Browsing Brazilian Portuguese translation

1.

The Activity Import Wizard allows you to easily upload activity from other applications into CiviCRM. Contacts must already exist in your CiviCRM database prior to importing activities for them. Use Import Contacts to create contact records first, if necessary. Then you can match activities to contacts by Email Address, CiviCRM Contact ID, or an External Identifier (see the TIP below).

2.

Files to be imported must be in the 'comma-separated-values' format (CSV). Most applications will allow you to export records in this format. Consult the documentation for your application if you're not sure how to do this. Save this file to your local hard drive (or an accessible drive on your network) - and you are now ready for step 1 (Upload Data).

3.

TIP - Matching Activities to Contact Records

4.

CiviCRM allows you to indicate which contact each activity record belongs to using either the unique CiviCRM-assigned Contact ID, a unique External Identifier which you assign, OR your configured 'strict' Dedupe Rule set (which uses email addresses by default). You must include at least one of these values as a column in your import file. If you have are synchronizing (or migrating) contacts from another application to CiviCRM, and that application has assigned a unique ID to each contact, you can import that value into CiviCRM's External Identifier field. Then you can use that unique key as the 'match to contact' value when importing related data such as Activities and Contributions.

5.

Enter the destination URL. Generally you should use relative URLs for CiviCRM pages (e.g. links to profiles). Use complete URLs for external pages. Leave this field empty if you are creating a menu section that does not have a clickable destination.

6.

Select the menu item corresponding to the section this item should be placed in. If this is a top-level menu, leave this field empty.

7.

Check this box to add a separator line between this menu item and the one below it.

8.

You can assign one or more permissions to this menu item. Multiple permissions are additive by default. EXAMPLE: If you assign <em>access CiviContribute</em> and <em>administer CiviCRM</em> to a menu item, a user will need to have BOTH permissions to access it. You can change this behavior to "either / or" by changing the Operator below.

9.

Set the Operator to "OR" if you've assigned multiple permissions and want access to be granted for any one of them. EXAMPLE: If you assign <em>access CiviContribute</em> and <em>administer CiviCRM</em> to a menu item, and set the Operator to "OR", users who have either of those permissions will have access.

10.

The following tokens are available to format Mailing Labels. Address fields are taken from the contact's <strong>primary</strong> location.