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When you 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.) from an Account (Account record: The location for storing Account information, including information that is entered on the Account form, linked records, and communication history items.), Business Contact (Business Contact: A person with whom you do business at a company or organization.), Opportunity (Opportunity: The chance to sell your products or services to an Account or Business Contact.), or Business Project (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.) record (record: A completed Account, Business Contact, or Opportunity form. The record contains Account, Business Contact, or Opportunity information, plus the other records and items that are linked to it.), Business Contact Manager for Outlook automatically links these newly-created items to that record. You can also manually link files to records.

1. On the Business Contact Manager menu, click Accounts, Business Contacts, Opportunities, or Business Projects.
2. Open the record that you want to add a communication history item to.
3. 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 Show group, click History.
4. In the Communication History view, in the Communication history items section, click New, and then select the type of communication history item that you want to create, or click File to select a file.
5. Complete the form (form: A way to collect and distribute information for items in Business Contact Manager for Outlook.) for your new item and then, on the Ribbon, in the Actions group, click Save & Close.