- Importing V-card & CRM
- Posted by Heap on September 11th, 2006
Hello everyone,
I apologize in advance if this sounds simple, but it’s driving me crazy! I
would like to know when someone emails me their V-Card, how do I put that in
CRM 3.0 without retyping everything! It can be done really easily in outlook
by simply clicking on the V-card to view it, and then hitting save.
If anyone can answer this question, I would much appreciate it.
Thank you in advance!
Heap
- Posted by MattNC on September 11th, 2006
Once you've saved the contact's v-card to Outlook, open it and click "Track
In CRM" -- assuming you have the Outlook client for CRM installed.
--
Matt Wittemann, CRM MVP
http://icu-mscrm.blogspot.com
"Heap" wrote:
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