To export your AccountRight cards to your Outlook contacts
1 Go to the Card File command centre and click Cards List. The Cards
List window appears.
2 Click Synchronise Cards. The Synchronise Cards window appears.
3 Click Next. The Import and Export Options window appears.
4 Select the card types that you want to synchronise.
NOTE:
You can synchronise cards from any of the Cards List views
(Customer, Supplier, Employee and Personal) The default card type
selected varies according to the tab you are on when you click
Synchronise Cards.
5
If you want to include inactive cards in your synchronisation, select
the Export inactive cards option.
6
Select a synchronisation rule from the Update Rules list.
7
If you want to save your AccountRight cards to your Outlook
contacts default folder (you need to do this to synchronise your
Outlook contacts and your PDA or mobile device), or if you want to
export your AccountRight custom fields to your Outlook contacts,
click Settings. The Settings window appears.
a.
If you want to synchronise your Outlook contacts and your PDA
or mobile device, select the Synchronise cards using the default
Outlook contacts folder option.
b.
If you want to export your AccountRight custom fields to your
Outlook contacts, select a matching Outlook contact field for
Custom Field 1, Custom Field 2 and Custom Field 3.
c .
Click OK. The Import and Export Options window reappears.
8
Click Export. The export process starts. Depending on the version of
Microsoft Outlook you use, and the synchronisation update rules
you have chosen, the following messages and windows may appear:
9 When the export process is complete, the Synchronisation results window appears.
10 Review the results.
11 If you want to view the log file that details the exported records, click the link in the Synchronisation results window.
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