Contacts / Contractor List

for questions and conversations regarding estimating projects with The Assistant Estimating System
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artek
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Joined: Wed Jan 09, 2008 6:24 pm

Contacts / Contractor List

Post by artek » Wed Feb 13, 2008 2:48 pm

Can I import my current contacts list in Outlook instead of re-typing all the info into Gen 2 one contact a time?

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John Whitling
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Post by John Whitling » Wed Feb 13, 2008 5:30 pm

Yes, there is a way. First export your list to an Excel file. In our system every contact must have a personal name and company name, along with salutation (Dear Tom, etc).

After you have your Excel file completed start Gen 2, then go to Window|Show, and select AMSLibrary. You should see a white background at that point. Then go to Edit|Go to and choose "contact list:a1" from the box in the lower right.

Copy and paste your entries from the Excel sheet in the contact list.

When you are complete go to Edit|Go to and in the reference area type IU:A1. Then you should see a plain white background again. Then go to File|Save.

I think that will give you the results you want.

artek
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Post by artek » Wed Feb 13, 2008 7:32 pm

Yes, Yes, very nice.

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John Whitling
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Joined: Tue Dec 04, 2007 6:14 pm

Post by John Whitling » Wed Feb 13, 2008 11:49 pm

Glad it worked for you!

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