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Linking Business Contact records (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.) to Account records (Account record: The location for storing Account information, including information that is entered on the Account form, linked records, and communication history items.) enables you to connect the information about your Business Contacts (Business Contact: A person with whom you do business at a company or organization.) with information about the companies (company: A commercial organization or a small business.) that they work for. By linking one or more Business Contacts to an Account record, you have easy access to the Account's 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.), as well as the communication history items of the Business Contacts linked to that 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.).

Link a Business Contact record to an Account

1. On the Business Contact Manager menu, click Accounts.
2. Double-click the Account record that you want to link a Business Contact to.
3. In the General view, in the Business Contacts section, click Add.
4. In the Select the Business Contacts to link to this Account dialog box, in the Folder List (folder list: Displays the folders available in your mailbox. To view subfolders, double-click the folder. If the Folder List is not available, click Folder List on the Go menu.), select a group of Business Contacts.
5. In the list box, select the Business Contact you want to link the Account to. Or, to search for a Business Contact record, type a name in the Search box. To add more than one Business Contact at a time, press the CTRL key, and then select one or more Business Contacts to add to the Account.

    Note   To add a new Account, click New, and then type the information. For more information, see Create a Business Contact in Business Contact Manager.

6. Click OK to add the selected Business Contact and return to the Account record. Or, click Cancel to cancel the selection and return to the Account record without linking or creating a Business Contact.

7. In the Account record, click Save & Close.