Outlook Synchronization - How to send Outlook emails into BigContacts
Manual Upload of an Email from Outlook to BigContacts
1) In Outlook, right-click on the Email message you'd like to upload to the contact's history folder and then select "Upload Email"
2) To LINK the Email to a specific contact record in BigContacts
After you select the Type of Contact (Business or Individual) you will then use the second field (shown as ac a
Important Note: The picklist only shows the first 100 contacts so place your cursor into the "Contact Name" field and start typing the name of the contact until it
3) After the Contact name
The email should now show in the "Contact History" folder of the contact you selected!