Link a file to a Business Contact Manager record

You can link an existing file to an Account, Business Contact, Opportunity, or Business Projectrecord in Business Contact Manager for Outlook. You can link various types of files to your records, including Microsoft Office Word* documents, Publisher* publications, Excel* workbooks, or images.

Links to these files are then displayed in the Communication History folder in Business Contact Manager for Outlook.

Link a file to a Business Contact Manager record from Business Contact Manager for Outlook

  1. In Outlook, on the Business Contact Manager menu, click Accounts, Business Contacts, Opportunities, or Business Projects.

  2. To open the record that you want to link a file to, double-click the record.

  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 click File.

  5. Type the name of the file that you want to link to the record, or browse for it, and then click Open.

The file is now linked to the record and appears in the in the list of communication history items, and in the Communication History folder.

Link a file to a Business Contact Manager record from Excel*, PowerPoint* or Word*

  1. In Excel*, PowerPoint*, or Word*, click the Office Start button file , and then point to Business Contact Manager.

    Tip: If Business Contact Manager is not listed on the Office Start button menu, Business Contact Manager for Outlook is not installed. For more information about installing Business Contact Manager for Outlook, see the See Also section.

  2. Click Link to Record.

  3. In the Link to Business Contact Manager record dialog box, in the Folder list, select the type of record you want to link to.

  4. Select one or more records you want to link to.

The file is now linked to the record and appears in the in the list of communication history items, and in the Communication History folder.

Link a publication to to a Business Contact Manager record from Publisher*

  1. In Publisher*, on the toolbar, click Link to a Record.

  2. In the Link to Business Contact Manager record dialog box, in the Folder list, select the type of record you want to link to.

  3. Select one or more records you want to link to.

The publication is now linked to the record and appears in the in the list of communication history items, and in the Communication History folder.

*The stand-alone edition of Microsoft Office Outlook 2007 with Business Contact Manager can be used with the 2007 or 2003 versions of Excel, PowerPoint, Publisher, and Word. The option to link a file to a Business Contact Manager record from Excel 2003, PowerPoint 2003, Publisher 2003, or Word 2003 is not available.

Share Facebook Facebook Twitter Twitter Email Email

Was this information helpful?

Great! Any other feedback?

How can we improve it?

Thank you for your feedback!

×