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.
- From the Email – Inbox window, click Address Book to open the "Edit Address Book" dialog box.
- Click Add to open the "Email Address Book" dialog box.
- Enter first name, last name, and email address.
- Click Save.
- 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
- Using a spreadsheet program (such as Microsoft Excel), create three columns: Last Name, First Name, and Email Address.
- Enter last names, first names, and email addresses of all clients to be imported.
- Click File > Save As. (Microsoft ® Office 2007/2013 users click the Office button at the top-left corner and select Save As.)
- Choose a location to save the file.
- Assign a file name.
- From the Save as type drop list, select CSV (Comma delimited) (*.csv).
- Click Save.
To import the file into your Local Address Book
- From the Email – Inbox window, click Address Book to open the "Edit Address Book" dialog box.
- Click Import.
- From the Import Address Book File window, browse to the address book file and double-click it, or select it and click Open.
- Click OK.
Note
To delete an address from the Local Address Book, select it and click DELETE.