Central Database
Using the Central Database means that you first import your data into a special
central location, and then when/if you choose, you can have PhoneTree® update any
or all of your lists, re-synching the data and matching it up with the data in
your Central Database. Since you maintain changes in only one master file, you'll
save time by doing all the updating in a single step, instead of trying to remember
to change someone's phone number in all calling lists where they might be included.
Clicking on the Central Database icon on the Admin desktop brings you to the Central
Database List Editor. Follow the standard instructions for importing data from
a file. Call this new file "Master List" or anything else you like. You might
notice that this screen doesn't contain columns for Call Status, Translated Phone
and others--that's because you won't be able to call directly from here. This
is simply the place where you can maintain and update your Central Database. Note:
Make sure that the information in your Central Database file has unique entries
in the Unique ID field--this field is the way PhoneTree® matches the data from
other lists to the data in the Central Database. Without anything in the Unique
ID field, the Central Database feature will not work! If your data imports without
anything in this field, you will need to type these entries in yourself. When
you have finished making any necessary adjustments, click Exit to return to the
PhoneTree® desktop. Click here for information on setting
up your PhoneTree® to read from the Central Database.