Select a Business Contact Manager record to link

You can link records, such as Business Contacts and Opportunities together, and you can also link Outlook items, such as appointments and e-mail messages, and files, such as Microsoft Excel, PowerPoint, Publisher, and Word, to records.

This article describes how to link to an existing or new record.

In this article

How to link various record types

Choose the record to link

For information about how to link a specific record to another record, see the article about that record type.

For information about how to link Outlook items, such as appointments and tasks to a record, and files, see Track your communications with customers in Business Contact Manager.

For information about how to link a file to a record from a program such as Word, see Link a file to a Business Contact Manager record.

How to link various record types

You can link records in various ways:

  • Link an Account or Business Contact to an Opportunity or Business Project     On the Opportunity or Business Project form, click Link To.

  • Add related Accounts and Business Contacts to a Business Project     Click Add on the Business Project form.

    Tip: You can simultaneously add multiple records of the same type.

  • Link an Account to a Business Contact     Click Account on a Business Contact or Lead form.

  • Link one or more Business Contacts to an Account     Click Add on an Account form.

  • Track the Account, Business Contact, Lead, and Opportunity records that resulted from a marketing activity     Click Initiated by on the Account, Business Contact, Lead, or Opportunity form.

  • Link a Business Project to a Project Task (mandatory)     Click Link To on a Project Task form.

  • Link Outlook appointments, e-mail message, and tasks     Click the appointment, e-mail message, or task. On the Ribbon, click Link to Record. For more information about linking these items, see Track your communications with customers in Business Contact Manager.

  • Link a file     In Excel, PowerPoint, Publisher, and Word, click the File tab and then click Business Contact Manager. Click Link to Record.

Top of Page

Choose the record to link

  1. Open the Link dialog box by using one of the methods described in the preceding section of this article.

  2. In the Item Type list, click the record type that you want, such as Accounts or Leads, to narrow the list of records.

    Note: In Excel, PowerPoint, Publisher, and Word, the list is labeled Folder.

  3. Do either of the following:

    • Link an existing record    

      1. If the list of records is long, and you know the name of the record you want, type it in the Search box to highlight the record in the list.

        Note: Click a column heading to search by that column.

      2. In the list, click the record that you want to link if it isn't already highlighted, and then click Link To.

        Tip: Click the column heading to sort the records by that column.

        Note: In some cases, you can add more than one record.

        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.

        If you want to edit an existing record before linking it, click the record, and then click Open. Make any changes, and then click Save & Close.

      3. Click OK.

    • Link a new record    

      1. Click the New button.

        The new record form that opens is of the same record type selected in the Item Type list.

        If applicable, the new form automatically contains information, such as the address, from the record that you are linking.

      2. Complete the form, and then click Save & Close.

        Note: The name of the record that you are linking is not listed in the new record until you save the record that you are linking.

      3. Click OK.

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