Set up Business Contact Manager for your business

Business Contact Manager for Outlook is flexible enough to accommodate the needs of many kinds of small businesses.

This article provides an introduction to tasks, such as how to customize records, that you may want to perform when you initially set up Business Contact Manager for Outlook for your business.

In this article

Get your business information into Business Contact Manager

Link records

Track e-mail messages

Create and customize forms

Share data with your co-workers

Get your business information into Business Contact Manager

Business Contact Manager for Outlook includes a wizard you can use to import your business records, including product and service item lists, from applications such as ACT! and QuickBooks. You can also create records manually by typing the information into the records. For information about how to import data, see Import your data into Business Contact Manager.

Link records

One of the keys to using Business Contact Manager for Outlook successfully is to associate, through linking, related records and information. In the long run, connecting the records and categorizing them can help you be more efficient, because you can more quickly find the information you need. For information about linking record types, see Link Business Contact Manager records. For information about categorizing records, see Categorize Business Contact Manager records.

Track e-mail messages

Business Contact Manager for Outlook can automatically link your incoming and outgoing Outlook e-mail messages to the correct Account and Business Contact record types based on the e-mail address. The system can also be set up to track e-mail subjects associated with specific Business Projects. To learn more about linking and tracking e-mail messages, see Link and track e-mail messages in Business Contact Manager.

Create and customize forms

To make Business Contact Manager for Outlook work better for your business, you can create additional forms based on either the Account or Business Contact record type, or customize the forms by adding and removing fields. For example, you may want to track different information for your suppliers than for your customers; using a different form for each will make that task much easier.

Share data with your co-workers

To make your business data available to all or some of your co-workers, share your Business Contact Manager database which allows them to see all the data about your Accounts and Business Contacts. Sharing the data also enables you to create a copy of the database on a portable computer, such as a laptop. You can also assign business records to specific co-workers.

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