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 22.214.171.124 (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....
Close Client List Report
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
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
CONNECT POCKET PC TO THE COMPUTER
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