The Web New Contacts shows new contacts that have been downloaded from the website. The records can be reviewed before importing them into the live database.
To approve new contact details from the web:
Open Access Charity CRM.
Click Web Admin, then Web New Contacts.
The form will display all new contact records that have been extracted from the web database.
If the web records are new records to be imported into Access Charity CRM, on the toolbar, click Import.
A dialog appears to confirm the import.
Click Yes.
To see any possible duplicates, click the Details tab.
The list at the bottom shows possible duplicates.
To match the web record with an existing contact record in Access Charity CRM, on the Match toolbar, use the dropdown and select one of the following options:
Match duplicate: Keep web details.
Match duplicate: Discard web details.
Match any duplicate: Keep web details.
Match any contact: Discard web details.
Once the record has been matched or imported, the details will then be removed from the Web New Contacts form.
📌 Note: To reject the details, on the toolbar, click Reject.