SELECT FROM THE
MENU BAR CONTACTS THEN IMPORT CONTACTS
It is a good
idea to have your user definable fields setup before you proceed with
prompts you to select a file type to import.
You can use text, access, excel and lotus formatted files to
import. The text file
must be an ASCII file that is comma delimited or commonly called a CSV
Then the system
questions you whether or not the first record contains the names of
the fields. The header or
first record will automatically name the field for the import.
Then you will
match the fields from the import file to fields in the contact
database. You can match
the imported fields which are in the list on the left hand side of the
field with the fields in the Agencyware Database.
On the bottom
of that screen you will notice the capability to assign certain
required fields to records in the import that may not have this field
in the import file. For
Instance if an import does not have a sales rep assigned the system
will give the sales rep that is in on this screen. But also if you use the territory setup to assign territories
the system will automatically assign territories and sales reps to
those imports as well based upon the territory setup.
SELECT FROM THE
MENU BAR CONTACTS THEN EXPORT CONTACTS
The export function
found in AGENCYWAREalso creates an ASCII file.
Almost all database applications, office suite programs and
word processors can read an ASCII file.
criteria select pull down list to select a field you want to query.
Then select the criteria select button to bring up the list of
operators to generate a query option.
For instance, an operator is greater than or equal to. Enter
the criteria data in the appropriate area.
You will notice
all the selection criteria you have created in the lower window.
fields that you want in your export file
Name your file
in the field found on the bottom of the screen.
Make sure the file is in a path that exists on your computer.
Select the Export
button to create the file.