Contact Conversion Wizard - Contact name

In prior versions of Time, a Contact was identified by a unique contact number and a single field for the contact name in the Contacts dialog. In Time, a Contact person is identified by their surname (last name) and each part of the contact name is divided into four separate fields:

Contact Name
Pre Name First Name Last Name* Post Name

*As noted in the previous wizard screen each Contact Person must have at least a Last Name. Depending on the state of your existing contact names, you can elect to extract the contact name in whole into the Last Name field, or extract the contact name in parts into the relevant Contact Name fields of Time.

  • Select this option if the convention for your Contact names adhere to at least two of the fields for Contact Name noted above.

  • Select this option if no convention is used for your contact names. By selecting this option the whole Contact Name is used for the Last Name field in Time. You can edit this entry in subsequent wizard screens.

This section is only enabled if you select Yes from the previous section.

Compose the convention used for your Contact names in previous versions of Time.

Value / Position

Order is relevant when defining the naming convention; ensure the Value you specify for each Position is correct.

Select the appropriate part of your Contact name (Pre, First, Last, Post Name or Title) using the drop-down list in the Value row over then correct Position. After you define two or more parts of your Contact name you can enter the delimiter between them in the text box provided.

Note

  • Use the drop-down list option "None" to indicate the end of your pattern.
  • Leave the delimiter text box blank to indicate a space (" ") between parts of your Contact name.

For example, if each contact name was composed of two values in the following order, "Last Name, First Name", then select the Value "Last Name" for Position 1 and the Value "First Name" for Position 3, and enter a comma (",") in the text box for Position 2.

Click this button to return to the Contact Conversion Wizard - Define Contact name screen.

Click this button to continue to the next step of the Contact Conversion Wizard.

Click this button to exit the Contact Conversion Wizard and return to the program.

Related Topics