Converting from a Comma Separated Values (CSV) Format
August 18th, 2009
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Converting from a Comma Separated Values (CSV) Format to Agent Office.
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Categories: Importing and Exporting Contacts
Archive
Archive for the ‘Importing and Exporting Contacts’ Category
Importing from Top Producer 6
August 18th, 2009
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How to import contacts from Top Producer 6 (six), the Windows-based version of Top Producer, into Agent Office.
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Categories: Importing and Exporting Contacts
Importing from Comma Separated Values (CSV) Formatted Databases
August 18th, 2009
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Importing from Comma Separated Values (CSV) Formatted Databases into Agent Office.
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Categories: Importing and Exporting Contacts
Locating Your CSV File to Import
August 18th, 2009
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Locating your CSV file to Import to Agent Office.
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Categories: Importing and Exporting Contacts
Mapping Fields to Import
August 18th, 2009
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How to map fields to import into Agent Office.
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Categories: Importing and Exporting Contacts
Checking for Random Fields to Import
August 18th, 2009
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How to check for random fields to import to Agent Office.
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Categories: Importing and Exporting Contacts
Importing Categories
August 18th, 2009
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How to import categories into Agent Office.
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Categories: Importing and Exporting Contacts
Importing More Than Four Phone Numbers
August 18th, 2009
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How to import more than four phone numbers into Agent Office.
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Categories: Importing and Exporting Contacts
Importing Notes
August 18th, 2009
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How to import notes into Agent Office.
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Categories: Importing and Exporting Contacts
Setting Import Defaults
August 18th, 2009
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How to set up import defaults within Agent Office.
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Categories: Importing and Exporting Contacts
Performing the Import
August 18th, 2009
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How to import contacts to Agent Office.
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Categories: Importing and Exporting Contacts
Verifying the Import
August 18th, 2009
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How to verify the import of contacts into Agent Office.
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Categories: Importing and Exporting Contacts
Searching and or Deleting Imported Contacts
August 18th, 2009
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How to search and/or delete imported contacts.
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Categories: Importing and Exporting Contacts
Importing Website Leads with V-card Attachments
August 18th, 2009
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How to import website leads with V-card (vcard) attachments into Agent Office.
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Categories: Importing and Exporting Contacts
Recording the Source of a V-card Import
August 18th, 2009
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How to record a the source of a v-card (vcard) import.
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Categories: Importing and Exporting Contacts
Exporting Contacts from Agent Office
August 18th, 2009
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How to export contacts from Agent Office.
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Categories: Importing and Exporting Contacts