thankQ Help

Waiting records will need to be reviewed as thankQ has found some possible matches and is waiting for confirmation from you.

The data import will only allow you to move to the next stage if records are either Ok to Post or Not Ok to Post. Any waiting records should be either matched to a duplicate or set as OK or Not OK to Post

1.Click on View Import Records under Workflow to view all records (or double click on Waiting in Status field)

2.Click on the drop down beside the Search button on the tool bar and select Show Waiting (if there were any Waiting)

3.Any possible dupes can be found under the Dupes tab. To assign a match highlight the duplicate and right click to assign as match

4.Click the Yes – OK to Post button if OK or Not – OK to Post if not

5.Move to the next record with the record selector and repeat until all Waiting records have been attended to

6.Exit the Data Import Detail screen with the X top right