Get your business records into Business Contact Manager

Your business data is one of your most important business assets, and one of the most difficult to replace. Business Contact Manager for Outlook makes it easy and convenient to manually enter or import business data from other programs.

You can get your business data into Business Contact Manager for Outlook in several ways:

• Type your data into the forms. You or your salespeople can do this when you meet a new Business Contact or Lead, or create a new Account.

• Move or copy your Outlook contacts into Business Contact Manager for Outlook. You can also create a Business Contact from an Outlook e-mail message.

• Import data from a file, Outlook, or another program. For information about how to import data into Business Contact Manager for Outlook, see Import your data into Business Contact Manager.

What do you want to do?

Manually enter data into Business Contact Manager forms

Move or copy Outlook contacts to Business Contact Manager

Manually enter data into Business Contact Manager forms

1. In the Navigation Pane, click Business Contact Manager.

2. On the Ribbon, on the Home tab, in the New group, click the form that you want, or for more choices, click New Items, and then click a form.

3. Type information into the form.

4. Click Save & Close.

Tip:  If you want to add more records of the same type, after completing the form, click Save & New to save the current record and open a new form.

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Create a Business Contact or Lead record from an e-mail message

1. In the Navigation Pane, click Inbox.

2. Double-click a message to open it, and then in the Business group, click Create Record.

3. Click the type of record that you want to create, Business Contact, Account, or a custom record type.

4. The record form will open. Complete the form, and then click Save & Close.

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Move or copy Outlook contacts to Business Contact Manager

If you have been using Outlook to store both personal and business contacts, you can move or copy your business-related contacts into Business Contact Manager for Outlook as Accounts or Business Contacts.

In this section

Move Outlook contacts to a Business Contact Manager folder

Move an open Outlook contact

Copy an open Outlook Contact

Move Outlook contacts to a Business Contact Manager folder

You can move an Outlook Contact to the Accounts or Business Contacts folder.

You might want to move contacts for companies that you deal with to the Accounts folder, and move contacts for individuals that you do business with to the Business Contacts folder.

1. In the Navigation Pane, click Contacts.

2. Click one or more contacts that you want to move to Business Contact Manager for Outlook folders.

   How do I select more than one record?

   To select records that are adjacent to each other, press the SHIFT key, and then click the first and last records of the group that you want to add. To select nonadjacent records, press the CTRL key, and then click the individual records. To select all records, click one, and then press CTRL+A.

3. On the Ribbon, in the Business group, click Create Record, and then click one of the following buttons:

   • Copy to Business Contact Manager to copy the information into a record in Business Contact Manager for Outlook, and leave the original record unchanged.

   • Move to Business Contact Manager to create a record from the information in Business Contact Manager for Outlook, and then delete the record in Outlook.

4. In the list, click the type of record that you want to create, Business Contact, Account, or a custom record type.

5. The records that you create are listed alphabetically by the name that is shown in the File as field.

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Move an open Outlook contact

When you move a record into Business Contact Manager for Outlook you create a new business record for the contact, and delete the existing record in Outlook.

1. In the Navigation Pane, click Contacts.

2. Double-click the contact that you want to move to Business Contact Manager for Outlook.

3. On the Ribbon, in the Business group, click Create Record, and then click Move to Business Contact Manager.

4. In the list, click the type of record that you want to create, Business Contact, Account, or a custom record type.

5. The record is deleted from Outlook, and appears in Business Contact Manager for Outlook, listed alphabetically by the name that is shown in the File as field.

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Copy an open Outlook Contact

When you copy a record into Business Contact Manager for Outlook using the Create Record button, you create a new business record for the contact, and keep the other contact information unchanged in Outlook.

1. In the Navigation Pane, click Contacts.

2. Double-click the contact that you want to copy to Business Contact Manager for Outlook.

3. On the Ribbon, in the Business group, click Create Record, and then click Copy to Business Contact Manager.

4. In the list, click the type of record that you want to create, Business Contact, Account, or a custom record type.

5. The record is created in Business Contact Manager for Outlook, listed alphabetically by the name that is shown in the File as field.

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