Add a new communication history item to Business Contact Manager

When you create communication history items from an Account, Business Contact, Opportunity, or Business Projectrecord, Business Contact Manager for Outlook automatically links these newly-created items to that record. You can also manually link files to records.

  1. On the Business Contact Manager menu, click Accounts, Business Contacts, Opportunities, or Business Projects.

  2. Open the record that you want to add a communication history item to.

  3. On the Ribbon, in the Show group, click History.

  4. In the Communication History view, in the Communication history items section, click New, and then select the type of communication history item that you want to create, or click File to select a file.

  5. Complete the form for your new item and then, on the Ribbon, in the Actions group, click Save & Close.

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