Attaching Items

In most cases, Business Contact Manager adds items to the Communication History folder automatically. For example, send an e-mail to a business contact; Business Contact Manager links the e-mail to the contact, and it shows up in the Communication History folder. Or create a Call Contact task for a contact, and Business Contact Manager adds that to the contact.

You can also link items manually. For example, you might want to add a phone log item to an account when you receive a call from one of the account’s contacts, attach a document to the account, or schedule an appointment for a contact. You can add the following to each of the Business Contact Manager item types (except project tasks and marketing campaigns) by right-clicking the item and selecting Create:

  • Business Note. Use this option to add a note containing a subject, comments, and information about who created the note and when it was created.

  • Task. Use this option to add a standard Outlook 2007 task to the selected item.

  • Appointment. Use this option to add a standard Outlook 2007 appointment to the selected item.

  • Phone Log. Use this option to add to the item a phone log entry that includes call start time, duration, subject, and comments. The Business Phone Log form includes a timer you can start and pause during the call to time the call.

  • Linked File. Use this option to add any type of file to the selected item. For example, you might add an Office Word 2007 document, a Microsoft Office Excel® 2007 worksheet, or a brochure in Portable Document Format (PDF) format.

You can also add the following to business contacts and accounts:

  • Mail Message. Use this option to send a mail message to the business contact or to the e-mail address specified in the account’s properties.

  • Opportunity. Use this option to add a new sales Opportunity item to the business contact or account.

  • Business Project. Use this option to add a new Business Project item to the business contact or account.

  • Marketing Campaign. Use this option to add a new Marketing Campaign item to the business contact or account.

To add an item to an account or business contact, select that item from its folder, right-click it, and then select Create. Choose from the menu the type of item to add. Business Contact Manager opens a form that varies depending on the type selected. Enter the needed information in the form and click Save & Close to associate it with the selected item. The linked item then shows up in the Communication History folder.

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