The Local Address Book


The local address book can be filled with email addresses of your choice. The option is not available when accessing the email program from data entry.

    1. From the Email – Inbox window, click Address Book to open the "Edit Address Book" dialog box.
    2. Click Add to open the "Email Address Book" dialog box.
    3. Enter first name, last name, and email address.
    4. Click Save.
    5. Click Done.

 

You can also import addresses from a spreadsheet into your Local Address Book. Your spreadsheet must have the proper headings before you can run the import.


To create a file to be imported


    1. Using a spreadsheet program (such as Microsoft Excel), create three columns: Last Name, First Name, and Email Address.
    2. Enter last names, first names, and email addresses of all clients to be imported.
    3. Click File > Save As. (Microsoft ® Office 2007/2013 users click the Office button at the top-left corner and select Save As.)
    4. Choose a location to save the file.
    5. Assign a file name.
    6. From the Save as type drop list, select CSV (Comma delimited) (*.csv).
    7. Click Save.


To import the file into your Local Address Book


    1. From the Email – Inbox window, click Address Book to open the "Edit Address Book" dialog box.
    2. Click Import.
    3. From the Import Address Book File window, browse to the address book file and double-click it, or select it and click Open.
    4. Click OK.

 


Note

To delete an address from the Local Address Book, select it and click DELETE.