The Import Action page defines how the imported list is added to the TRAK database.
Select from three options for how the data is to be imported:
Add data to TRAK's client data file.
1.If the client exists, update the record. Otherwise, add as a new client.
2.If the client exists, do not update the record. Otherwise, add the record.
3.If the client exists, update the record, otherwise, do NOT add as a new client.
4.If the client exists, do not update the record, otherwise, add record.
|When selecting item #2 or #3, the conditions for defining if the client exists are enabled. Select the appropriate item from the list below. If the Social Security Number was not selected as an imported field, it will be disabled.