Link a Business Contact to an Account in Business Contact Manager

Linking Business Contact records to Account records enables you to connect the information about your Business Contacts with information about the companies that they work for. By linking one or more Business Contacts to an Account record, you have easy access to the Account's communication history items, as well as the communication history items of the Business Contacts linked to that Account.

Link a Business Contact record to an Account

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

  2. Double-click the Account record that you want to link a Business Contact to.

  3. In the General view, in the Business Contacts section, click Add.

  4. In the Select the Business Contacts to link to this Account dialog box, in the Folder List, select a group of Business Contacts.

  5. In the list box, select the Business Contact you want to link the Account to. Or, to search for a Business Contact record, type a name in the Search box. To add more than one Business Contact at a time, press the CTRL key, and then select one or more Business Contacts to add to the Account.

    Note: To add a new Account, click New, and then type the information. For more information, see Create a Business Contact in Business Contact Manager.

  6. Click OK to add the selected Business Contact and return to the Account record. Or, click Cancel to cancel the selection and return to the Account record without linking or creating a Business Contact.

  7. In the Account record, click Save & Close.

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