Create a Business Contact in Business Contact Manager

A Business Contact is a person with whom you do business at a company or organization, or an independent owner or agent.

Tip: Business Contacts are automatically included in your Address Book. To view them, on the Tools menu, click Address Book. In the Address Book list, click Business Contacts. For more information about the Address Book, see Add or remove an address book.

You can create a Business Contact record in the following ways:

• Complete the Business Contact form

  1. On the Business Contact Manager menu, click Business Contacts, and then, on the Standard toolbar, click New.

  2. Complete the rest of the form by using the General, Details, History, or the User-Defined Fields views.

     Note: You can customize your Business Contact forms by adding user-defined fields. Use these to add information that is specific to your business. User-defined fields are only available if you, or one of your team members, have customized this form.

  • To get assistance while entering information on the form, click the Help   button.

• Add a contact from the Outlook Contacts folder

  1. At the bottom of the navigation pane, click the Folder List   button to view the Folder List.

  2. In the Folder List, click the plus sign next to Personal Folders and Business Contact Manager, to expand and view the folder lists.

  3. In the Navigation Pane, under Personal Folders, click Contacts.

  4. In the Contacts list, select the contact you want to add, and then drag it into the Business Contacts folder, under Business Contact Manager.

     The contact is moved to the Business Contact folder.

  • Tip: When someone sends you an e-mail message containing an Electronic Business Card, you can right-click the card and add it to your Outlook contacts. Then, to add the card to your Business Contacts, select it and drag into the Business Contacts folder.

• Create a Business Contact from an Account record

  1. On the Business Contact Manager menu, click Accounts.

  2. Right-click the Account that you want to link a Business Contact to, point to Create, and then click New Business Contact for Account.

     Some information from the Account record is automatically added to the Business Contact record.

  3. Complete the Business Contact form.

  4. Click Save & Close.

     Tip: Another way to create and link a Business Contact record from an Account record is to open the Account record. Under Business Contacts, click Add. Click New, and then complete the Business Contact form.

• Create a Business Contact record from an e-mail message

  1. In your Inbox, click the e-mail message.

  2. On the Business Contact Manager toolbar, click E-mail Auto-link.

     In the E-mail Auto-link dialog box, the check box of the e-mail address is selected.

  3. Click OK.

  4. If you want to verify that a Business Contact record was created, on the Business Contact Manager menu, click Business Contacts, and then look for the name or e-mail address that you added.

     Tip: To ensure that e-mail messages to and from this Business Contact are included in the communication history for this record, in an e-mail message, in the Business Contact Manager group, click E-mail Auto-link.

• Import contacts from an Outlook Contacts folder

  1. On the File menu, point to Import and Export, and then click Business Contact Manager for Outlook.

  2. Click Import a file, and then click Next.

  3. Click Outlook Contacts folder, and then click Next.

  4. Follow the instructions in the Business Data Import and Export wizard.

     To get assistance while completing a page in the wizard, click Help on that page.

     Notes: 

     • 1. When you import Outlook Contacts into Business Contact Manager for Outlook, only the contact information is imported; attachments and distribution lists are not included.

       2. To import a specific contacts from your Outlook Contacts folder, in the Navigation Pane, under Personal Folders, double-click Contacts, and then drag one or more contacts to your Business Contacts folder.

       3. The Business Data Import and Export Wizard cannot be used to import a back up file created by using Business Contact Manager for Outlook 2003. Instead, restore the file by using the restore database feature in Business Contact Manager for Outlook 2007. For more information see, Restore data to a Business Contact Manager database.

  Notes: 

  • The option to create another Business Contact by using the New Contact from Same Company command is not available in Business Contact Manager for Outlook 2007.

  • A copy of a Business Contact record cannot be created from an existing Business Contact record.

  • An Outlook contact cannot be linked to a Business Contact or Account record.