Step 2 A pop-up will appear and then select “Export to a File” click next.
Managing Contacts
Adding Contacts in EDesk
Step 1
For Outlook users go to your OutlookClick 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
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
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
Go to the My Contacts tab on the left hand side of your EDesk
desktop select Import Contacts
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!
You have now uploaded your contacts into EDesk! Whoo-hoo!!
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.
