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office:customer_relations_management:import_contacts [2010/07/08 16:35] 127.0.0.1 external edit |
office:customer_relations_management:import_contacts [2018/12/23 12:11] (current) |
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====== Import Contacts into the POS Database ====== | ====== Import Contacts into the POS Database ====== | ||
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+ | Importing contacts allows you to import all types of contacts into CCS. This applies to patients, customers, vendors etc. | ||
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+ | There are two ways to import into CCS. Outlook and .csv/.dat/.xls files. | ||
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+ | ===== Outlook Import ===== | ||
Office ToolBar - CRM - Outlook Import | Office ToolBar - CRM - Outlook Import | ||
This feature allows a user to import contacts from outlook. This is not a synchronization. All contacts, or selected contacts may be imported. | This feature allows a user to import contacts from outlook. This is not a synchronization. All contacts, or selected contacts may be imported. | ||
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+ | ===== File Import .csv/.dat/.xls files. ===== | ||
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+ | Inventory - Excel Import. | ||
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+ | ====== To add a new import sheet: ====== | ||
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+ | Press the add button, input the sheet name and assign the 'Type' column as "Contact." | ||
+ | {{:office:customer_relations_management:excelimportaddimport.png|}} | ||
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+ | ====== To add fields to the import sheet: ====== | ||
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+ | Simply select the fields, and press the add or remove arrow buttons. | ||
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+ | To Preview the Import, - select from the toolbar - File - View Import Sheet. This will show what data will be imported and verify the import file is being read correctly. | ||
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+ | ====== To Import the Contacts ====== | ||
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+ | Select File - Import. | ||
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