Your Insurance Office Help

[VolAgent]

You mean the same Jacqueline that doesn't answer her phone or respond to email?

I'm not only disappointed in her, but hurt as well.

Rick

Why? She lost her husband. Now his second wife, insurance, is calling up and wanting to be BFFs. Have you ever stopped to consider how she might feel about all this? We lost a friend and a mentor, she lost her partner and husband. Let her handle her loss however she wants.

 

[sman]

You mean the same Jacqueline that doesn't answer her phone or respond to email?

I'm not only disappointed in her, but hurt as well.

Rick

Well she obviously has no problem cashing the checks. Maybe you should stop sending those and see if you get a call.

 

[GreenSky]

Why? She lost her husband. Now his second wife, insurance, is calling up and wanting to be BFFs. Have you ever stopped to consider how she might feel about all this? We lost a friend and a mentor, she lost her partner and husband. Let her handle her loss however she wants.

She's had more going on than that but the question was about YIO.

My hurt is not about YIO. It's the fact that we were friends and now she has chosen to treat me like a stranger.

It's her life and I hope she moves forward.

Well she obviously has no problem cashing the checks. Maybe you should stop sending those and see if you get a call.

We're sending the checks because that's what Frank would want and to be honest, what we want as well.

Rick

 

[radiusbob]

I have YIO on 3 pc's. I am upgrading to a windows 8 tablet.

Is there a way to ouput YIO data to excel?

Also anyone here of any progress from Frank's wife?

Documentation on the YIO Site:

Exporting Client and Prospect Data to Microsoft Excel.
Version 5.0 will export all Client and Prospect data to Excel or any other program that accepts CSV format with the exception of information in the Comment box.
Open Mail Merge from the Main Menu and click on the button that says "Export Data". That will open up the "My Documents" window. We suggest you save it to your Desktop instead of "My Documents", it will make it easier to find. Give the file a name you can easily remember like "YIO Excel Import" and the date. Click "Save". Close or minimize YIO and go to your Desktop and double click on the icon you have just added.

"Your Insurance Office" will export data to any program that will accept Comma Separated Value (CSV) format.

N0TE: Working with your data in Excel is not a support function of "Your Insurance Office". If you have questions about using Excel please contact Microsoft.
Here is the Link: User Guide - Insurance Sales Contact Management Software

But you'll have to do one for 'Leads - All' and one for 'Clients - All'

And Notes / Conversations do not export in YIO V.5