You can also link Office documents related to an account directly to the account record in the BCM. This allows you to link Word documents (such as letters ), Excel workbooks, PowerPoint presentations, and Access databases to an account. This makes it very easy to find these documents when you need them because you can open them from the account.
To link an item to an account, follow these steps.
You can add additional documents to the account as needed. When you want to open a file linked to the account, double-click the file in the Account history box. The file will open in the appropriate Office application.