Intuitive Transport can import contact information from Microsoft Outlook, we chose MS Outlook because it can import from various other contact management programs.
TO ADD CONTACTS INDIVIDUALLY View Demo
Highlight ‘Contacts’ on the navigation window
Click the Add New button
Enter Contact Information in the appropriate fields, using the drop-down to select Contact Type *Note: Company Code must be unique
Click ‘Additional Tab’ to enter additonal information, such as Federal Id Number etc.
Click OK and the new Contact will be added to the List
TO IMPORT CONTACTS FROM OUTLOOK
· Click File
· Go to ‘Import/Export Contacts’
· Click ‘Import From Microsoft Outlook’
· Click Yes
Note currently Intuitive Transport will import all of your contacts and therefore you must edit them once they have been imported, you will need to delete the items you do not desire in the system as well as add additional information for some of the contacts i.e. EIN Number and SCAC Code. You can also edit Company Codes for imported contacts
