A Business Contact is a person with whom you do business at a company or organization. You can use Business Contact records (Business Contact record: The location for storing Business Contact information, including information that is entered on the Business Contact form, linked records, and communication history items.) to organize and store extensive information about your Business Contact (Business Contact: A person with whom you do business at a company or organization.), providing you with quick access to important details to help you maintain the relationship. You can create a Business Contact record by completing a Business Contact form (form: A way to collect and distribute information for items in Business Contact Manager for Outlook.), copying a contact from an Outlook folder, or by creating a new Business Contact from within an Account record (Account record: The location for storing Account information, including information that is entered on the Account form, linked records, and communication history items.).
When Business Contact Manager for Outlook is connected to your accounting system (accounting system: The accounting program.), you can add your accounting system's customers as accounts, which adds some general information, such as address and phone number, to the Account record. This also creates a link between the customer (customer: A person or company to whom your company sells products or services.) record and the Account record, and means you can view financial information about the Account (Account: A business or organization with which you do business. If a service is being provided, such as dental or medical, an Account can also be a customer.). You can also choose to include the contacts that are associated with these customers. The customer records will be imported into Business Contact Manager for Outlook as Accounts, and the contacts associated with these customers will be imported as Business Contacts.
Open a Business Contact record
You can open a Business Contact record to add or edit information about the Business Contact, or to see communication history items (history item: An item such as an appointment, business note, e-mail message, file, or task that is linked to an Account, Business Contact, Opportunity, or Business Project.) that are linked to the Account record.
- On the Business Contact Manager menu, click Business Contacts.
- In the Business Contacts list, double-click the Business Contact record that you want to open.
- Make the changes.
- On the Ribbon (ribbon: An element that replaces most menus, toolbars, and task panes. The ribbon features task-based tabs that contain tools and options organized into logical groups.), click Save & Close.
Tip For information about how to create a distribution list from your Business Contacts or Accounts, see Create and work with a distribution list. In the Select Members dialog box, under Address Book, click Business Contacts or Accounts.