Business Contact Manager for Outlook has its own toolbar. Installing Business Contact Manager for Outlook does not change your Outlook toolbar settings.
You can drag the toolbar for Business Contact Manager for Outlook along any edge of the Outlook window.
The Business Contact Manager toolbar in Business Contact Manager for Outlook
| Click | To |
|---|
| Business Contact Manager Home | Display the Business Contact Manager Home page where you can create a customized view of your business. |
| Display | Display Accounts, Business Contacts, Opportunities, Business Projects, Project Tasks, or Marketing Campaigns. |
| E-mail Auto-link | Automatically link e-mail messages from this sender to the communication history of a record in Business Contact Manager for Outlook. |
| Link to Record | Add a selected Outlook item (item: An item is the basic element that holds information in Outlook (similar to a file in other programs). Items include e-mail messages, appointments, contacts, tasks, journal entries, notes, posted items, and documents.) to the communication history of a record in Business Contact Manager for Outlook. |
| Status | View and change your online or offline status, if you are connected to a shared database on a remote computer. |
| Create Time Entry | Create time entries from appointments, phone logs, and tasks for yourself or team members, through integration with your accounting system. |
| Mark Billable | Mark an appointment, phone log, or task as billable, through integration with your accounting system. |
Note You cannot delete the Business Contact Manager toolbar.
The Business Contact Manager toolbar in other Microsoft Office programs
You can also access Business Contact Manager for Outlook features from within other Microsoft Office* programs. Depending on the program, Business Contact Manager for Outlook features appear on the Ribbon, which is part of the Microsoft Office Fluent user interface, in the Business Contact Manager group, or on a Business Contact Manager toolbar.
| Office program | Available commands | Result |
|---|
| Excel* | Link to Record | The worksheet is linked to a record in Business Contact Manager for Outlook. |
| PowerPoint* | Link to Record | The presentation is linked to a record in Business Contact Manager for Outlook. |
| Publisher* | Link to Record | The publication is linked to a record in Business Contact Manager for Outlook. |
| Create New Marketing Campaign | To make the publication the selected content for a Marketing Campaign, on the Business Contact Manager toolbar, click Create a New Marketing Campaign, and then complete the form. |
| Word* | Link to Record | The document is linked to a record in Business Contact Manager for Outlook. |
| Create New Marketing Campaign | To make the document the selected content for a Marketing Campaign, on the Business Contact Manager toolbar, click Create a New Marketing Campaign, and then complete the form. |
*The stand-alone edition of Microsoft Office Outlook 2007 with Business Contact Manager can be used with the 2007 or 2003 versions of Excel, PowerPoint, Publisher, and Word. The options to link to a Business Contact Manager record and create a Marketing Campaign from Office 2003 programs are not available.
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