vTip #49 - How to move contact records to Microsoft Outlook Method #2

InterActive vForms has an advanced feature allowing you to select borrowers or prospects from your loan origination software system and download this information quickly into Microsoft Outlook.

Once this data is in your contact management software system, this data becomes available for additional client referrals and marketing.

The more contacts you can accumulate in a contact management software program like Outlook, the more potential you have to advance your business referrals and professional marketing image.

If you have these contacts in Outlook, InterActive vForms will give you an edge over your competition.

Step 1: Export to the address book (WAB)

  1. Open vForms.
  2. Select the database you want to export from. (i.e. Borrowers, Prospects)
  3. Select the Contacts you want to move to Outlook.
  • To select all:
  1. Hold down the Ctrl key and press the A key.
  • To select a group of clients:
  1. Select the first person.
  2. Move your mouse down to the last client you want to add.
  3. Hold down the Shift key and click on the last client.
  • To select multiple individual clients:
  1. Select your first client.
  2. Hold down the Ctrl key, then click on the other clients you want to add.
  1. Select File, Export to, Address Book (WAB)...

The export function will take a while to run. It will go through each file you have selected and take the information from your clients and import them into your Windows Address Book. You will know when it is finished by looking at the bottom left of the vForms window. It will say Ready.

Step 2: Import to Outlook
  1. Open Microsoft Outlook.
  2. Click File, Import and Export...
  3. Choose Import Internet Mail and Addresses.
  4. Click Next.

  1. Select the Internet Mail application to import from: Outlook Express 4.x, 5.
  2. Check only Import Address Book.
  3. Click Next.

  1. Select destination for imported addresses: Outlook Contacts Folder.
  2. Select Allow duplicates to be created. (After you are finished you can go through and verify there are no duplicates. If there are duplicates you will be able to see which one is the most complete and delete the one you do not want.)
  3. Click Finish.

You now have successfully moved your client records to Microsoft Outlook.