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Choose the name of a folder for your imported data. By default the new folder will appear in the root of the Filing tree, and you can change the name by typing over the suggested folder name.
You can import your data into an existing folder if you wish, by clicking the
Browse button and choosing an existing folder. If the folder that you choose already has a sub-folder structure (A, B, C etc.) then the Import Wizard will detect the structure and use it provided that you haven't changed any of the folder names. |
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Creating sub-folders for your data |
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If this option is ticked then the Wizard will create a folder sub-structure within the target folder. This is useful when you are importing a large database because it spreads the records out rather than having them all in one list, which can take much much longer to browse through if you are looking for an entry.
Bear in mind that you will usually use the Search feature to find someone in the database, and using sub-folders will not slow down your use of the database, in fact it will make searching faster because there will be no long lists of records to display.
If you choose to create sub-folders then the surname is used when filing Contacts (so Jennifer Cox will file into C) and Companies will file according to the first letter in the company name (so Global Imports will file into G). If you want to file contacts by first name, choose File contact-only records by First name. |
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Note If you are importing from an Existing folder structure, you cannot choose to create sub-folders because the folder structure that you are importing from provides the basis for the folder names that are used. |
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The Activity Log |
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The Wizard can build an activity log of everything that happens during the import. This is useful if the data does not import as you expected, or if you get errors during the import procedure. |