Difference between revisions of "NA255"
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| − | + | 1. From the DDI Connect main menu, double-click Name/Address System --> Utilities --> 225 Import Memos. You will see this screen: | |
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| + | [[File:na255 - import mapping.png]] | ||
| − | [[File:na255 - | + | 2. Click Add and fill out the following fields: |
| + | * Mapping name = Account Memo, Constituent Memo, Investments Memo or Loan Memo | ||
| + | * File format = Comma delimited | ||
| + | * Check the Header row checkbox | ||
| + | |||
| + | [[File:na255 - Import table mapping.png]] | ||
Revision as of 19:07, 1 March 2016
Overview of NA255 - Memo Import
NA255 imports Memo records to an Account, Constituent, Investment or Loan record.
To set this up, import mapping must be set up in your organization's system:
1. From the DDI Connect main menu, double-click Name/Address System --> Utilities --> 225 Import Memos. You will see this screen:
2. Click Add and fill out the following fields:
- Mapping name = Account Memo, Constituent Memo, Investments Memo or Loan Memo
- File format = Comma delimited
- Check the Header row checkbox
