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Introduction
Resolution Steps


Directions for Customers Using the Ajax Interface


    • Importing Contacts
      • Select Preferences tab
      • From the left navigation bar, find Import/Export
      • Under Import, click Browse
      • Select the file containing contacts from the email program
      • Choose the destination address book folder
      • Webmail automatically detects the file type and imports it appropriately

       

    • Exporting Contacts
      • Select Preferences tab
      • From the left navigation bar, find Import/Export.
      • From the type list, select Account Contacts
        • Other choices like Yahoo, Outlook, Windows Live contacts add formatting for import to those programs
      • Under Source, click the address book All Folders
      • A download window appears

       

 

Directions for Customers Using the HTML Interface


    • Importing Contacts
      • Select Preferences tab
      • From the top navigation bar, find Address Book tab
      • Click into the manage address books page
      • Locate the appropriate Address book in left navigation
      • Click on Browse to select the file containing the contacts
      • Import to the appropriate Address book

       

    • Exporting Contacts
      • Select the Preferences Tab
      • From the top navigation bar, find Address Book tab
      • Click into the manage address books page
      • Locate the appropriate address book in left navigation
      • Click on Export to link

           

     

    Additional Information
    Commercial Agent Steps
    Financial Agent Steps
    Management Steps
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