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Business Contact Manager: Track customer data in Outlook

Business Contact and Account forms

Callout 1 Business Contact form.
Callout 2 Account form.

In Business Contact Manager, an Account is a company or individual with whom you do business, while a Business Contact is your liaison (your contact) at that business.

If you're familiar with how contacts work in Outlook, you'll get the hang of Business Contacts and Accounts in no time. Just as you would do with a contact, you double-click a Business Contact or Account form to open it, and then fill in the details.

Because Business Contacts and Accounts are so closely related, the forms allow you to specify the relationships between the two. We'll talk about that next.

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