Thank you very much, your advice worked fine. I think I'll end up getting your book ...
For those who are interested, here is the link for the Plan B. you mentioned.
http://blogs.msdn.com/bcm/archive/2007/02/28/add-outlook-toolbar-buttons-to-send-letters-and-e-mail-to-business-contacts.aspx
By the way, this blog is a goldmine ...
"Lon Orenstein" wrote:
[Quoted Text] > The easiest way to link is from the Business Contacts or Accounts view. > Right click on the contact, choose Create, New Linked File for Business > Contact, then browse to the file on your hard drive and select it. You'll > then see it in Communication History. > > If you go to the BCM Team Blog, there is some VBA macro code there that puts > a button on your toolbar to add a Note or create a Marketing Campaign. You > could modify that to link a file and then have a button on the toolbar to do > it. That's Plan B. > > HTH, > Lon > > ___________________________________________________________ > Lon Orenstein > pinpointtools, llc > Lon[ at ]pinpointtools.com > Author of Outlook 2007 Business Contact Manager For Dummies > Author of the eBook: Moving from ACT! to Business Contact Manager > 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 > www.pinpointtools.com > > > "Michael BYRD" <MichaelBYRD[ at ]discussions.microsoft.com> wrote in message > news:6EF8F029-49C7-4ED4-B761-062EE1CB9EA8[ at ]microsoft.com... > >I would like to link letters sent by snail mail and made with MSWord or > > invoices made with Excel to a BCM account. > > > > Is there a way to customize the Ribbon or to add a "Link to..." BCM button > > ? > > > > Thanks fo your help. > > > > > > Michael > >
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