Are you getting the most out of your contact information? Each customer and vendor can have up to 99 contacts. Besides the obvious uses, this information can be used for emailing, sending UPS tracking information and updating contacts on other systems. Updating contacts on other systems is what we will be covering in this post. Examples of other systems would be:
- Google Plus
- Web Based Newsletter
To export customer contacts, use the Export Contacts for Outlook on the A/R Import/Export File Menu. For vendor contacts, use the Export Contacts for Outlook on the A/P Import/Export File Menu. Both programs have numerous options for exporting. A new file format, vCard (format for electronic business cards) has just been added to both contact exports.