About Accounts in Business Contact Manager

An Account is a business or an organization with whom you do business. Use Account records to centralize information about your business Accounts. You can also link one or more Business Contact, Opportunity, or communication history item to your Account records to have a more complete picture of the activities of your Accounts.

When Business Contact Manager for Outlook is integrated with your accounting system, you can add your accounting system's customers as Accounts, which adds some general information, such as address and phone number, to the Account record. This also creates a link between the customer record and the Account record, and means you can view financial information about the Account. You can also choose to include the contacts that are linked with these customers. The customer records will be imported into Business Contact Manager for Outlook as Accounts, and the contacts linked with these customers will be imported as Business Contacts.

Open an Account record

You can open an Account record to add or edit information about the Account, or to see communication history items that are linked to the Account record.

  1. On the Business Contact Manager menu, click Accounts.

  2. In the Accounts list, double-click the Account record that you want to open.

  3. Make your changes, by using the General, Details, History, or the User-Defined Fields views.

    Note: You can customize your Business Contact forms by using the user-defined fields to add information that is specific to your business. User-defined fields are only available if you, or one of your team members, have customized this form.

  4. On the Ribbon, click Save & Close.

Tip: On the Ribbon, click E-mail Auto-link to ensure that e-mail messages to and from this Account are saved in the communication history for this record.

Tip: For information about how to create a distribution list from your Business Contacts or Accounts, see Create and edit a contact croup or distribution list. In the Select Members dialog box, under Address Book, click Business Contacts or Accounts.

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