Once you've done your initial client data setup or import, you can maintain your records by quickly importing individual contacts from Gmail or Outlook.

From your Contacts page, click the Import from... link at the top:

Click the Add Contact button next to any contact you want to create in Intuit Practice Management. This option will show you a list of email addresses you have sent emails to, or received emails from, in Intuit Practice Management. You can then choose which email addresses you would like to add as a contact and from there you can continue adding any other contact details you require.


Did this answer your question?