Business Notes

Article
10/03/2006

You can create a Business Note object and immediately add it to an Account, Business Contact, Opportunity, or Business Project object. A business note in Business Contact Manager for Outlook is not the same as a note in Outlook, which is basically an electronic notepad. In contrast, a business note can store the subject of the note, the name of the person who created it, and comments about the Account, Business Contact, Opportunity, or Business Project.

Note To associate a Business Note object to multiple entities, you must create multiple objects.

The following C# and Visual Basic for Applications (VBA) examples show how to create a new business note and associate it with a new Account object.

C#

  private void CreateBusinessNote()
        {

            Outlook.ApplicationClass _app = new Outlook.ApplicationClass();
            Outlook.Application olApp = (Outlook.Application)_app;
            Outlook.NameSpace olNameSpace = _app.GetNamespace("MAPI");
            Outlook.Folders folders = olNameSpace.Session.Folders;
            Outlook.Folder bcmRootFolder = (Outlook.Folder)folders["Business Contact Manager"];

            Outlook.Folder accountsFolder = (Outlook.Folder)bcmRootFolder.Folders["Accounts"];
            Outlook.ContactItem newAccount = (Outlook.ContactItem)accountsFolder.Items.Add("IPM.Contact.BCM.Account");

            newAccount.FullName = "Wide World Importers";
            newAccount.FileAs = "WWImporters";
            newAccount.Save();
            string accountEntryID = newAccount.EntryID;

            Outlook.Folder historyFolder = (Outlook.Folder)bcmRootFolder.Folders["Communication History"];

            Outlook.JournalItem journalItem = (Outlook.JournalItem)historyFolder.Items.Add("IPM.Activity.BCM.BusinessNote");
            journalItem.Type = "Business Note";
            journalItem.Subject = "Discussion with Sales Manager";
            journalItem.Body = "As per the discussion on 23-Jun-2005, we agreed to give 15% on our products";

            if (journalItem.UserProperties["Parent Entity EntryID"] == null)
            {
                Outlook.UserProperty userProp = journalItem.UserProperties.Add("Parent Entity EntryID", Microsoft.Office.Interop.Outlook.OlUserPropertyType.olText, false, false);
                userProp.Value = accountEntryID;
            }

            journalItem.Save();

        }

VBA

  Sub CreateBusinessNote()

   Dim olApp As Outlook.Application
   Dim objNS As Outlook.NameSpace
   Dim bcmRootFolder As Outlook.Folder
   Dim olFolders As Outlook.Folders
   Dim bcmAccountsFldr As Outlook.Folder
   Dim bcmHistoryFolder As Outlook.Folder
   Dim newAcct As Outlook.ContactItem
   Dim newBusinessNote As Outlook.JournalItem

   Set olApp = CreateObject("Outlook.Application")
   Set objNS = olApp.GetNamespace("MAPI")
   Set olFolders = objNS.Session.Folders
   Set bcmRootFolder = olFolders("Business Contact Manager")
   Set bcmAccountsFldr = bcmRootFolder.Folders("Accounts")

   Set newAcct = bcmAccountsFldr.Items.Add("IPM.Contact.BCM.Account")
   newAcct.FullName = "Wide World Importers"
   newAcct.FileAs = "Wide World Importers"
   newAcct.Email1Address = "someone@example.com"
   newAcct.Save

   Set bcmHistoryFolder = bcmRootFolder.Folders("Communication History")

   Set newBusinessNote = bcmHistoryFolder.Items.Add("IPM.Activity.BCM.BusinessNote")
   newBusinessNote.Subject = "Business Note associated with Account"
   newBusinessNote.Type = "Business Note"
   
   If (newBusinessNote.UserProperties("Parent Entity EntryID") Is Nothing) Then
        Set userProp = newBusinessNote.UserProperties.Add("Parent Entity EntryID", olText, False, False)
        userProp.Value = newAcct.EntryID
   End If

   newBusinessNote.Save

   Set newBusinessNote = Nothing
   Set newAcct = Nothing
   Set bcmHistoryFolder = Nothing
   Set bcmAccountsFldr = Nothing
   Set bcmRootFolder = Nothing
   Set olFolders = Nothing
   Set objNS = Nothing
   Set olApp = Nothing

End Sub

Business Notes

C#

VBA

See Also

Additional resources