Navigate to the Dialer Status and setup - Import Phone Lists Screen:
Menu -> Dialer -> Dialer Status and setup -> Import Phone Lists.
Purpose of the Dialer Status and setup - Import Phone Lists Screen:
This screen is used for importing client lists to Dialer Pro. It allows you to check for phone number duplicates within the client list and between the current clients list to Dialer Pro database. The import process auto corrects wrong city names and removes invalid phone numbers. You can choose to remove apartment and business addresses from the list. You can choose to remove duplicate addresses from the list.
What you see in the Dialer Status and setup - Import Phone Lists Screen:
Dialer status and setup.
Import Phone Lists tab.
Select list source button is used to import the list to the program.
Browse button is used to preview the current imported list.
Previous button shows the previous record in the current imported list.
Next button shows the next record in the current imported list.
Use Full Name or Use First & Last name buttons is used to select the program side name field appearance.
This box contains the imported list client information setup example.
This box contains placeholders (keywords) that has to match the row meaning and order to box (8).
View and Validate Phone Numbers button runs a check on the imported list and keeps all valid numbers.
Import List button imports the processed list into the program database.
Business: Check to KEEP apps/Business address in the list. Otherwise – it will be removed. check the checkbox to keep apartments and businesses addresses in the list.
Business: Keep only unique address. Use to remove same offices with different phone numbers. check the checkbox to remove duplicate addresses from the list.
Business: Do not check if number already in list. Allows having same number in different lists. check the checkbox to disable the removal of duplicate phone numbers between the list and the database. (on by default.)
How to use the Dialer Status and setup - Import Phone Lists Screen:
Import a new client list to the program.
Click on Select List Source to open the file browse window.
Navigate to the folder that contains your client list and double click on the required file.
The clients list file has to be in Tab Delimited Text(txt) or CSV(excel) format.
Click on Browse to preview and confirm the client list.
Click on Next a few times to ensure clients information row order appearance is maintained through a few records. (Example: Clients address appears in the same row for a few different clients).
Click on Use Full Name or First/Last? to match the imported lists client name row/rows. Use File Name if you only have one row representing the clients first and last name in the imported list. Use Use First & Last name if you have two rows representing the clients first and last name in the imported list.
Match rows representation in box, program side row order, to box, imported client list row order. Start from the top row in the left side, the imported clients list box.
Make sure that the top row on the right side, program side box has the same row information. If not locate the required row information and pull that row to the top place in box. Go down a row in box. Repeat the process until all rows in box, clients list side, match the rows in box, program side, in meaning and location.
Decide if you want to keep the apartment and business addresses in your imported client list. If you do check checkbox.
Decide if you want to keep ONLY unique addresses in your imported client list. If you do check checkbox. It will REMOVE duplicate addresses from the list.
Decide if you want to keep duplicate phone numbers in your imported list. If you do check checkbox.
Click on View and Validate Phone Numbers. The program will run a full check on the current imported client list and will check it for:
Duplicate phone numbers between the list and the database (The program will remove them unless checkbox was checked).
Wrong City Names (The program will auto correct them).
Invalid phone numbers (The program will remove them).
Duplicate phone number in the list. (The program will remove them).
Apartments / Businesses phone numbers (The program will remove them unless checkbox was checked).
Duplicate address (the program will remove them unless checkbox was checked).
Click on Continue to continue.
Click on Import List to finish the import process. The new numbers available for import from the current client list will be imported to the program database.
