Tag By Import
When you import records, Collect! allows you to easily
select and tag records so that you can perform a
batch process on them. In your file to import, records
need not be in consecutive order. Collect! can still use the
file to tag the records so that you can process them.
This requires familiarity with Collect!'s Import/Export module.
To build the simple import routine required for this
process, please refer to the import specifications
shown on the linked page.
View import routine specifications
When you add or edit a debtor record when importing,
they are naturally tagged. This would give you a tag list
to continue with your next process. Basically you are
keying on the data you are importing to find the account.
This by itself is not enough to tag the debtor. There must
be a data change on the account to induce Collect! to tag
the account.
Therefore the sample shows changing the status code to
TAG. It is not important what field gets changed, as long
as a change happens. This method of filling the Status
with TAG is a good way to keep a piece of data as an
identifier to be used later for other processes.
See Also
Import/Export Topics
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