Exporting your Transaction Point activities to Outlook or Outlook Express using iCalendar

Avoid having to perform double entries of your transaction activities by exporting the activities from Transaction Point to your Outlook or Outlook Express using the iCalendar feature.

Instructions:

Step 1

1. Open Transaction Point
2. Select Calendar from the link on the upper right side
3. Select export
4. Select the iCalendar option
5. Click OK

Step 2

1. On the pop-up screen, select the option to download the file. If you have a pop-up blocker, you will not see this screen.
2. Choose where to save the file. Save the file to your desktop or the My Document folder.
3. Go to Outlook or Outlook Express
4. Select File from the upper left side of your screen and then the Import/Export option.
5. Select next and then browse for the file name on your desktop or the My Document folder.
6. Double click on the file name.

All activities and events listed in Transaction Point will appear in your Outlook or Outlook Express calendar. Now you don't have to log in each time to find out what task is next or what task has to be completed. Since most PDAs and Pocket PCs synchronize with the client mail system.  Any new activities that are added will appear after syncing.

Carolyn Nelson, BSBM, NAR Certified REPA | Carolyn@OnlineREPA.com | www.OnlineREPA.com | Bus:  877.717.4491 | Fax: 866.590.2269