How To Copy Contact Plans To Master Database

This document explains how to copy a Contact Plan from your Demonstration database to your Masterdb database.

Overview

The Demonstration database in Collect! contains many sample Contact Plans. You may wish to import several of these into your Masterdb database.

Copy Contact Plans

To copy Contact Plans from your Demonstration database to your Masterdb database:

1. Sign into Collect! in the Demonstration database.

2. At the Main Menu, pull down the System menu and choose Contact Management Settings.

3. Then select View Contact Plans.

4. From the list that is displayed, use the arrow keys to locate and highlight the Contact Plan you would like to copy.

5. Select Edit from the top menu bar and then select Copy from the drop-down choices. You will be notified that your Contact Plan has been copied to the Clipboard.

To copy multiple Contact Plans, use the arrow keys to highlight each item and press the spacebar. The item will appear yellow as you tag it and blue when you move off of it. To deselect an item, return to it using the arrow keys and press the spacebar again.

6. Click OK to close the Contact Plans list. Choose Quit at the Main Menu to exit from your Demodb database.

7. At the Welcome to Collect! screen, switch to your Masterdb database. The Database to Open field will now display "MASTERDB."

8. Sign into Collect! in the Masterdb database.

9. Repeat steps 2 and 3.

10. With the list of Contact Plans displayed, pull down the Edit menu and choose Paste.

11. Check the Contact Plan(s) you copied to make sure it has all the information of the original and all the Events listed.

Select A Whole List

If you want to select a whole list to copy, click in the list to activate it and press CTRL+A. The whole list will appear blue. Follow all other instructions as given above.

To deselect all selections or a whole list, pull down the Edit menu and choose ' Clear Tags'. All the blue highlights will disappear.