IMPORTING TO THE POCKET PC

This feature has two requirements:

1. The installation of Microsoft Outlook, it is included on the ActiveSync 3.1 disk that comes with the Hewlett Packard Pocket PC.

2. Inscomm Software version 6.5.1.5 (3-15-2002) or greater.

STEP 1 OPEN INSCOMM. You will need to export the clients you wish to import into your Pocket PC. To do this:

Open the Client List Report (Reports|Client List)

Choose a sort field (eg: selecting last name will make the list alphebetical by last name)

If you do not wish to export dependents, check the box exclude dependents. If you are pulling them out by the tag, in the include tag field type in that tag

Click on Process, when the process is finished you can view your list by clicking the View button

Click on Transfer

Give this list a name with no spaces, comas or dashes etc....

Click OK

Close Client List Report

STEP 2

Open Mass Mailing, click File|Mass Mailing

Click the Open icon on the mass mailing information screen

Select the list you just created from the client list report and Click OK

Click on Mass Mailing Menu at the top of the main menu and select Export

Check the Comma Separated Values and Click OK

Click Yes to "Include Field Names in First Record?"

Close Mass Mailing

EXIT INSCOMM

STEP 3 OPEN OUTLOOK

Click on Contacts on the left hand side

Click on File on the Menu Bar, Click on Import and Export …

Select "Import from another program or file" and Click on Next

Select "Comma Separated Values (windows)" and Click on Next

Under file to import, Browse for your newly created file (c:\Inscomm\MassMailing\filename)

Click on the file and Click on OK

Under options, Click "Replace duplicates with items imported" and Click Next

Highlight Contact and Click Next

Click on "Map Custom Fields"

Drag field name from the left to the matching field on the right

Field names can also be removed from the right to the left and the map can be cleared

Click OK

Click Finish

CLOSE OUTLOOK

CONNECT POCKET PC TO THE COMPUTER

SYNCHRONIZE

To remove the current list of contacts from the Pocket PC, delete all contacts in the Outlook Address Book, and synchronize the files The contact files in the Pocket PC and Outlook will both be empty