Users can import contacts from other applications to add to Personal, Customers, Suppliers or Prospects Address Book.
To import contacts:
- Click on Administration (indicated by the red oval)
- The Manage screen appears. Double click on the Address Book name
- The following screen appears. Click on the Import tab
- The following page is displayed
- Select the file type from the drop down menu (indicated by the green oval)
- Select whether the imported data is to be included in Contacts or Companies (indicated by the blue oval)
- Click on Continue (indicated by the red oval)
- The Import dialog pops up. Click on Browse and select the file to be uploaded
- The following screen appears. Click on Import
- The Records imported successfully message pops up. Click
- Click Ok to close the dialogs
- The contacts are successfully imported to the specified Address Book