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Export contacts to Outlook

Use the Export Contacts to Outlook screen to send clients and contacts you have set up in Practice CS to a folder of contacts in Microsoft Outlook or Outlook Express.
Sending contact information from Practice CS to Outlook maintains your most current client and contact information all in 1 place, eliminating the need to update contact information in multiple places. You can filter and sort the contact list to select which contacts you want to export to Outlook. You can also specify which Outlook folder you want to export to. Each time you export contact information, Practice CS updates any client information changed since your last export.
note
Whenever there's a difference between Outlook contact data and data that you export from Practice CS, the Practice CS data will be used. Therefore, you may want to make changes to contact information in Practice CS.
Follow these steps to export contacts to Outlook.
  1. Select
    File
    ,
    Export
    , then
    Contacts to Outlook
    .
  2. Select the Outlook folder you want to export contacts from Practice CS into.
  3. Filter the list of clients to make it easier to select those you want to export to Outlook. You can also sort the list by selecting any of the column headings.
    note
    The information displayed in the grid comes from the Contact Info tab of the Clients screen. Address information is from the designated primary address.
  4. Mark the checkbox for each client to export to the selected contacts folder in Outlook.
  5. Select
    Export Selected
    .

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Print