NA255

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