Linking an Outlook Appointment, E-mail Message, or Task to a Business Contact Manager record

By using Business Contact Manager for Outlook, you can link Outlook appointments, e-mail messages, or tasks to the Communication history section of your Account, Business Contact, Opportunity, or Business Project records in Business Contact Manager for Outlook.

What do you want to do?

Link to a Business Contact Manager for Outlook record from an Outlook apppointment, e-mail message, or task

Link to a new Outlook appointment, e-mail message, or task from a Business Contact Manager for Outlook record

Link to a Business Contact Manager for Outlook record from an Outlook apppointment, e-mail message, or task

You can create links to a Business Contact Manager for Outlook record from within an Outlook appointment, e-mail message, or task form.

  • Create a new Outlook appointment, e-mail message, or task, or open an existing item.

    Note: For more information about creating Outlook items, see Schedule an appointment, Create an e-mail message, or Create and track assigned tasks.

  • On the Ribbon, in the Business Contact Manager group, click Link to Record.

  • In the Link to Business Contact Manager record dialog box, under Folder, select Accounts, Business Contacts, Opportunities, or Business Projects, and then select one or more specific records that you want to link to.

  • Click the Link To button.

    A link to the appointment, e-mail message, or task appears in the Communication history section of the record. To view all the links to communication history items in Business Contact Manager for Outlook, on the Business Contact Manager menu, click Communication History.

Note: To link to an appointment or task from the To-Do Bar, click to open the item and then, on the Ribbon, in the Business Contact Manager group, click Link to Record.

Top of Page

Link to a new Outlook appointment, e-mail message, or task from a Business Contact Manager for Outlook record

From within a Business Contact Manager for Outlook record, you can create a new Outlook appointment, e-mail message, or task that is automatically linked to the open record.

  1. Create or open an Account, Business Contact, Opportunity, or Business Project record.

    How?

    To create or open a Business Contact Manager for Outlook record, on the Business Contact Manager menu, click Accounts, Business Contacts, Opportunities, or Business Projects. To create a new record, on the Standard toolbar, click New, or select and double-click an existing record to open it.

  2. On the Ribbon, in the Show tab, click Communication History.

  3. On the Communication History page, click New Communication History Item, and select Task, Mail Message, or Appointment.

Note: If an e-mail mail message is linked as a communication history item, setting the Sensitivity of this message to Private in Outlook does not prevent users with access to your Business Contact Manager database from viewing this message.

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