Примери за използване на History items на Английски и техните преводи на Български
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And Communication History items.
Communication history items that can be linked to it.
This article describes how to create and edit communication history items.
All communication history items must be linked to a record.
Double-click the record that has the communication history items you want to view.
Communication history items must be linked to an Account or Business Contact.
Also, you cannot export communication history items to a. csv file.
These history items are also added to the history of the linked Account or Business Contact.
Why some communication history items are listed more than once.
You can change the record that any of the communication history items are linked to.
The following table lists communication history items, and whether they are saved in Business Contact Manager for Outlook.
You can enter extensive information about a lead,link other records and communication history items, and add custom fields.
Any communication history items that you create from an open Opportunity record are automatically linked to the record.
Excludes e-mail messages from the communication history items for the selected records.
A list of all communication history items, such as Opportunities, Business Projects, e-mail messages, appointments, and meetings.
For more information, see View and edit communication history items later in this article.
Note: Communication history items that are linked to more than one record appear in the Communication History folder more than once.
An Account record inherits the communication history items of records that are linked to it.
You can add communication history items, such as business notes, tasks, appointments, phone logs, and files, to an Opportunity record to track your customer interactions.
Accounts and Business Contacts inherit the communication history items of records that are linked to them.
Communication History items A communication history item, such as an e-mail message, file, or phone log, enables you to track your communication activity with an individual Account or Business Contact.
If you do not want to share any existing e-mail messages and communication history items, remove these items before you share your database.
When you delete an Account record, Business Contact Manager for Outlook deletes all its linked items, such as Opportunity records, Business Projects, Project Tasks,and communication history items.
For more information about deleting communication history items, see Track your communications with customers in Business Contact Manager.
Limit the data you export by filtering it, or export all Accounts, Business Contacts,communication history items, and your product and service items lists.
Only Opportunities andBusiness Projects are communication history items that can also contain other communication history items. .
If you have been granted access and you connect to the shared database, you can view andupdate records and communication history items, create new records, and move records to and from the Deleted Items folder.
Note: With any of these options, you can remove any existing e-mail messages and communication history items that you do not want your coworkers to see before you share your database.
If you have set up automatic linking and tracking of your e-mail messages, all existing andfuture e-mail messages and other communication history items that are linked to your records are available to all users who access the database.
If you have set up automatic linking and tracking of your e-mail messages, all existing andfuture e-mail messages and other communication history items that are linked to your Accounts and Business Contacts are available to all users who can access the database.