Import Notes
The Notes Record Type is used to write a line to the Client or
Debtor's Notes during the import process. You can use
information from the data source, or create a Note based on
defaults that you set in the import map's Import Record Definition
for the Notes.
The Notes Record may be used for importing either
Client or Debtor Notes.
Select the Notes Record Type to view a list of all the Notes
fields that may be referenced in an import routine.
View Notes Fields
Note Date/Time Stamp
Notes will display in sorted order if you create a proper
Date/Time stamp when importing the Notes. Please refer
to sample Notes import maps or request assistance from
Member Services.
Client Notes
Collect! ships with a sample import map and report for
importing and exporting Client Notes. You can also download
them from the Collect! Member Center.
Download Client Related Records Transfer
View Field Lists
Click on the links to view tables of Field Types for the specific
Record Types that Import/Export processes. These tables
give additional information, such as the exact fields and forms
in Collect! referenced by each field type, the type of data in
the field, and the size of each field.
View Accumulator Fields
View Attachment Fields
View Client Fields
View Client Attachment Fields
View Client Contact Fields
View Contact Fields
View Debtor Fields
View Debtor Cosigner Fields
View Notes Fields
View Payment Fields
View Transaction Fields
View Phone Fields
See Also
- File Format Specification
- How To Use Import/Export
- Import Menu
- Export Menu
- Import/Export Topics
|
Was this page helpful? Do you have any comments on this document? Can we make it better? If so how may we improve this page.
Please click this link to send us your comments: helpinfo@collect.org