1. On the Business Contact Manager menu, click one of the following: Accounts, Business Contacts, Opportunities, or Business Projects.
2. Select the record you want to view.

Create a communication history item

1. On the Business Contact Manager menu, click Account, Business Contact, Opportunity, or Business Project.
2. On the Ribbon, in the Show group, click History.
3. In the Communication history items section, click New.
4. Select the type of communication history item you want to create (such as a business note, e-mail message, opportunity, task, appointment, or phone log).

    Note   You cannot create a new file in the Communication history items section. Instead, click File to select an existing file to link to this record.

5. Complete the form for your new item, and then save it.

Link an existing e-mail message, appointment or task to a record

1. Open the Outlook item (Outlook item: The basic element that holds information in Outlook (similar to a file in other programs). Items include e-mail messages, appointments, contacts, tasks, journal entries, notes, posted items, and documents.) that you want to link to a record.
2. On the Business Contact Manager toolbar, click Link to Record.
3. In the Link to a Business Contact Manager record 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.), click the type of record that you want to link the item to.
4. In the list, select all records that you want to link the item to, and then click Link To. The Link To box then includes all records that the communication history item is linked to.
5. To create a new Account, Business Contact, Opportunity, or Business Project, click New.
6. To open a selected Account, Business Contact, Opportunity, or Business Project, click Open.

Link an existing Microsoft Office Excel*, Publisher*, or Word* file to a record

1. Open the file in Excel 2007, Publisher 2007, or Word 2007 that you want to link to a record, and do one of the following:
   • In Excel 2007 or Word 2007, on the Ribbon, on the Business Contact Manager tab, in the Business Contact Manager group, click Link to Record.
   • In Publisher 2007, on the Business Contact Manager toolbar, click Link to Record.
2. In the Link to a Business Contact Manager record dialog box, in the Folder list, click the type of record that you want to link the item to.
3. From the list, select all the records that you want to link the file to, and then click Link To. The Link To box includes all records that the file is linked to.
4. To create a new Account, Business Contact, Opportunity, or Business Project, click New.
5. To open a selected Account, Business Contact, Opportunity, or Business Project, click Open.

*The stand-alone edition of Microsoft Office Outlook 2007 with Business Contact Manager can be used with the 2007 or 2003 versions of Excel, Publisher and Word. The Business Contact Manager toolbar and menus are not available in Excel 2003, Publisher 2003, or Word 2003.

View all your communication history items

1. On the Business Contact Manager menu, click Communication History.
2. On the View menu, point to Current View, and then select the way you want the communication history items to appear.