Managing contacts
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Managing Contacts. Adding Contacts in EDesk. Step 1. For Outlook users go to your Outlook Click on “File” and choose “Import/Export”. Step 2. A pop-up will appear and then select “Export to a File” click next. Step 3. Then select “comma separated values for Windows” and click next. Step 4.

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Presentation Transcript
Managing contacts

Managing Contacts

Adding Contacts in EDesk


Step 1
Step 1

  • For Outlook users go to your Outlook

  • Click on “File” and choose “Import/Export”


Step 2
Step 2

  • A pop-up will appear and then select “Export to a File” click next.


Step 3
Step 3

  • Then select “comma separated values for Windows” and click next


Step 4
Step 4

  • Then select your “Contacts” folder (this is the default for your contacts if they are located in a different folder make sure to select that folder) click next


Step 5
Step 5

  • Select a name for the file that will be exported, such as My contacts for EDesk and then click next.

  • On the following window click “Finish”


Step 6
Step 6

  • Go to the My Contacts tab on the left hand side of your EDesk desktop – select “Import Contacts”


Step 7
Step 7

  • Scroll to the bottom of that screen and you will see a place to import contacts. Click the browse button and you will be able to locate the file you just exported on your computer (most likely in the my documents section of your computer) Click Open and then “Upload File”


Success
Success!

  • You have now uploaded your contacts into EDesk! Whoo-hoo!!


Stay tuned for more tips and tools for edesk
Stay tuned for more Tips and Tools for EDesk

  • If you have questions or need any additional assistance you can visit www.mpaulsonfnf.com and click on “EDesk Tech Tips” or you can select a webex to attend from the many that are offered on the www.fidelityedesk.com or www.chicagoedesk.com sites. Be sure to email Klein Nguyen ([email protected]) if you want to sign up for one of those sessions.


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