Creating and Using Accounts

Business Contact Manager also adds accounts as a new type of Outlook 2007 item. An account is generally synonymous with a customer, but you might have different accounts for a single customer. To create a new account, double-click in an empty area of the Accounts folder. You can also click New on the toolbar with the Accounts folder open or choose File, New, Account.

As Figure 19-18 shows, the General page for an account includes a name to identify the account, address, phone numbers, and several other items. An account also includes the same Classification information as a contact, including the name of the primary contact assigned to the account. It also enables you to associate multiple contacts with the account. ...

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