CRM Business Deals 2.0 - Importing Contact Data from Addressbook

iPad addressbook
iPad addressbook

Utilizing iPad Address book import

A well managed iPad address book leads to an easy way of importing contact data into Business Deals.

 

The 'Customer Manager View' started with the '+' button of the 'Customer Selection View' let appear the 'addressbook'-button.  Click it and all existing contacts of your the address book appears. Business Deals will import the contact data.

 

Due to wide possibilities of the iPad-Address book database, especially for phone, eMail and address information, Business Deals will focus on the respective labels according the below described crossreference rules:

 


Crossreference between iPad Addressbook labels and Business Deals customer entries


Phone label in Addressbook


main =

 

iPhone =

 

mobile =

 

Address label in Addressbook

 

work =

 

private =

 

others =

 

in Business Notes Customer Manager


Phone number

 

Mobile 1

 

Mobile 2

 

in Business Notes

 

Visiting address

 

Central Address

 

Shipping Address

 


Hint: if you create a contact manually within the Customer Management sheet, the apps' original addresslabel will be transferred into your addressbook.