Chapter 5 – Managing Users, Contacts, and Recipients
Contact Record Fields
Field
Name
The contact's name; can contain spaces
Fax Number
The contact's fax number; any format accepted, for example, (###) ###-#### or ###-
###-####
Organization
If not available, use "" to skip
Phone Number
The contact's phone number; any format accepted, for example, (###) ###-#### or
###-###-####
Creating a Contact CSV File
To create a CSV file containing only contact information:
1.
Open a spreadsheet program such as Microsoft Excel.
2.
Create a contact only table as shown in the previous example. Your fields should be identical to and in the
same order as shown in the example.
3.
Create a row for each contact you want to add.
4.
Save the file as a .CSV Comma Separated Value file. If using Microsoft Excel, select Save As and select the
CSV (MS-DOS) format.
Importing Global or Personal Contacts
1.
Click Contacts. The Personal contact page appears. To import global contacts, click Global.
2.
Click Import.
3.
Click Browse and select the CSV file you want to import.
4.
Select merge to append the file to the existing list. Select replace to replace the existing list with the list
you import. Merge is the default.
5.
Click Import.
Adding Personal Contacts Individually
For help adding global contacts individually, refer to
To add a personal contact:
1.
Click Contacts.
2.
Click Add.
3.
Enter the contact's name, fax number, phone number, and organization.
4.
Click Update.
40
Notes
Adding Global Contacts
Individually.
FaxFinder x40 Administrator Guide