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Publishing Version

 

Auto-synchronize

Auto-synchronize

The data in your lists is independent of the data in the Main Media. When you are ready to use your projects – for mailing lists, callsheets, etc. – you may want to compare your contacts to those in the Main Media Data. Auto-synchronize is a quick way to see the differences between the contact information contained in individual projects and that of the Main Media Data. To use this feature:

  1. Open a Project List.

  2. Select the second tab (i.e. reviewers, contacts).

  3. Open the first record in the Project List. Blue highlights allow you to easily identify differing fields between the Project List and the Main Media Data. (Fig. 1)

  4. Place your cursor over any blue highlighted field. A pop-up window will appear telling you what information is in this field in the Main Media Data and when this contact record was last updated. (Fig. 1)

Figure 1

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Hint: First sort the Project List and scroll to the top to find the first record. Use the “Updated” field to determine which record is more recent.

  1. To update this contact record right-click on the blue highlighted field you wish to change. A pop-up window will appear that gives you four choices: you can update this field; update this field in the main data; update this entire record; update the entire record in the main data. Click on a selection. (Fig. 2)

Figure 2

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  1. To move to the next record use your Page Up and Page Down keys on your keyboard.

TIP: Auto-Synchronize may not be set as a default on your system. To use this feature: go to the option menu and select Auto-Synchronize. If you would like Auto-Synchronize set as a default, contact Publicity Assistant.

For more information, see:

Synchronizing Projects with Main Media Data

Auto-Update from Main

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