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Title: Link to outlook Post by: Mark Mostrom on May 21, 2008, 09:31:42 PM I would like my HIP client info to link to my Outlook contacts.
Title: Re: Link to outlook Post by: Dominic Maricic on May 21, 2008, 09:44:13 PM Can you explain a little more what you mean? I have it on my list to allow an export (.csv file) that you can use to import into outlook. Is that what you're referring to?
I split this topic off so it could be discussed separately. Title: Re: Link to outlook Post by: Scott W on August 15, 2008, 04:34:16 PM me too
Title: Re: Link to outlook Post by: Dominic Maricic on August 15, 2008, 04:46:13 PM Scott, can you explain what exactly you mean by linking? You want to be able to export/import, or do you want to click on a user and their email opens in outlook?
Title: Re: Link to outlook Post by: Scott W on August 15, 2008, 05:40:47 PM I didnt look down at your post for your future plans. I am not bzy enough to worry about the link to .csv but it would be nice. I have found that no one really makes client entry easy from the call to schedule through all the documents, quick books, and a thank you card.
Title: Re: Link to outlook Post by: Dominic Maricic on August 15, 2008, 05:43:15 PM So you were referring to a csv file, or something else?
Title: Re: Link to outlook Post by: Scott W on August 15, 2008, 05:47:28 PM yes csv
Title: Re: Link to outlook Post by: Dominic Maricic on August 15, 2008, 06:24:22 PM Ok
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