Link an existing communication history item to more than one Business Contact Manager record

Communication history items are linked to Account, Business Contact, Opportunity, or Business Project records.

Link an existing communication history item to more than one record from the Communication History folder

  1. On the Business Contact Manager menu, click Communication History.

  2. Open the communication history item that you want to link to another record.

  3. Under Linked account, business contact, opportunity or report, click Link to.

  4. In the Link to a Business Contact Manager record dialog box, in the Folder list, select the type of record that you want to link the communication history item to.

  5. Select the records you want, and then, in the Linked Records section, click Link To, and then click OK.

    Note: To create a new record, click New.

  6. On the communication history item form, on the Ribbon, in the Actions group, click Save & Close.

Link an existing communication history item to more than one record from within a record

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

  2. Open the record that contains the communication history item that you want to link to another record.

  3. On the Ribbon, in the Show group, click History.

  4. Open the communication history item that you want to link to another record, and under Linked account, business contact, opportunity or report, click Link to.

  5. In the Link to a Business Contact Manager record dialog box, in the Folder list, select the type of record that you want to link the communication history item to.

  6. Select the records you want, and, in the Linked Records section, click Link To, and then click OK.

    Note: To create a new record, click New.

  7. On the communication history item form, on the Ribbon, in the Actions group, click Save & Close.

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