb 14, 4:16 pm, Durga [MSFT] <DurgaM...[ at ]discussions.microsoft.com>
wrote:
[Quoted Text] > Hi Jim, > > Normally you will see a Business Activity form displayed when the original > history item (in this case, message) is deleted from the BCM database. > Business Activity shows information about the item which was stored in the > database previously. > > However in your case, you say that the email is present in your Inbox. It > could be that when you received the email you were logged in as another user. > (Observe the "Created By" coulumn in the History list). If the "Created By" > column is not the user you are currently logged in as, you will see the > message as a business activity. This is the case during a shared database > scenario. > > If the email is still in your Inbox, you can relink all your emails to open > your email message as a message, and not business activity. > Go to Business Contact Manager -> Manage Email Auto Linking -> select the > emails of Accounts/Business Contacts you want to link -> select the Folder > tab and select your folders (like "Keep" folder) -> click on Search and Link > button. > > -- > Visit team blog at http://blogs.msdn.com/bcm> This posting is provided "AS IS" with no warranties, and confers no rights > > > > "themurf" wrote: > > Durga, Thanks for the input. I am missing something here. Yes it opens as a > > Business Activity. Why? What is the profile that it is lost from? The email > > is still sitting in my inbox as it is just a few days old. Additionally, I > > have created a mail folder called "Keep" where I put all email that I intend > > to keep for further reference. So what is a Business Activity, a new term to > > me, and why did the email get detached, so to speak from being an email? > > Thanks. > > > "Durga [MSFT]" wrote: > > > > Hi Jim, > > > > When you open the message, does it open as a "message" or "business > > > activity" form? (observe the ribbon or the label/title on the very top of the > > > form). If it is a Business Activity, you will not be able to reply since > > > that email no longer exists in your profile. However if it is a message, you > > > should be able to Reply, Forward etc. > > > > HTH, > > > > -- > > > Visit team blog at http://blogs.msdn.com/bcm> > > This posting is provided "AS IS" with no warranties, and confers no rights > > > > "themurf" wrote: > > > > > I might be missing somehting but I have upgraded to BCM07 and opened an email > > > > from within a business contact and then opening the "History" form. When I > > > > open the email it no longer gives me the option to reply or forward from that > > > > location. That means that I will have to go and find the email somewhere else > > > > to be able to reply to it. If I am missing something I apologize but I really > > > > don't like that since the whole idea of putting all of the information from > > > > one contact in one place is to be able to work with it. So tell me where the > > > > reply is hidden that I can't see it? Jim- Hide quoted text - > > - Show quoted text -
Just a clarification,
you'll see the generic Activity form when Outlook cannot open the
original item (Appointment, Task, or Email), usually because it has
been deleted. In that case BCM display the Activity form with the
information that was preserved in the BCM database.
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Thanks for the response. I am beginning to understand. Jim
"Luther" wrote:
[Quoted Text] > On Feb 14, 4:16 pm, Durga [MSFT] <DurgaM...[ at ]discussions.microsoft.com> > wrote: > > Hi Jim, > > > > Normally you will see a Business Activity form displayed when the original > > history item (in this case, message) is deleted from the BCM database. > > Business Activity shows information about the item which was stored in the > > database previously. > > > > However in your case, you say that the email is present in your Inbox. It > > could be that when you received the email you were logged in as another user. > > (Observe the "Created By" coulumn in the History list). If the "Created By" > > column is not the user you are currently logged in as, you will see the > > message as a business activity. This is the case during a shared database > > scenario. > > > > If the email is still in your Inbox, you can relink all your emails to open > > your email message as a message, and not business activity. > > Go to Business Contact Manager -> Manage Email Auto Linking -> select the > > emails of Accounts/Business Contacts you want to link -> select the Folder > > tab and select your folders (like "Keep" folder) -> click on Search and Link > > button. > > > > -- > > Visit team blog at http://blogs.msdn.com/bcm> > This posting is provided "AS IS" with no warranties, and confers no rights > > > > > > > > "themurf" wrote: > > > Durga, Thanks for the input. I am missing something here. Yes it opens as a > > > Business Activity. Why? What is the profile that it is lost from? The email > > > is still sitting in my inbox as it is just a few days old. Additionally, I > > > have created a mail folder called "Keep" where I put all email that I intend > > > to keep for further reference. So what is a Business Activity, a new term to > > > me, and why did the email get detached, so to speak from being an email? > > > Thanks. > > > > > "Durga [MSFT]" wrote: > > > > > > Hi Jim, > > > > > > When you open the message, does it open as