I.R.I.S. Cardiris Pro 5 User Manual

Page 70

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Chapter 6 – Recognizing business cards

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Categories are also available for export. They can be exported as
cvs, xml, html and excel files and sent to Microsoft Outlook 2003
and 2007. When exporting to Microsoft Outlook, the categories are
created on the fly in Microsoft Outlook as far as they don't already
exist.

Note: categories are an intrinsic part of a Cardiris database. When
you merge two databases, the categories from both databases will
be added up. In other words, the merged database will contain both
the categories from the first databases as well as those of the second
database. Duplicate categories will be merged into a single one.

Note: when exporting contacts that contain categories to Microsoft
Dynamics CRM
, the categories will be added to the Notes field in
CRM 3, 4 and 2011 Server and in the Notes and Activities section
in CRM Online.

Note: when exporting contacts that contain categories to Salesforce
CRM
, the categories will be added to the Description field in
Salesforce.

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