You can automatically link incoming and outgoing e-mail messages (including meeting requests and assigned tasks) to specific Accounts and Business Contacts. After you turn on e-mail auto-linking, the linked e-mail messages will appear in the History section of that record. You can link e-mail messages to Accounts and Business Contact records only; you cannot link e-mail messages to Opportunity records.
You can link multiple e-mail messages to an Account or Business Contact record, or you can link a message, meeting request, or assigned task, one at a time.
To enable e-mail auto-linking, do one of the following:
- In the Outlook window, select an item and click E-mail Auto-link on the Business Tools toolbar. You can then choose from one or more e-mail addresses contained in the message, and create a link to an Account or Business Contact record. The selected e-mail message and any future e-mail messages—both incoming and outgoing— that contain that e-mail address will be linked to that Account or Business Contact record. The link will be displayed in the History Items section of that record.
- Click Manage E-mail Auto-linking on the Business Tools menu, select e-mail addresses from a list of all the e-mail addresses that are entered in your Account or Business Contact records, and then select the e-mail folders that you want to search. This method will link e-mail messages received in the past as well as those received in the present and the future.
Note If Business Contact Manager for Outlook is set up so that multiple users can access the database, the e-mail messages linked to your Accounts and Business Contacts can also be shared. For more information about database sharing and e-mail auto-linking, see Effects of database sharing on E-mail Auto-linking.