Leadlist Definitions

This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

Leadlist Definition

Before importing a list of names into AMS 360 you need to identify the field in AMS 360 that corresponds with each data element in the leadlist file. Use Leadlist Definition to do this assignment.

Accessing Leadlist Definiti

From the Sales Center menu, click Actions > Leadlist Administration. The Leadlist Administration form opens.
Do one of the following:

Click File > Leadlist Definition. The Leadlist Definition form opens.
Select Create Newfrom theImport Leadlistsection.

From the Sales Center menu, click Actions > Leadlist Administration. The Leadlist Administration form opens.
Do one of the following:

Click File > Leadlist Definition. The Leadlist Definition form opens.
Select Create Newfrom theImport Leadlistsection.

Leadlist Definition Templates Selections

Field/ Group

What is this?

Enter a Definition Template Name and select an Import File

Field/ Link	What is this?
Definition Template Name	Enter a name that helps you identify the template.
Import File Sample	Enter the directory path and name of the file that contains the list of names you want to import. The data in this file is used as a basis for your database column assignments.
Browse	Opens the Opendialog box so you can navigate to find the file that contains the names you want to import.

Select a Delimiter and a Text Qualifier (if applies)

Field

What is this?

Delimiter

Specific characters or method used in the list to separate data elements. AMS360 uses the Delimiter to divide the information into columns. The options are:

Comma separated (,)
Double quote (")
Semicolon separated (:)
Single quote (')
Tab delimited

Whenever you choose a different delimiter, the system interpretation of the change is reflected in the data preview grid to help you see what effect the change has on the data.

Text Qualifier

Some lists use single or double quotation marks to indicate that the characters they enclose should all be treated as text, including characters that might otherwise be treated as delimiters.

Double quote
None
Single quote

Example:

Select comma as the Delimiter and Double quote marks as the text qualifier. With these choices, the following sample will display two columns in the grid: Johnson in one and Manager, Sales in the other.

Johnson, "Manager, Sales"

Working with the Sample Grid

When you select an Import File Sample the first ten rows of the sample appear in the grid at the bottom of the Leadlist Definition form. The following features are available in the Leadlist Definition data entry form grid to organize and display the data:

Feature

How does this work?

Sort

Sort the information in a column by clicking the header. When the arrow points up, the column is sorted in ascending order. When the arrow points down, the column is sorted in descending order.

You can also right-click a header and choose Sort Ascending or Sort Descending from the menu that appears.

Sizing

Adjust the size of a column by placing your cursor between two column headers until your cursor turns into a double-headed arrow. Then click and drag the column boundary to the right or left until it is the width you want.

You can also right-click a header and choose Best Fitfrom the menu. This option adjusts the column width to the length of the cell containing the most data. To adjust all columns, click Best Fit (all columns) from the right-click menu.

Reorder Columns

You can rearrange the order in which columns appear by clicking a header and dragging it to a new location and then releasing the mouse button. This is called "drag and drop."

Filter Data

Filter the data that appears in the grid by selecting the black arrow on the right side of the column and choosing from the following options:

Filter Type	What does it do?
All	Display all rows.
Custom	Apply two criteria values within the current column by using the operators (equal, greater than) or the comparison values (and/or). Using this feature you can apply a custom filter to the list.
Blanks	Display only rows that contain a blank cell in the filtered column.
NonBlanks	Display only rows that contain a value in the filtered column.
Specific item	Choose to display only rows that contain a specific value in the filtered column.

Assigning Columns in the Grid

Use the sample grid at the bottom of the Leadlist Definition form to assign each column of data to a field in AMS360. To assign a column do the following:

Right-click a cell within the column. A menu appears.

From the list select the table corresponding to where the data should appear when imported. A table sub-menu appears.

If you do not want to import the data in the column, you can either leave the column unassigned or select Ignore Column.

From the sub-menu, select the AMS360 field that matches the text and formatting of the data in the column.

When you assign a field to a column, that field appears grey and cannot be assigned to another column.

Table Selections

The following table provides additional information about the AMS360 fields that can be assigned to the columns of the leadlist. The fields available for importing correspond to fields in the Customer data entry form.

Several different formats are available for some AMS360 fields. Choose the format that matches the way the data appears in the leadlist column.

