Create an Account in Business Contact Manager

You can create an Account record to store Account information for tracking and managing customer relationships. Add Business Contacts, Opportunities, or communication history items to your Account records to have a more complete picture of the activities of your Accounts.

Tip: Accounts are automatically included in your Address Book. To view them, on the Tools menu, click Address Book. In the Address Book list, click Accounts. For more information about the Address Book, see Add or remove an address book.

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

  2. On the Standard toolbar, click the New button.

  3. Complete the Accountform by using the General, Details, History, or the User-Defined Fields views.

    Note: You can customize your Account 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.

    For more information about these views, or for assistance with completing this form, click the Help  Help icon  button.

  4. On the Ribbon, in the Actions group, click Save & Close.

Tip: On the Ribbon, which is part of the Microsoft Office Fluent user interface, 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.

Create an Account from a Business Contact (and copy the information to the Account record)

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

  2. Double-click the Business Contact Manager record that you want to open and link to an Account.

  3. Under Linked account, click Account.

  4. In the Select an Account to link to this Business Contact dialog box, click New.

    Some information from the Business Contact record is automatically included on the Account form.

  5. Complete the Account form by using the General, Details, History, or the User-Defined Fields views.

  6. On the Ribbon, in the Actions group, click Save & Close.

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