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You can create 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.) to store Account information for tracking and managing customer (customer: A person or company to whom your company sells products or services.) relationships. Add Business Contacts (Business Contact: A person with whom you do business at a company or organization.), Opportunities (Opportunity: The chance to sell your products or services to an Account or Business Contact.), or 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 your Account records to have a more complete picture of the activities (activity: An action to be performed, such as a task, or a communication item that is sent or received, for example, e-mail, phone calls, and appointments.) of your Accounts.

 Tip   Accounts are automatically included in your Address Book. To view them, on the Tools menu, click Address Book. In the Address Book list, click Accounts. For more information about the Address Book, see Add or remove an address book.

1. On the Business Contact Manager menu, click Accounts.
2. On the Standard toolbar (Standard toolbar: A toolbar that performs some of the most common tasks in a Microsoft Office application, such as opening, saving, and printing files.), click the New button.
3. Complete the Account form (form: A way to collect and distribute information for items in Business Contact Manager for Outlook.) by using the General, Details, History, or the User-Defined Fields views.

    Note   You can customize your Account forms by using the user-defined fields (user-defined field: A field that you can create and define to track information specific to your business.) to add information that is specific to your business. User-defined fields are only available if you, or one of your team members, have customized this form.

   For more information about these views, or for assistance with completing this form, click the Help   button.

4. 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 Actions group, click Save & Close.

 Tip   On the Ribbon, which is part of the Microsoft Office Fluent user interface, click E-mail Auto-link to ensure that e-mail messages to and from this Account are saved in the communication history for this record.

Create an Account from a Business Contact (and copy the information to the Account record)

1. On the Business Contact Manager menu, click Business Contacts.
2. Double-click the Business Contact Manager record that you want to open and link to an Account.
3. Under Linked account, click Account.
4. In the Select an Account to link to this Business Contact dialog box, click New.

   Some information from the Business Contact record is automatically included on the Account form.

5. Complete the Account form by using the General, Details, History, or the User-Defined Fields views.
6. 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 Actions group, click Save & Close.