Mark Mostrom
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« on: May 21, 2008, 09:31:42 PM » |
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I would like my HIP client info to link to my Outlook contacts.
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« Last Edit: May 21, 2008, 09:43:33 PM by Dominic Maricic »
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Dominic Maricic
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« Reply #1 on: May 21, 2008, 09:44:13 PM » |
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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.
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Scott W
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« Reply #2 on: August 15, 2008, 04:34:16 PM » |
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me too
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Dominic Maricic
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« Reply #3 on: August 15, 2008, 04:46:13 PM » |
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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?
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Scott W
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« Reply #4 on: August 15, 2008, 05:40:47 PM » |
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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.
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Dominic Maricic
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« Reply #5 on: August 15, 2008, 05:43:15 PM » |
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So you were referring to a csv file, or something else?
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Scott W
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« Reply #6 on: August 15, 2008, 05:47:28 PM » |
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yes csv
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