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Link To Business Contact Manager Record. Please post back if. Best for quotes and invoicing.
It is a database for the communications you make daily including names addresses emails and phone numbers. If using Outlook 2013 to heck if Business Contact Manager is enabled. I click the Electronic Mail link on the right side and get the popup window Merge to Email where I name the subject.
Set Outlook as your default email program.
Link an item in Outlook to a Business Contact Manager for Outlook record. You can add new accounts contacts vendors and more. Prior to opening a records management business in your area its a good idea to see how many competitors you have. Cannot Link to Record.