matchIT User Manual Version 6 Table of Contents Important Notice ............................................................................................................................................................ 1 Preface ........................................................................................................................................................................... 2 General Operating Techniques ...................................................................................................................................... 3 Using Online Help ..................................................................................................................................................... 3 Basic Navigation ........................................................................................................................................................ 3 Menus .................................................................................................................................................................... 3 Shortcut Keys ........................................................................................................................................................ 3 Additional Menu Options ...................................................................................................................................... 4 The Toolbars .......................................................................................................................................................... 4 Main File ................................................................................................................................................................... 4 Copying Main Files and Layouts ........................................................................................................................... 5 View Table ................................................................................................................................................................ 6 Performance Data ...................................................................................................................................................... 7 All Runs ................................................................................................................................................................. 7 Since Last Import ................................................................................................................................................... 7 Setup Options ............................................................................................................................................................ 8 Introduction ........................................................................................................................................................... 8 Operational Options ............................................................................................................................................... 8 Advanced Operational Options ............................................................................................................................ 10 File Locations Options ......................................................................................................................................... 12 Other Options ...................................................................................................................................................... 14 Multiple Parameter Sets ....................................................................................................................................... 14 Setup Wizard ............................................................................................................................................................... 18 Launching the Wizard.............................................................................................................................................. 18 Importing Data ......................................................................................................................................................... 18 Before Import .......................................................................................................................................................... 19 Enable Automatic Suppression ............................................................................................................................ 19 Import Only ......................................................................................................................................................... 20 Find Matches ....................................................................................................................................................... 20 Save and Exit ....................................................................................................................................................... 20 Cancel .................................................................................................................................................................. 20 End of Import........................................................................................................................................................... 21 Importing Data ............................................................................................................................................................. 22 Importing without using the Setup Wizard .............................................................................................................. 22 Contacts and Salutations .......................................................................................................................................... 23 ii Table of Contents Names and Words .................................................................................................................................................... 23 The 2 GB File Size Limit......................................................................................................................................... 26 Import Records ........................................................................................................................................................ 27 Data Summary ..................................................................................................................................................... 28 View Data ................................................................................................................................................................ 28 Main File Layout ..................................................................................................................................................... 29 Summary .............................................................................................................................................................. 29 matchIT Field Names and Usage ......................................................................................................................... 30 matchIT Field names by Type ............................................................................................................................. 30 Using Your Own Field Names ............................................................................................................................ 31 Input Options ........................................................................................................................................................... 32 Basic Options ....................................................................................................................................................... 32 Nationality Options .............................................................................................................................................. 36 Advanced Input Options ...................................................................................................................................... 37 ODBC Manager ....................................................................................................................................................... 38 Creating an ODBC Connection file ..................................................................................................................... 38 Importing via an ODBC Connection ................................................................................................................... 40 Exporting via an ODBC Connection ................................................................................................................... 41 Non Mailable Records ................................................................................................................................................. 45 Adding/Removing Mail Exclusion words ............................................................................................................... 45 Enabling/Preventing Mail Exclusion in New Data Files ......................................................................................... 46 Reporting of Mail Exclusions .................................................................................................................................. 46 Browsing Records that contain Mail Exclusions