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7.
8.
9.
10. Click
C
8. U
T
HAPTER
SING
contacts can be identified when they call. For more information, see "Teaching
TeleVantage to recognize your contacts" on page 16-7.
If you are importing a .CSV file that was created by TeleVantage, go to step 10.
If you are importing contacts from another application and have not previously
mapped the fields, click
opens using the default map, showing the first contact record to be imported, and how
the existing fields will be mapped to TeleVantage fields.
If you have saved a different map and want to use it, click
Otherwise, map the fields manually as follows:
Check
First record contains field names
.CSV file's first record consists of the names of fields. Then drag fields or values
from the left pane (the .CSV file) to the fields in the right pane (TeleVantage
contacts) in which you want the values to appear. Drag unwanted field mapping
from the right pane to the left pane to clear them.
Click
or
Previous
map.
Click
to remove all mapping from the right pane.
Clear Map
Click
Default Map
Click
to save the current mapping to a new file (this can be useful if you
Save Map
regularly import contacts from several different sources). If you do not click
, the default map is saved when you click
Map
When you are finished mapping fields, click
map are saved for future importing.
in the Import and Export Wizard, and then click
Next
.CSV file are imported.
V
V
P
ELE
ANTAGE
IEW
OINT
Map Custom Fields
to view other records in the .CSV file to see how they will
Next
to restore the default mapping.
. The Map Custom Fields dialog box
Load Map
at the bottom of the dialog box if the
.
OK
. Any changes to the default or custom
OK
. The contacts in the
Finish
and select it.
Save
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