Proactive Manager User's Guide
Draft Lists - Page 33
Draft Lists
Proactive List Manager module assists you to create calling lists for attachment
to Proactive Campaigns. You are able to import lists from a variety of internal
and external sources and prepare the calling records for uploading to specific
Proactive Campaigns.
Overview
This section covers the following topics:
•
How to view the properties of an existing Draft List
•
How to import and create a draft list from a Microsoft text, Excel or Access
files
•
How to load a list from an ODBC database
•
How to modify data field types
•
How to delete a Draft List.
Viewing an Existing List
The Draft List icon on the Icon Bar displays the number of Draft Lists available
for viewing. To view the contents of an existing Draft List, employ the following
steps.
1. Click
Draft List
icon on the Icon Bar or the Tree.
2. Click
the
“+”
sign next to the Draft List icon on the Tree, or double click on
Draft List to expand the Tree to view all Draft Lists.
3. Select the list from the Draft List Tree.
4. Click
View List
on the toolbar, or
right click
on the list and select
View List
from the popup menu, or simply double click on the list. A window will open
that displays the list name and ID, and the records and fields in the list.
5. To view all the field contents, use the scroll button at the bottom of the
window.
6. To hide the list again, click
Hide List
on the toolbar, or
right click
on the list
and select
Hide List
from the popup menu.
Note:
If there are no lists to view, refer to the next section to create or
load/import new lists.
Fields Definition
Rec_No.
Priority number
Status
Status of a proactive call
Name
User Identified field for customer name
Phone Number
User identified field for telephone number
Fax Number
User identified field for fax number
User Identified field for E-mail address
Customer ID
Customer identification field
General
User identified field not associated with a system generated data type
MultiMedia Module Administrator's Manual
Proactive Manager User's Guide - Page 33
40DHB0002USEB – Issue 1a (05/29/2003)
Draft Lists