a "message" or "business > > > > activity" form? (observe the ribbon or the label/title on the very top of the > > > > form). If it is a Business Activity, you will not be able to reply since > > > > that email no longer exists in your profile. However if it is a message, you > > > > should be able to Reply, Forward etc. > > > > > > HTH, > > > > > > -- > > > > Visit team blog at http://blogs.msdn.com/bcm> > > > This posting is provided "AS IS" with no warranties, and confers no rights > > > > > > "themurf" wrote: > > > > > > > I might be missing somehting but I have upgraded to BCM07 and opened an email > > > > > from within a business contact and then opening the "History" form. When I > > > > > open the email it no longer gives me the option to reply or forward from that > > > > > location. That means that I will have to go and find the email somewhere else > > > > > to be able to reply to it. If I am missing something I apologize but I really > > > > > don't like that since the whole idea of putting all of the information from > > > > > one contact in one place is to be able to work with it. So tell me where the > > > > > reply is hidden that I can't see it? Jim- Hide quoted text - > > > > - Show quoted text - > > Just a clarification, > > you'll see the generic Activity form when Outlook cannot open the > original item (Appointment, Task, or Email), usually because it has > been deleted. In that case BCM display the Activity form with the > information that was preserved in the BCM database. > > |
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Durga, You bring up an important question for me. So are you saying that if I
link an item to a contact and then delete that item, a "business Activity" is
created and the information is retained in the history of the contact? If
that is true then I do not need to have my "Keep" folder to store messages
etc that I want to keep attached to a contact? I generated the Keep folder to
be able to store the information so that it is available later. If what I am
understanding is true then I can delete the items in the Keep folder and know
that the information is being retained. I repeat myself in an effort to
convince myself that this is true. Ha, Jim
"Durga [MSFT]" wrote:
[Quoted Text] > Hi Jim, > > Normally you will see a Business Activity form displayed when the original > history item (in this case, message) is deleted from the BCM database. > Business Activity shows information about the item which was stored in the > database previously. > > However in your case, you say that the email is present in your Inbox. It > could be that when you received the email you were logged in as another user. > (Observe the "Created By" coulumn in the History list). If the "Created By" > column is not the user you are currently logged in as, you will see the > message as a business activity. This is the case during a shared database > scenario. > > If the email is still in your Inbox, you can relink all your emails to open > your email message as a message, and not business activity. > Go to Business Contact Manager -> Manage Email Auto Linking -> select the > emails of Accounts/Business Contacts you want to link -> select the Folder > tab and select your folders (like "Keep" folder) -> click on Search and Link > button. > > -- > Visit team blog at http://blogs.msdn.com/bcm > This posting is provided "AS IS" with no warranties, and confers no rights > > "themurf" wrote: > > > Durga, Thanks for the input. I am missing something here. Yes it opens as a > > Business Activity. Why? What is the profile that it is lost from? The email > > is still sitting in my inbox as it is just a few days old. Additionally, I > > have created a mail folder called "Keep" where I put all email that I intend > > to keep for further reference. So what is a Business Activity, a new term to > > me, and why did the email get detached, so to speak from being an email? > > Thanks. > > > > "Durga [MSFT]" wrote: > > > > > Hi Jim, > > > > > > When you open the message, does it open as a "message" or "business > > > activity" form? (observe the ribbon or the label/title on the very top of the > > > form). If it is a Business Activity, you will not be able to reply since > > > that email no longer exists in your profile. However if it is a message, you > > > should be able to Reply, Forward etc. > > > > > > HTH, > > > > > > -- > > > Visit team blog at http://blogs.msdn.com/bcm> > > This posting is provided "AS IS" with no warranties, and confers no rights > > > > > > > > > "themurf" wrote: > > > > > > > I might be missing somehting but I have upgraded to BCM07 and opened an email > > > > from within a business contact and then opening the "History" form. When I > > > > open the email it no longer gives me the option to reply or forward from that > > > > location. That means that I will have to go and find the email somewhere else > > > > to be able to reply to it. If I am missing something I apologize but I really > > > > don't like that since the whole idea of putting all of the information from > > > > one contact in one place is to be able to work with it. So tell me where the > > > > reply is hidden that I can't see it? Jim |
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This is true except one caveat. When BCM creates a "business activity" for
linked email, it only stores part of the message body if the message is big.
