WORKING WITH YOUR DATA

Importing data: WinFax

WinFax Pro 9.0

Important!!  You will need to process your data through Fieldkeeper before you attempt to import into Winfax 9.0. 

1.       From the File menu, select New and then select Phonebook.

2.       Click on Create a New WinFax-format Phonebook, then click Next.

3.       Type in a name for your new phone book (ex. My Phonebook),  then click Next.

4.       If you get a screen asking if you want to make the file read only, click Next.

5.       On the next screen, click Finish to complete this portion of the data import.


 

6.       In the File menu, click on Import, then select Phonebook.

7.       Make sure the format selected is ASCII, then click Next.

8.       Click on the Select button.  In the Look In box, click Next.

9.       Click Next again.

10.    Highlight the phonebook you created, then click Finish.

Note: The records you have imported are now available in the phonebook you created. These records will need to be grouped if you are going to perform a broadcast fax.  For information on how to group your records, contact Symantec at (800) 798-0850.


WinFax Pro 7.0 & 8.0
 

  1. From the File menu, select New and then select Phonebook.
  2. Give this phonebook a name that you will recognize. Example: List.
  3. Double-click on the Phonebook that you just created so that it is highlighted. You should see an open book icon to the left of the new Phonebook, as in the example below.
  4. Click on File and Import. From the Import Phone Records dialog box delete the following fields (Note: To delete a field, click on it to highlight it and click on the Delete button):

Winfax Phonebook


 
CSID Cellular Area Title
Cellular Local Country Code Cellular Extension
Country Code Country Area Code
Address 2 Extension Notes
Alternate Country Cover Page Notes Alternate Area
Misc. Alternate Local Billing
Alternate Extension E-mail Type Voice Country
E-mail Addr Voice Area Exch. Type
Voice Extension Exch. Addr Type Cellular Country
Exch. Addr
 
The remaining fields must be in the following order:
 
  First Name
  Last Name
  Company
  Address
  City
  State
  Zip Code
  Fax Phone Number
  Voice Local
 
  1. Click on the Select button.
  2. Click the down arrow in the Look In: box and select the drive where your file is.
  3. Double click on the folder that contains the file and select your import file and click OK.
  4. When prompted to split the Local Number, answer Yes and WinFax will begin importing the records.
     
Note: The records you have imported are now available in the phonebook you created. These records will need to be grouped if you are going to perform a broadcast fax.

WinFax Pro 4.0

  1. Click on the Phonebook Icon from the Icon Bar.
  2. Double-click on the New Phonebook/Group Phonebook and give this phonebook a name.
  3. For Type, make sure Phonebook and Add New are selected.
  4. With this Phonebook open, click on Fax and choose Import.
  5. From the Import Phone Records dialog box in the Field List Section, delete the following fields (Note: To delete a field, click on it to highlight it and click on the Delete button):
    • Recipient CSID
    • Title
    • Atwork Alias
    • Address2
    • Fax Type
    • Fax Area Code
    • Fax Extension
    • Voice Country Code
    • Voice Area Code
    • Voice Extension
    • Billing Code
    • Misc
    • Notes
    • Mail Type
    • Mail Addr
    • Public Mail Type
    • Default Modem
  6. Click on the Select button.
  7. In the large Directories box, double-click on the drive where your file is and then locate the directory that your file is in. When you see your file double-click on it and select your import file.
  8. When prompted to break phone # into its components, answer Yes and WinFax will begin importing the records.

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