Casino City's Gaming Business Directory 2022 Edition CD User Guide

14 Casino City’s Gaming Business Directory CD Importing Contacts into the ACT! Contact Manager You can import data provided on Casino City’s Gaming Business Directory CD and data downloaded from the GamingDirectory.com website into the ACT! contact management system. This section outlines the data import process for the ACT!2000 version of this software. First, you should select the data you wish to import into ACT! If you only wish to import a portion of the contacts contained in one of the Gaming Business Directory files, you must first use a tool other than ACT! to create a file that includes just the contacts you want to import. If you want to import a portion of the GamingProperties, GamingPropertyContacts, PropertyOwners or PropertyOwnerContacts tables, then we recommend using the GamingDirectory.com website to select and download the appropriate information. Using GamingDirectory.com you can easily select contacts based on a variety of criteria including geographic location, department and type of gaming facility. Once you have Gaming Business Directory data ready to import you should open the ACT! database into which the contacts are to be imported. If you want to create a new database for the contacts, use the ACT! menu system to select File > New > ACT Database and provide a name for the new database. If you want to import contacts into an existing database, we recommend you create a backup copy of the database before proceeding so you can restore the original database if necessary. Open the ACT! database, select File > Backup, provide the name of the location where the backup .zip file should be saved, make sure all of the Options tab items are checked, and click Start. You can restore the ACT! database to the backup version by selecting File > Restore, providing the location and name of the backup .zip file, and clicking Start. When ACT! is importing contact records into a new empty database and it encounters a match with the first and last name of a previously imported contact, it normally prompts you to determine if the new contact should be merged with the existing contact record, added as a separate contact record, or skipped and not added. When importing Gaming Business Directory contacts into a new database we recommend that you disable these duplicate checking prompts so that all contacts are added automatically without any intervention. Use the ACT! menu system to select Edit > Define Fields > Advanced Tab and uncheck the “Enable duplicate checking” option for a newly created database. If you have previously imported contacts from the GamingProperties, GamingPropertyContacts, PropertyOwners or PropertyOwnerContacts tables into ACT!, we recommend using the PropertyId, OrganizationId and ContactId values for duplicate checking when importing subsequent updates downloaded from GamingDirectory.com. Use the ACT! menu system to select Edit > Define Fields > Advanced Tab. In the drop-down lists under the heading “Match duplicates using,” select the ACT! field used to hold PropertyId or OrganizationId in the “Match on” drop-down list. Next select the ACT! field used to hold ContactId in the first “Then on” drop-down list and select <None> in the second “Then on” drop-down list. You use the ACT! import wizard to add Gaming Business Directory contacts to an ACT! database. Use the ACT! menu system to select File > Data Exchange > Import. You will then be prompted for the type and name of the file to be imported. If you are importing contact data downloaded from the GamingDirectory.com website, you should select a file type of “Text - delimited” since the file being imported is in comma-separated values format. If you are importing contacts from the CD, you should either select a file type of “dBase III-V” and use the dBase III format files

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