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:
- Open a Project List.
- Select the second tab (i.e. reviewers, contacts).
- 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)
- 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)
Fig. 1
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.
- 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)
- To move on to the next record use your Page Up and Page Down keys on your keyboard.
Fig. 2
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 Data |
