Navigation:  Setting Defaults > Setting General defaults

There are a variety of global options that are used during the import/export process. The default settings are shown below (default folder locations will be system dependant):

 

 

 

#1 - Default folders

 

These are the default locations where CDP saves any log files as well as the "Port" series template database. While the location of these files can be changed, there should be no need for it with CDP.

 

#2 - Standardization options

 

A default format can be specified for each of the two fields that will be applied when a contact is updated with applicable fields or exported (one or more fields that impact each of the fields must be selected for import or export - this is not a universal update for all contacts (see ContactGenie Toolkit - http://www.contactgenie.com that does provide that functionality:

 

FileAs

 

 

EmailDisplayAs

 

 

Default Settings & Operation

 

Default formats for:

 

CDP does not use any default Outlook settings. All values are updated completely independent of Outlook. If you wish to have a particular format used to correspond to a setting in Outlook, it must be correctly set here prior to any data being imported.

 

For importing, if a value is mapped directly to any of the these fields - FileAs, EmailDisplayAs, no standardization will take occur. The value found in the input data source will be used enabling you to use any format not included in the above options.

 

 

#3 - Exch GAL Folder Names

 

These are the default names used in the AddressBook for the GAL User / Contact / Group address lists. The default names vary based on regional language settings or if specifically changed. These names will be used whenever information for GAL AddressLists is required.

 

#4 - Fax number normalization

 

This provides the option to add(import)/remove(export) a prefix to fax phone numbers. Fax prefixes removed on export do not affect the exported contact items.

 

#5 - CompanyName normalization

 

Provides the option to standardize company names that start/end with the words The, Le, La & El. For example, a company name of "The Company" would be reversed to "Company, The".

 

 

#6 - Body (Notes) field import/export options

 

This determines what action will be taken if data is imported/exported to the contact Body (Notes) field.