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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.