Copying and moving Business Contact Manager records and items to Outlook

You can copy or move Account and Business Contact records, and communication history items from Business Contact Manager for Outlook folders to Outlook folders.

Note: Some of the Business Contact Manager data in the record is not copied depending on the type of folder that you copy or move the item to.

Copy an Account or Business Contact record to an Outlook folder

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

  2. Click the Account or Business Contact that you want to copy.

  3. Do one of the following:

    • Drag the Account or Business Contact record to the Contacts folder in the Folder List pane.

      Tip: To display the Folder List, on Go menu, click Folder List.

    • Copy the Account or Business Contact by using the Address Book.

      1. On the Tools menu, click Address Book.

      2. Under Address Book, click the arrow to display the list of address books.

      3. Click Accounts or Business Contacts.

      4. Click the Account or Business Contact that you want to copy.

      5. In the Address Book dialog box, on the File menu, click Add to Contacts.

    • Open the record, and then copy it.

      1. Click the Account or Business Contact record again to open it.

      2. Click the Microsoft Office Button Office button image , point to Move, and then click Copy to Folder.

      3. In the Copy Item to dialog box, click the Contacts folder, and then click OK.

        Note: You can click any one of the listed folders to copy the Account or Business Contact to that folder. A new item, such as an appointment, task, or e-mail message, is created from the Account or Business Contact record.

Move an Account or Business Contact record to an Outlook folder

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

  2. Double-click the Account or Business Contact to open it.

  3. Click the Microsoft Office Button Office button image , point to Move, and then click Other Folder.

  4. In the Move Item to dialog box, click the Contacts folder, and then click OK.

    Note: You can click any one of the listed folders to move the Account or Business Contact to that folder. A new item, such as an appointment, task, or e-mail message, is created from the Account or Business Contact record.

Move a communication history item to an Outlook folder

  1. On the Go menu, click Folder List to display the it.

  2. In the Folder List, under Business Contact Manager, click Communication History. Communication history items are displayed in a list.

  3. Click the item that you want to move, and then drag it to an Outlook folder in the Folder List.

    Note: To find communication history items more easily, click Subject to sort the view alphabetically, or click the Linked To button to sort the view by records.

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