Add a business note or phone log to the communication history of more than one Business Contact Manager record

If you want to simultaneously add the same communication history item, such as a business note or phone log, to more than one record, you can create a new item and link it to the selected records with the following procedure.

  1. In the Navigation Pane, under Business Contact Manager, click one of the following folders to display the workspace:

    • Contact Management.

    • Sales.

    • Project Management.

      Why isn't the Marketing folder listed?

      By default, the Marketing folder does not contain Account or Business Contact records. You cannot add a business note or phone log to any marketing activity or project task records because they are not linked to an Account or Business Contact record type. You can add comments to call lists and project tasks.

  2. Click the tab that contains the records that you want to add the business note or phone log to.

  3. Click the records that you want.

    How do I select more than one record?

    To select records that are adjacent to each other, press the SHIFT key, and then click the first and last records of the group that you want to add. To select nonadjacent records, press the CTRL key, and then click the individual records. To select all records, click one, and then press CTRL+A.

  4. On the Ribbon, in the Add History Item group, click Business Note or click More, and then click Phone Log.

    A business note or phone log record opens with the names of the selected Accounts or Business Contacts in the Link To box.

  5. Type the information, and then click Save & Close.

Note: You can use a workspace to link other types of communication history items to records, but you can link only one record at a time. For information about communication history items, see Track your communications with customers in Business Contact Manager.

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