Import Data Tools

Scheduling and Completing Activities

Scheduling Activities when Importing Data

1. After all the column headers have been assigned select the Schedule an Activity check box, choose selections for the drop down fields User, Category, Type, Regarding, Priority, and select the Import button.

Note: After the Import is complete, go to the Main Desktop, select the Account Search function and open the new account that was imported. When you open the Activity Log the scheduled activity will be present. The new scheduled activity will also be found in the Daily Activity window.

Completing Activities when Importing Data

1. After all the column headers have been assigned select the Complete an Activity check box, choose selections for the drop down fields User, Category, Type, Regarding, Result, and select the Import button.

Note: After the Import is complete, go to the Main Desktop, select the Account Search function and open the new account that was imported. When you open the Activity Log the completed activity will be present. The new completed activity will also be found in the Completed Activity window.