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 Note   The information in this topic applies to Business Contact Manager for Outlook items only.

When you work with a Business Contact (Business Contact: A person with whom you do business at a company or organization.), there are several ways you can communicate, including by e-mail messages, phone, or in person via business appointments. In addition, you can create files, 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.), or business notes (business note: Enables a user to log the details of a business communication or transaction, and to link it with the history of an Account, Business Contact, Opportunity, or Business Project.) that are related to the work you do with your Business Contact.

To make it easier to keep track of all the ways you communicate with your Business Contact, you can create 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.) and link them to a Business Contact record (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.) for future reference.

Create a communication history item

1. Open a Business Contact record.

How?

1. On the Business Contact Manager menu, click Business Contacts.

   Business Contacts are displayed in the Business Contacts list.

2. To open a Business Contact record, double-click it.
2. 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.), in the Communicate group, click the down arrow  next to New History Item, and then click the item you want to create, such as a phone log (phone log: The details of a phone call which may be linked with the communication history of an Account, Business Contact, Opportunity, or a Business Project.) or business note (business note: Enables a user to log the details of a business communication or transaction, and to link it with the history of an Account, Business Contact, Opportunity, or Business Project.).