View communication history items in Business Contact Manager

Note: The information in this topic applies to Business Contact Manager for Outlook items only.

Communication history items include e-mail messages, files, appointments or meetings, Business Projects, Project Tasks, business notes, phone logs, tasks, Opportunities, and Marketing Campaigns.

You can view communication history items that you have linked to Account, Business Contact, Opportunity, or Business Project records in Business Contact Manager for Outlook in one of the following locations:

  • The Communication History view of an Account, Business Contact, Opportunity, or Business Project record.

  • The Communication History folder

View communication history items in a record

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

  2. Open the record that you want to view.

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

You will see all the communication items linked to this record. In the View list, select the type of view you want to see.

View communication history items in the Communication History folder

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

You will see all the communication items in your Business Contact Manager database. To change the order in which these items are displayed, on the View menu, point to Current View, and click the type of view you want to see.

Tip: To change the columns, right-click a column and select an option from the menu.

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