Assigning categories to contacts, Categories – I.R.I.S. Cardiris Pro 5 User Manual

Page 68

Advertising
background image

Chapter 6 – Recognizing business cards

62

The content of a custom field can be edited and searched like any
other standard field.

Note that custom fields are not displayed in album view. Only the
'major' database fields are.

To rename or delete any custom fields, click the + sign again and

click Rename or Delete.

Custom fields are also available for export. They can be exported as
cvs, xml, html and excel files and sent to Microsoft Outlook 2003
and 2007. When exporting to Microsoft Outlook, the custom fields
are exported to the Notes fields of Outlook contacts.

When exporting contacts that contain custom fields to Microsoft
Dynamics CRM
, the custom fields are added to Notes field in MS
Dynamics CRM.

When exporting contacts that contain custom fields to Salesforce
CRM
, the custom fields are added to the Description field in
Salesforce.

Note: custom fields are an intrinsic part of a Cardiris database.
When you merge two databases, the custom fields from both
databases will be added up. In other words, the merged database
will contain both the custom fields from the first database as well as
those of the second database. Duplicate custom fields will be
merged into a single one.

Besides custom fields, you can also assign an unlimited number of
categories to your contacts.

A

SSIGNING CATEGORIES TO CONTACTS

Besides custom fields, you can also assign an unlimited number of
categories to your contacts. Assigning categories to contacts helps

Advertising