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TIM Enterprise allows you to automatically import contacts in the system from an existing CSV list, arranged in CSV format. The columns in the list should be separated using a common delimiter, such as comma, dash, semicolon, tab or space, e.g. phone number, allocated name
To automatically import contacts in the system from an existing list, arrange your data in CSV format comprising two columns, e.g. phone number, allocated name. Use a common delimiter to separate the two columns, such as comma, dash, semicolon, tab or space.
Click on the button and
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paste the CSV list in the box provided, then click on the button.
click on the button. The
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Each step of the process is presented in the table below:
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Import contacts | This section allows to choose the source you want to import the contacts from, e.g. a CSV list, another web user.
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Contact type | This section allows you to select the type of contact you want to import, e.g. account code, phone number.
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Import options | This section allows you to select the category you want the contacts to be included and how to handle duplicated entries or other conflicts with the existing contacts.
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| Data entry | Paste the CSV list in the box provided and click
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| Import preview | This section gives you a preview of the imported contacts and allows you to select the delimiter you want to use to separate the two columns:
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| Contact category | This section allows you to select or define the column(s) that will make up each category.
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| Contact phone number | This section allows you to choose or define the column(s) that will make up each phone number.
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| Contact name | This section allows you to choose or define the column(s) that will make up each name.
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| Ready to import | This section notifies you how many records are valid and ready to be imported.
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The contacts will now be added to the list. Click on the
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<p>To edit a Web Users, simply left-click on it and select <span class="button">Properties</span> from the pop-up menu, as shown below:</p> <img class="screenshot" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/web_user_properties_1.png" alt="Web Users properties" /> <h2>General properties</h2> <p>Just fill in the box displayed to add properties for this Web User as shown in the example below:</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/web_user_properties_2.png" alt="Web Users properties" /> <h2>My numbers</h2> <p>Just fill in the box displayed to add properties for this Web User as shown in the example below:</p> <img class="screenshot border" src="http://www.tri-line.com/common/img/documentation/tim_enterprise/web_user_properties_3.png" alt="Web Users properties" /> <p>....................................................................................................................</p> |