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- CRM General (3)
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Archive for December 2009
Saved by an add-on tool - Part 2
December 14, 2009 by Kendra Von Achen.
Not only is it difficult to get data out of Outlook for contacts, but it is equally as difficult to get your complete data back into Outlook contacts! The import tool that is a part of Outlook software does not allow you to pull in all fields, such as File As! I find this disturbing. Luckily, so do others, which is why there are add-on tools out there that allow you to import all necessary fields back into Outlook.
The one I found to be most useful and cost-effective is ContactGenie DataPorter (www.contactgenie.com). The company has a simpler tool called ContactGenie Importer but my computer was having issues with the process so I opted for the more complex program.
I thank the folks at ContactGenie for helping me get through my client project and make the client happy by allowing fields like File As to be imported correctly back into Outlook.
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Saved by an add-on tool
December 1, 2009 by Kendra Von Achen.
Today I had the pleasure of getting stuck by Outlook’s limitations for exporting contact data. Luckily, I enjoy a challenge, and sought help on the Internet. I did a search for tools that would help me export all contact fields from Outlook to Excel. After several different keyword attempts, I stumbled across a forum that had someone providing links to two tools to help with this task. The first one (which is also free) gave me EXACTLY what I was looking for, so I thought I’d share it with you, in case you face the same issue.
CodeTwo Outlook Export will allow you to select any Outlook folder on your computer and then select the fields you would like to have exported (in the order you want them exported in). The export can be done for Contacts, Calendar, Email, Posts, Tasks, Journal, and Notes. All of this for free! Sound too good to be true? I thought so! But it’s not. I tested it on a sample set of my data prior to using it on my client’s data, and it worked exactly as I hoped it would.
The program simply lives in Outlook as a button on your toolbar. When you’re in the folder you want exported, simply click the button, choose where to save the file, the type of file to save, and the fields you want exported, and you’re done.
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