Import Page Back to the Table of Contents... The Import page is used to review records that may be imported into the Referral table. Records are inserted into the Import page from a variety of sources including the optional eGrabber software and from other brokers using ReloSpec who use the SEND button on the Referrals List page to send referrals to you.
How do I open the Import page? How do I import records from the Import table to the Referrals table? How do I delete records from the Import table?
How do I open the Import page? From the Referrals List page, click the 'Import' link on the left side.
How can I know if a record in the Import table is a duplicate of an existing record in the Referrals table? Each time you open the 'Import' page, ReloSpec checks for any duplicates found when comparing the 'Client First Name' + 'Client Last Name' fields in the Referrals table and the Import table. Any duplicate records found have "Duplicate?" entered in the 'Duplicate client already exists?' field of the grid. Though a duplicate exists you may still want to import the record. The Import page gives you the option after alerting you to the possible duplicates.
How do I import records from the Import table to the Referrals table? For records to be imported into the Referrals table from the Import table, the 'Import' field must be set to "TRUE". To set the 'Import' field to TRUE do the following
How do I delete records from the Import table? Records may be deleted from the Import table when they are no longer needed and will not be moved (imported) into the Referrals table. To delete records from the Import table, do the following:
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