Outlook Synchronization powered by Implicit Sync - 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"

Rightclickemail.jpg

2) To LINK the Email to a specific contact record in BigContacts  use  the "Type of Contact"  drop down  menu to select "Business" or "Individual".

OLTaskSelectBusOrInd.jpg

After you select the Type of Contact (Business or Individual) you will then use the second field (shown as ac a  drop-down  menu) labeled "Contact Name" to type in the contact name you want to link the Meeting with. 

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  autofills

TypeName.jpg

3) After the Contact name  autofills , click on the "Send" button

ClickSend.jpg

The email should now show in the "Contact History" folder of the contact you selected!

© 2005 - 2024 ProProfs
-
add chat to your website