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Link a file to a Business Contact Manager record
 

You can link an existing file to 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 record: The location for storing Business Contact information, including information that is entered on the Business Contact form, linked records, and communication history items.), Opportunity (Opportunity record: The location for storing Opportunity information, including information that is entered on the Opportunity form, linked records, and communication history items.), 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.) in Business Contact Manager for Outlook. You can link various types of files to your records, including Microsoft Office Word* documents, Publisher* publications, Excel* workbooks, or images.

Links to these files are then displayed in the Communication History folder (Communication History folder: A folder, accessible from the Business Contact Manager menu, that contains all communication history items and the records they are linked to.) in Business Contact Manager for Outlook.

ShowLink a file to a Business Contact Manager record from Business Contact Manager for Outlook

  1. In Outlook, on the Business Contact Manager menu, click Accounts, Business Contacts, Opportunities, or Business Projects.
  2. To open the record that you want to link a file to, double-click the record.
  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 click File.
  5. Type the name of the file that you want to link to the record, or browse for it, and then click Open.

The file is now linked to the record and appears in the in the list of communication history items, and in the Communication History folder.

ShowLink a file to a Business Contact Manager record from Excel*, PowerPoint* or Word*

  1. In Excel*, PowerPoint*, or Word*, click the Office Start button file, and then point to Business Contact Manager.

    2.  Tip   If Business Contact Manager is not listed on the Office Start button menu, Business Contact Manager for Outlook is not installed. For more information about installing Business Contact Manager for Outlook, see the See Also section.

  2. Click Link to Record.
  3. In the Link to Business Contact Manager record dialog box, in the Folder list, select the type of record you want to link to.
  4. Select one or more records you want to link to.

The file is now linked to the record and appears in the in the list of communication history items, and in the Communication History folder.

ShowLink a publication to to a Business Contact Manager record from Publisher*

  1. In Publisher*, on the toolbar, click Link to a Record.
  2. In the Link to Business Contact Manager record dialog box, in the Folder list, select the type of record you want to link to.
  3. Select one or more records you want to link to.

The publication is now linked to the record and appears in the in the list of communication history items, and in the Communication History folder.

*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 option to link a file to a Business Contact Manager record from Excel 2003, PowerPoint 2003, Publisher 2003, or Word 2003 is not available.

See Also
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