Book Image

Implementing SugarCRM

By : Michael Whitehead
Book Image

Implementing SugarCRM

By: Michael Whitehead

Overview of this book

<p>SugarCRM is a popular customer relationship management system. It is available in both free open source and commercial versions, making it an ideal way for small-medium business to try out a CRM system without committing large sums of money. Although SugarCRM is carefully designed for ease of use, attaining measurable business gains requires careful planning and research. This book distils hard won SugarCRM experienced into an easy to follow guide to implementing the full power of SugarCRM. SugarCRM is an extensive PHP/MySQL based application but with its rich administration interfaces no programming is required to get the most of it.</p> <p>This book will give you all the information you need to start using this powerful, free CRM system. Written by veteran SugarCRM expert and experienced documentation author, Michael J. Whitehead, this book is the definitive guide to implementing SugarCRM. Whether you are wondering exactly what benefits CRM can bring, or you have already learned about CRM systems but have yet to implement one, or you're working with SugarCRM already; this book will show you how to get maximum benefit of this exciting product.</p>
Table of Contents (18 chapters)
Implementing SugarCRM
Credits
About the Author
About the Reviewer
Preface
Index

Export Contacts from Your Current Contact Manager


We will use Outlook 2003 as an example of exporting contact manager data. Other systems tend to work in similar ways.

  1. Under the File menu, select Import and Export. The Import and Export Wizard dialog box is then displayed.

  2. Select the action Export to a file, and click the Next button.

  3. Choose to create a file of the type Comma Separated Values (Windows), and click on the Next button.

  4. Select an Outlook folder from which to export—typically your contacts folder—and click the Next button.

  5. Enter the filename and directory location for the exported file to be created, and click the Next button.

  6. Confirm your intention to export this file by clicking on the Finish button.

  7. The desired .CSV file is then created by Outlook 2003. You can view the file easily, using Microsoft Excel or a simple text editor, to confirm that the data you intended has been exported.