Proactive Manager User's Guide
Draft Lists - Page 37
Selecting Fields to Import/Load
You have to select identifying fields for each list imported/loaded. Follow the
instructions below to complete creation of the new list:
1. Once you have completed loading/importing of a list, a new popup window
called Create List will appear, displaying available fields that you can import
from the original list.
2. To select a field to import, highlight a field from the Available Fields window
and click
Add
.
3. Repeat this procedure for each field that you want to import. Minimally, you
should have a field that contains the name and contact number for the
person you are calling.
4. To select all fields all at once, click the double Right Arrow
“>>”
button.
5. To remove single fields, highlight the field and click the
Remove
button. To
remove all fields all at once, click the double Left Arrow
“<<”
button.
6. To change the order of display for the selected fields, highlight the field you
want to move and click
Move Up
and
Move Down
buttons as appropriate.
7. To choose the criteria by which the list rows are to be sorted, select the field
in the Sort Item drop-down box, and choose
Ascending
or
Descending
.
8. To view the contents of the list, click
Show List
. Two lists will appear at the
bottom of the form. The upper shows your source list, and the lower shows
the list you are creating. Whenever fields are added or removed, click
Apply
to refresh the view.
9. Click
OK
to create the list. The New List window will reappear displaying the
contents of the newly populated Draft List. The next step is to define Data
Type Fields as explained in the next section.
10. Click
Cancel
if you do not want to proceed with
the list creation.
11. Click
Save
.
Note:
There are two system-generated fields that appear automatically in
the new list: Rec_No and Status. Rec_No is the sequence number of
the call. The Status shows list status as it is being run by the
Proactive Campaign. It will initially be set to zero.
MultiMedia Module Administrator's Manual
Proactive Manager User's Guide - Page 37
40DHB0002USEB – Issue 1a (05/29/2003)
Draft Lists
