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To import a prospect file

  1. Select Utilities > Reports and Queries.
  2. Select Data Import from the Report Types list.
  3. Select Import data into the Prospect table from the Available Reports list.
  4. Click Run. A confirmation message displays.
  5. Click Yes. The Select import file window displays.
  6. Select the prospect import file.
  7. Click Open. The Prospect Import - Set Values window opens.
  8. (Required) Enter the Prefix for Imported IDs. This value must be 1-5 alpha characters. For example, PROSP. (This value will display in the Customer Portfolio window as part of the ID field.)
  9. (Required) Enter the Imported List Code. (This value will display in the Customer Portfolio window in the Member Type field.)
  10. Click Save. A DOS window displays a confirmation message.
  11. Press any key to continue. The file is imported.
  12. Press any key again when the file has imported successfully.

See Also

Importing Prospect Records


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