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Business Notes

Outlook Developer Reference
Business Notes

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.

Bb267930.vs_note(en-us,office.12).gif  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.

  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();

    }
  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

See Also

About Communication History Items | Office Developer Center: Outlook 2007