You can link an Outlook item or another Microsoft Office* file to one or more records (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.
Link an item in Outlook to a Business Contact Manager for Outlook record
- Select an e-mail message or task, and on the Business Contact Manager toolbar, click Link to Record.
Note Journal items cannot be linked to Business Contact Manager records.
Link a file to a Business Contact Manager for Outlook record from Excel*, PowerPoint* or Word*
- Click the Microsoft Office Button
, and point to Business Contact Manager. - Click Link to Record.
Link a publication to a Business Contact Manager for Outlook record from Publisher*
- On the Business Contact Manager toolbar, click Link to a Record.
When you click Link to Record or Link to a Record, the Link to a Business Contact Manager record dialog box opens.
Use the Link to a Business Contact Manager record dialog box
Search
To locate a specific record, type a name in the Search box. Folder
- Select the type of record (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.) 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.)) that you want to link the item to.
- After you select a Folder, then select a record to link the item to.
Tip Click the column heading to sort the records by that column.
Link To
Select one or more records in the list, and then click Link To.New
Click this button to create a new record to link to. The new record that opens is of the same record type selected in the Folder list.Open
Click this button to open the record selected in the list. Tip To unlink (unlink: To disconnect an item from a record, or a record from another record.) an item or file in a list, select the record that you want to remove, and click the Delete button.
Notes
- If you do not have an Outlook profile (profile: A group of e-mail accounts and address books. Typically, a user needs only one but can create any number, each with a set of e-mail accounts and address books. Multiple profiles are useful if more than one person uses the computer.), when you click Link to Record, you will be prompted to create a profile before you can continue.
- Rarely, you may find that the Business Contact Manager for Outlook items are missing from the menu or toolbar. To re-enable Business Contact Manager for Outlook, do the following:
- Click the Microsoft Office Button , and then click the Program Name Options button.
- In the Options dialog box, click Add-Ins.
- Select Business Contact Manager for Outlook, and then, in the Manage dialog box, select COM Add-Ins, and click Go.
- In the Com Add-Ins dialog box, select Business Contact Manager for Outlook, and then click OK. Start the Office* program and confirm that the Business Contact Manager for Outlook items are now present on the menu.
*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. Business Contact Manager for Outlook 2007 menu items are not available in Office 2003 programs.
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