Import Data from Excel:
At this stage we import your data for you.
You need to send us your data in an
organized Excel file. Each column needs to correspond to the exact field in
Reach-Out to which you wish to import the data. Every table
should be organized in a separate spreadsheet. The first field should be the
main field or any other single value field to be used as an
index. There are three types of data
imports from the main level:
a. Import—No Check. We import the data as it is without any type
of checking
b. Import—No Update. This import type
checks to see if the card exists, and if it does, skips the card and does not
update any data.
c. Import with Update—Checks to see if
the cards exists. If it does, it updates the data according to the Excel file.
If the card doesn't exist, it opens a new card.
Data may be imported to first level,
second level, third level cards, contacts or price lists. The field type must
match the field type in Reach-Out. For instance, we cannot
import text into a date or number field.
It is also important to make sure that
all data is in the same format – such as in a date field.
Importing data is a complex process
with many different techniques and dimensions. Because data import mistakes
may cause damage to your database, we will import all data for you at no extra cost.
Word Templates:
Word templates are incorporated into
Reach-Out. Data can be transferred to predetermined templates built in
Microsoft Word. Data is automatically merged and the templates are connected
directly to the customer card. Price proposals are saved within the customer
card as merged Word templates
Excel Templates:
Query data may be exported and merged
into Excel Templates. Templates may include calculations and analytics that
process the data once merged into the Excel File.
Document Archives and
Document/File Management:
Reach-Out can be used as a document and
picture archive. Two types of fields are used for this purpose: Link Fields
which connect a file with the field and Archive file which not only
connects the file to the field but also allows us to rename the file, copy or
transfer the file to the archive, place it in a subcategory within the archive and
compress the file. This preserves the connectivity of every file as part of
the work process. The archive may be accessed even when not using Reach-Out.
The data may be stored either within the database or outside the database and
allow direct access to the files.
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