Processing Imported or Synchronized Contacts

If you have imported, lead capture or synchronized contacts that have not yet been
accepted into your contact list, these contacts will appear in the Imported and
Synchronized Contacts list in the Utilities area.
Note The number of contacts in this list is also displayed next to the Utilities icon in
the secondary menu.
Processing duplicates
Since contacts can be imported or synchronized from multiple sources, it is possible
that contact records that are already in your IXACT Contact contact list will come in
again from another source. The processing of imported and synchronized contacts
allows you to easily identify and eliminate these duplicate contact records. Duplicate
contacts are identified with an asterisk in the leftmost column in the list. A contact is
identified as a duplicate if there is an existing contact with the same first and last
name, or the same email address.
If you know that there are no duplicates, just click Accept All to easily move all
imported and synchronized contacts to your contact list.
Upon mass accepting contacts, Team Leaders and
administrators have the option to assign one or more team
members visibility to the contacts.
To process your pending contacts:
1. Click Utilities in the secondary menu in the top right corner.
The Source column lets you know where each pending contact came from.
For contacts that came via lead capture, click View Comment to see the
comments entered by the lead.
2. If a pending contact is a duplicate, click Reject. Otherwise, click Accept to
move the contact directly into your contact list, or click Update to open the
contact for editing before saving it to your contact list. Contacts entered via
lead capture are added with a contact status of New/Unqualified. All other
contacts are added with a contact status of Unassigned.
Note If the pending contact is a duplicate but has more complete
information that the existing contact, you may want to accept the
pending contact and then delete the existing one. However, please
remember that all other information entered for the existing contact
(i.e. properties, notes, Keep in Touch events, etc.) will also be deleted.
If you are a member of a team, in order to reject pending
contacts, the Team Leader will need to grant you permission
to delete contacts.
Utilities
IXACT Contact® User Guide 104
3. If your contact list is empty or you know that there are no duplicates, simply
click Accept All