I believe the limit is 1000 characters or so. This limitation is due to
permormance reason.
--
Mukesh Agarwal [MSFT]
Visit team blog at http://blogs.msdn.com/bcm
This posting is provided "AS IS" with no warranties, and confers no rights
"themurf" <themurf[ at ]discussions.microsoft.com> wrote in message
news:E73D2CC1-19FA-4905-8FBD-AB22B95D164A[ at ]microsoft.com...
[Quoted Text] > Durga, You bring up an important question for me. So are you saying that > if I > link an item to a contact and then delete that item, a "business Activity" > is > created and the information is retained in the history of the contact? If > that is true then I do not need to have my "Keep" folder to store messages > etc that I want to keep attached to a contact? I generated the Keep folder > to > be able to store the information so that it is available later. If what I > am > understanding is true then I can delete the items in the Keep folder and > know > that the information is being retained. I repeat myself in an effort to > convince myself that this is true. Ha, Jim > > "Durga [MSFT]" wrote: > >> Hi Jim, >> >> Normally you will see a Business Activity form displayed when the >> original >> history item (in this case, message) is deleted from the BCM database. >> Business Activity shows information about the item which was stored in >> the >> database previously. >> >> However in your case, you say that the email is present in your Inbox. It >> could be that when you received the email you were logged in as another >> user. >> (Observe the "Created By" coulumn in the History list). If the "Created >> By" >> column is not the user you are currently logged in as, you will see the >> message as a business activity. This is the case during a shared database >> scenario. >> >> If the email is still in your Inbox, you can relink all your emails to >> open >> your email message as a message, and not business activity. >> Go to Business Contact Manager -> Manage Email Auto Linking -> select the >> emails of Accounts/Business Contacts you want to link -> select the >> Folder >> tab and select your folders (like "Keep" folder) -> click on Search and >> Link >> button. >> >> -- >> Visit team blog at http://blogs.msdn.com/bcm>> This posting is provided "AS IS" with no warranties, and confers no >> rights >> >> "themurf" wrote: >> >> > Durga, Thanks for the input. I am missing something here. Yes it opens >> > as a >> > Business Activity. Why? What is the profile that it is lost from? The >> > email >> > is still sitting in my inbox as it is just a few days old. >> > Additionally, I >> > have created a mail folder called "Keep" where I put all email that I >> > intend >> > to keep for further reference. So what is a Business Activity, a new >> > term to >> > me, and why did the email get detached, so to speak from being an >> > email? >> > Thanks. >> > >> > "Durga [MSFT]" wrote: >> > >> > > Hi Jim, >> > > >> > > When you open the message, does it open as a "message" or "business >> > > activity" form? (observe the ribbon or the label/title on the very >> > > top of the >> > > form). If it is a Business Activity, you will not be able to reply >> > > since >> > > that email no longer exists in your profile. However if it is a >> > > message, you >> > > should be able to Reply, Forward etc. >> > > >> > > HTH, >> > > >> > > -- >> > > Visit team blog at http://blogs.msdn.com/bcm>> > > This posting is provided "AS IS" with no warranties, and confers no >> > > rights >> > > >> > > >> > > "themurf" wrote: >> > > >> > > > I might be missing somehting but I have upgraded to BCM07 and >> > > > opened an email >> > > > from within a business contact and then opening the "History" form. >> > > > When I >> > > > open the email it no longer gives me the option to reply or forward >> > > > from that >> > > > location. That means that I will have to go and find the email >> > > > somewhere else >> > > > to be able to reply to it. If I am missing something I apologize >> > > > but I really >> > > > don't like that since the whole idea of putting all of the >> > > > information from >> > > > one contact in one place is to be able to work with it. So tell me >> > > > where the >> > > > reply is hidden that I can't see it? Jim
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