Calyx Point 7 - Data Import and Export

452 Calyx Software
Contact management (Cardex)
The Prepared By section in the Recording screen is used in the following example:
3 Select one of the fields and click the Cardex icon on the toolbar.
The
Cardex Database dialog box is displayed.
You can add a new record or open the Cardex database.
4 Click Add New.
The
Cardex Record dialog box is displayed with the information from the form
populated in the fields.
5 Select a category for the record and add any additional information.
6 Click Save & Close to save the record.
Data import and export
Use the import and export functions to import and export the following types of data to and
from your Cardex database:
• Microsoft Outlook® contacts
• Another Cardex database
• A comma delimited file
Related information
For information about Cardex categories, refer to Creating categories, on
page444.
Attention
If the file type that you want to import is not one of the three supported
formats, convert your source file to a comma delimited file.