Menu	Submenu	What is this?
Ignore this column		Marks the column as Do Not Import.
Assign Customer table column	Customer Full Name: First Last Middle Last, First Middle First Last Prefix First Middle Last Prefix First Last Prefix First Middle Last Suffix Prefix First Last Suffix First Middle Last Suffix First Last Suffix Mr and Mrs First Middle Last Mr and Mrs First Last Mr and Mrs First Middle Last Suffix Mr and Mrs First Last Suffix	Choose one of these options when the full customer name appears in the column. AMS360 uses the punctuation or spacing to write the data to the appropriate name field.
	Customer First Name	Select if the column contains only the first name.
	Customer Last Name	Select if the column contains only the last name.
	Customer Middle Name	Select if the column contains only the middle name.
	Customer Firm Name	Select if the column contains only the firm name.
	Customer DBA: Doing Business As	Select if the column contains only the DBA name.
	Customer Address 1	Select if you want the address in this column to appear in the first address field. Use for street address or PO Box.
	Customer Address 2	Select if you want the address in this column to appear in the second address field. Use for apartment or suite number.
	Customer City	Choose the option that fits the data in the column.
	Customer State
	Customer Zip
	Customer City, State Zip (or City State Zip)
	Customer County	Select if the column contains only the county name.
	Customer Business Area Code Phone Number Business Extension Area Code and Phone Number	Choose the option that fits the data in the column.
	Customer Residence Area Code Phone Number Business Extension Area Code and Phone Number	Choose the option that fits the data in the column.
	Customer Cell Area Code Phone Number Business Extension Area Code and Phone Number	Choose the option that fits the data in the column.
	Customer Fax Area Code Phone Number Business Extension Area Code and Phone Number	Choose the option that fits the data in the column.
	Customer E-Mail Address	Select if the column contains only the customer email address.
	Customer Date of Birth	Select if the column contains only the date of birth in MM/DD/YY format.
	In Business Since	Select if the column contains only a year in YYYY format.
	NAICS Code	Select only if the column contains one to five numbers of the NAIC code.
Assign Contact table column	Contact Address 1	Select if you want the address to appear in the first address field. Use for street address or PO Box.
	Contact Address 2	Select if you want the address to appear in the second address field. Use for apartment or suite number.
	Contact Business Area Code Area Code and Phone Number Extension Phone Number	Choose the option that fits the data in the column.
	Contact Cell Area Code Area Code and Phone Number Extension Phone Number	Choose the option that fits the data in the column.
	Contact City State Zip City, State Zip	Choose the option that fits the data of the column.
	Contact County	Select if the column contains only the county name.
	Contact Email Address	Select if the column contains only the email address.
	Contact Fax Area Code Area Code and Phone Number Extension Phone Number	Choose the option that fits the data in the column.
	Contact First Name	Select if the column contains only the first name.
	Contact Full Name First Last First Middle Last Last, First Middle	Choose one of these options when the full customer name appears in the column. AMS360 uses the punctuation or spacing to write the data to the appropriate name field.
	Contact Last Name	Select if the column contains only the last name.
	Contact Middle Name	Select if the column contains only the middle name.
	Contact Residence Area Code Area Code and Phone Number Extension Phone Number	Choose the option that fits the data in the column.
	Contact Responsibility	Select if the column contains only the responsibility.
	Contact Title	Select if the column contains only the title.
Assign XDate table column	X-Date Expiration Date (mm/dd/yyyy or mm/dd/yy)	Select if the column contains the expiration date in one of the formats listed.
	X-Date Line of Business	Select if the column contains only the line of business. If the line of business is not setup in AMS360 you need to set it up before importing the file. See Line of Business Setup for more information on setting up lines of business.
	X-Date Company	Select if the column contains only the company.
	X-Date Agent	Select if the column contains only the current agent's name in any format.
	X-Date Full Term Premium	Select if the column contains only the premium in any format, including a dollar sign, commas, and/or a decimal point.
Assign Profile table column	Your choices vary here based on the questions you have set up in Profile Question Setup.	Select if the column contains only the answer to the selected Profile Question and matches the format required.

What's Next?

Are you ready to import the lead list? See the Import Leadlist Section of the Leadlist Administration topic for more information.

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