| Importing Clients' Information |
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Before importing your clients into Client Track, you must export your clients' information
first from one of the software packages listed on the left side of the menu. |
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| Follow the instructions below on how to export your clients' information into a text/CSV file. |
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| Exporting Clients From MS Outlook |
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| STEP 1 |
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| From the main menu in Client Track, go to 'File' > . |
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| STEP 2 |
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| Select and click .. |
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| STEP 3 |
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| 1) Select (2nd option). |
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| 2) Click . |
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| STEP 4 |
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| Select the settings you want when importing contacts and click . |
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| STEP 5 |
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| 1) Check off the contacts you want to synchronize with and click . |
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| 2) After synchronization is complete, save the scheme (optional) and click . |
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