Business Projects_"Link to" Vs. "Add" buttons

T

TonyaG

Outlook 2007 w/BCM, Windows XP Professional
I am new to this community as well as Outlook BCM. Have used Outlook for
years but we're just starting to put together a database for all of our
clients and potential marketing targets.

I'd like to know what the difference is between the link to and "add"
buttons. It seems in a business project that you can not only link to a
business contact but then you can also "add" a' contact below. How does this
work? Should you only be using the "link to" button for accounts?

I'm just trying to get a feel for how this works and how others are using
it. It seems that the demo's that microsoft has listed online are not all
that helpful and are very general.

Any information or advice you have would be greatly appreciated.
 
L

Luther Blissett

Outlook 2007 w/BCM, Windows XP Professional
I am new to this community as well as Outlook BCM.  Have used Outlook for
years but we're just starting to put together a database for all of our
clients and potential marketing targets.

I'd like to know what the difference is between the link to and "add"
buttons. It seems in a business project that you can not only link to a
business contact but then you can also "add" a' contact below.  How does this
work? Should you only be using the "link to" button for accounts?

I'm just trying to get a feel for how this works and how others are using
it.  It seems that the demo's that microsoft has listed online are not all
that helpful and are very general.

Any information or advice you have would be greatly appreciated.

You link to existing contacts, and add new contacts.
 

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