How to Use The Business Contact Manager In Microsoft Outlook 2007
A clients contact information is one of the most valuable assets of any business. The more efficient you are with maintaining accurate account information, the better the service you can provide to your customer. With Business Contact Manager, you can organize all your current and potential contact information and manage the information more efficiently. By utilizing Business Contact Manager with your existing account records information, you can assemble all the information regarding your business accounts in one place to help you provide better customer service.
The more efficient you are with maintaining accurate account information, the better the service you can provide to your customer. By utilizing Business Contact Manager with your existing account records information, you can put all the information about your business accounts in one place to help you provide better customer service. To create a new account record, go to "Business Account Manager", click "Menu" and click "Accounts" on the tool bar click "New". Type the information in the account form. You can also connect communication history items such as appointments, business notes, e-mail messages, files or tasks to your account records to have a more inclusive representation of the activity in your accounts. You can link multiple contacts with one account, this will save you the trouble of having to look up each contact on the same account separately in the "Business Context" section, click "Add" and enter criteria in the search box or select a contact from the list then click "OK". Your contact now appears on the business contacts list. After you are done adding your list of contacts, click "Save" then "Close".
If you want to create multiple records, click "Save" and "New" to save the current contact information and open a new form. To save your new contact on the business contact data in the "Action" section , click "Save" and "Close". Business Contact Manager automatically tracks all e-mail sent to or received from business contacts e-mail messages are automatically synced to the business contacts and can be opened from the history tab on the business contact.
If you want to place a call to an account, just right-click the account record and then click "Call Account" from the shortcut menu, a new call dialog box appears and displays the accounts phone number. To send an e-mail message to the account, there's no need to create a new message from Outlook. Right-click the account record, select "Point to Create" then click "New Message to Accounts". A new e-mail message opens with the address specified in the accounts e-mail field an account also offers a unified view of all interactions you have had with all associated business contacts. To view it, click "History" on the account form.