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Business Contact Manager: Track customer data in Outlook

Outlook practice file and practice instructions

Practice in Outlook
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In this practice, you'll take a look at the Business Contact and Account forms and enter some data into them. You'll also see how to add history information to the History section of either form.

You'll use the Practice1 database that you created in the previous practice session (if you haven't yet done that practice, now would be a good time to do it). At the end of the practice, we'll tell you how to switch back to your working database.

To do this practice session, the following programs must be installed:

  • Outlook 2003
  • Business Contact Manager add-in. (You can install this from the Business Contact Manager CD that comes with Office.)

About the practice session

When you click Practice in Outlook, Outlook will open and a separate window with practice instructions will appear alongside (see picture).

Note     You need to have Outlook 2003 installed on your computer.

Tips

  • If the practice instructions aren't visible, or disappear when you click in Outlook, click the Outlook Help taskbar button and then click the Auto Tile button on the upper-left corner of the instructions.
  • If the practice instructions cover up Outlook, click the Auto Tile button on the upper-left corner of the instructions.

Before you begin

Make sure to close Outlook if it is already running.

Start the practice

Click the Practice in Outlook button now.

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