The Read Contacts feature creates and updates contact records in Market Quest if contacts are stored in separate databases or data files. Contacts are all non-customers, such as personal contacts, Realtors, attorneys, financial planners, etc.

To read contacts:

1.  Click the Import  icon.

2.  Select the name of the other program or the template name from the Read Data From list.

3.  If you are using the Multi-User Enterprise system, select the Market Quest user from the list of users. You can also select All Sales reps from the list. However, you should map sales rep IDs to all Market Quest users before you use the All Sales reps option.

4.  If you mapped Rep IDs to Market Quest users, only files that match the Other Program Sales rep ID data will be read. If this field is blank, all files are read and created in the name of the sales rep selected.

5.  Click Read Contacts.

6.  When Market Quest reads contacts from another program or data file, it searches its Contacts database to see if the record already exists. Market Quest will not create another contact record if it finds a match. A match is found if the record has not been previously imported and the first and last names are the same.

7.  If Market Quest doesn't find a matching contact, it will create a new record in the Contacts database.

8.  If a contact has been previously imported, Market Quest updates the record with new imported information.