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Business Contact Manager: Track customer data in Outlook

Contact with attachment being moved to Business Contacts. Attachment is removed from Business Contact

When you copy an Outlook Contact to the Business Contacts folder in Business Contact Manager, attachments are removed from the copy.

If you already use contacts in Outlook, you can easily make them into Business Contacts in Business Contact Manager. You'll have to choose whether you want to move them or to copy them.

Here is something you should be aware of: If your contacts include attachments (such as e-mail messages, calendar appointments, or documents), these attachments aren't moved or copied along with your contact information. Because of this, contacts that have attachments can only be copied into Business Contact Manager. Once they've been copied, you'll need to re-associate the attachments—and that's easily done with the History feature we discussed previously.

Move your contacts     Moving contacts from Contacts to Business Contacts permanently removes them from your Contacts folder. To make the move, all you have to do is to select them and drag them to the Business Contacts in Business Contact Manager folder.

Note     If you move a contact from the Business Contacts in Business Contact Manager folder to the Contacts folder in Outlook, a copy of the contact (but not the history) will be created—that is, you'll have a record in each location.

Copy your contacts     If you prefer to copy your contacts, that is, if you want to leave a version in Contacts and move a version to Business Contacts, you can do that a number of ways (we've listed two here):

  • Select the contacts, right-click, and use the Copy command to create a copy in the Business Contacts in Business Contact Manager folder.
  • Export the contacts and then import them to Business Contacts.

Note    If you make a change to one, you'll need to remember to update the other as well.

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