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Select an Outlook folder

Select an Outlook folder for exporting contacts or searching for client email messages.
Use the
Select Folder
window to:
  • Select the Outlook folder to export your Practice CS contacts to.
  • Select the Outlook public folder that Practice CS uses when searching for client email messages.
To open the
Select Folder
window, do one of the following:
  • To export contacts, go to
    File
    Export
    Contacts to Outlook
    , then select the More button for the
    Export Contacts to Outlook folder
    field.
  • To set up a public folder, go to
    Setup
    System Configuration
    Outlook
    Public Folder
    . In the
    Outlook Public Folders
    window, mark the
    Access Outlook Public folder
    checkbox, then select the More button button.

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