Link to a Business Contact Manager for Outlook record

You can link an Outlook item or another Microsoft Office file to one or more records in Business Contact Manager for Outlook.

Link an item in Outlook to a Business Contact Manager for Outlook record

1. Select an e-mail message or task, and on the Business Contact Manager toolbar, click Link to Record.

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

1. Click the Microsoft Office Button , and point to Business Contact Manager.
2. Click Link to Record.

Link a publication to to a Business Contact Manager for Outlook record from Publisher

1. On the Business Contact Manager toolbar, click Link to a Record.

Search

To locate a specific record, type a name in the Search box.

Folder

Select the type of record. ( Account, Business Contact, Opportunity, or Business Project) that you want to link the item to.

After you select a Folder, then select a record to link the item to.

Tip Click the column heading to sort the records by that column.

Linked records

Link To Select one or more records in the list, and then click Link To.

To unlink an item or file in a list, select the record that you want to remove, and click the Delete button.

New Click this button to create a new record to link to. The new record that opens is of the same record type selected in the Folder list.

Open Click this button to open the record selected in the list.

Notes:

• If you do not have an Outlook profile, when you click Link to Record, you will be prompted to create a profile before you can continue.
• Rarely, you may find that the Business Contact Manager for Outlook items are missing from the menu or toolbar. To re-enable Business Contact Manager for Outlook, do the following:
  1. Click the Microsoft Office Button (insert the Start button), and then click the Program Name Options button.
  2. In the Options dialog box, click Add-Ins.
  3. Select Business Contact Manager for Outlook, and then, in the Manage dialog box, select COM Add-Ins, and click Go.
  4. In the Com Add-Ins dialog box, select Business Contact Manager for Outlook, and then click OK. Start the Office program and check to see whether the Business Contact Manager for Outlook