TOPIC: Link to outlook

I would like my HIP client info to link to my Outlook contacts.

Can you explain a little more what you mean? I have it on my list to allow an export (.csv file) that you can use to import into outlook. Is that what you're referring to?

I split this topic off so it could be discussed separately.

me too

Scott, can you explain what exactly you mean by linking? You want to be able to export/import, or do you want to click on a user and their email opens in outlook?

I didnt look down at your post for your future plans. I am not bzy enough to worry about the link to .csv but it would be nice. I have found that no one really makes client entry easy from the call to schedule through all the documents, quick books, and a thank you card.

So you were referring to a csv file, or something else?