I can't open a communication history item that is linked to an Account record
The link between the communication history item (communication 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.)
and the 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.)
has been broken because the history item was moved to a new location or deleted. If you want to restore a moved link, you can locate the communication history item and relink it to 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.)
I can't see the Accounts folder in the Navigation Pane
I can't link an Account record to another Account record
In Business Contact Manager for Outlook, an Account record is a company (company: A commercial organization or a small business.) or organization with which you do business. An Account is considered an independent record and cannot be linked to another Account.
You can link dependent records, such as Business Contacts (Business Contact: A person with whom you do business at a company or organization.) and Opportunities (Opportunity: The chance to sell your products or services to an Account or Business Contact.), Business Projects (Business Project: A project that is created in Business Contact Manager for Outlook. A Business Project is made up of one or several project tasks.) and Project Tasks (task: A personal or work-related project, assignment, or errand to track through completion.), and communication history items (communication 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.), to an Account record.
If you do business with an Account that has multiple offices, you can link Business Contacts from each office to one Account record, or create a separate Account record for each office, giving each office an identifier to distinguish the Accounts.
How do I resolve duplicate Account or Business Contact records?
- When you save an Account record with the same name or an e-mail address as one that already exists in your Accounts folder, Business Contact Manager for Outlook displays a A duplicate item has been detected dialog box with some options.
- Select the option appropriate for your purpose:
- Add this as a new Account anyway
Select this option to add the new Account record to your Accounts folder with the same name as the existing Account record. You can add an identifier to the name of one of the Accounts to distinguish it from the other, after this new Account is added into the Accounts database.
- Update and open the existing Account with new information from this one
If you choose to update an existing record, Business Contact Manager for Outlook compares all fields and replaces conflicting data with the data from the new Account record.
If you choose to make a manual comparison of the data between the two Accounts, make changes to one and delete the other, or add an identifier to the name of one of the Accounts to distinguish it from the other, and then save both Accounts.
Note For more information about resolving duplicate records, see Resolve duplicate Account or Business Contact records in Business Contact Manager.
How do I create separate records for an Account with multiple office locations?
If an Account has multiple office locations, you can create a separate Account for each location. If you choose to add a new record, a new Account record will be added to your Accounts folder with the same name as the existing Account record. To distinguish between the two, add an identifier to the Account Name in one of the records.
I want to link an Account to a Business Contact but no Business Contacts appear in the list, even though there are Business Contacts in my Business Contact Manager database
Because a Business Contact can be linked to only one Account, the list shows only the Business Contacts that are not yet linked to an Account. If all the Business Contacts are linked to corresponding Accounts, the list is empty because there are no available, unlinked Business Contacts to show.