Create new contact list for all in firm to see and use

J

JCC Assistant

How do I create new "master" client contact list for everyone in our firm to
access and update at anytime? We are using Outlook 2003. I also need to
know how to download contact information from Quickbooks and Quickbooks
Client Manager into the new contact list - I'll post this question by itself
too.
 
S

Sue Mosher [MVP-Outlook]

If you have Exchange, a new public folder to hold contact items would be the quick solution

The answer to the Quickbooks question depends on what format Quickbooks can export to, but in general, you'd import into a blank contacts folder in your mailbox then move the contacts into the public folder.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top