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 ...

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