Decipher Phone format is always set (means Phone numbers will be displayed in US format) when importing files (CSV/DBF/ASCII/SDF) with a saved profile

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    Details

    Decipher Phone format is always set (means Phone numbers will be displayed in US format) when importing files (CSV/DBF/ASCII/SDF) with a saved profile

    [PRE-REQUISITES]

    - Having a CSV file with at least one phone number column, the following saved as a csv file would be sufficient

    "COMPANY","CONTACT","PHONE1"
    "Click test","Tony","011 555-7413"


    [STEPS TO PREPARE]
    1. File > Import and Export > Import Contact Records
    2. Import a new file + CSV file
    3. Select the specific CSV file
    4. Prepare the mapping as desired, the only requirement is that the Phone must be mapped to a Phone or Fax field
    5. Double click on the Phone field mapping
    6. Uncheck Decipher Phone format is unchecked > OK



    7.  Make sure to save the import profile in order to use it again with the  set settings (also with the specific file for easier replication)
    8.  Let the Import run trough and verify that the imported record's phone is  not automatically displayed in US format on the phone field. (The  underlying record does have the STATUS US format

    [STEPS TO REPRODUCE]
    1. File > Import and Export > Import Contact Records
    2. Import a new file using an existing profile + CSV file
    3. Select the specific CSV file or made sure it is the import file from steps to prepare
    4. Verify the mapping as desired, the only requirement is that the Phone must be mapped to a Phone or Fax field
    5. Double click on the Phone field mapping

    [RESULT]
    Although originally unchecked the Decipher Phone format, it is  by default checked again and therefore a 10-digit phone number will be  formatted as US phone number



    [DISCUSSION]
    Apart  from the fact that the Decipher format is ignored and defaults back to  checked another issue is that the Phone format cannot be set at all in  the Import and imports record with a status ' 0' which is not a 'valid'  value it should be either U or I as first character of the STATUS field


    Resolution

    [CAUSE]
    This is RM # 246342

    [RESOLUTION]
    It is always necessary to reset the Decipher Phone Format when using the Import profile

    1. File > Import and Export > Import Contact Records
    2. Import a new file using an existing profile + CSV file
    3. Select the specific CSV file or made sure it is the import file from steps to prepare
    4. Verify the mapping as desired, the only requirement is that the Phone must be mapped to a Phone or Fax field
    5. Double click on the Phone field mapping
    6. Make sure to uncheck the Decipher Phone format > OK


    Additionally it is strongly recommended to set the appropriate Phone Format for the imported contact records.

    1. Make sure to have a filter available for the  specific imported records (e.g. where createon = import date or  AccountNO begins with 6 digits for accoutno for current date  + createby  the importing user
    2. Log in with master rights
    3. Click Tools > Data Management > Global Replace
    4. Choose Update a field using advanced options >> Next
    5. Choose the status field in the Update field drop down
    6. Choose the option to Evaluate Value as dBASE expression at the bottom of the dialog
    7.  Enter: "I"+substr(contact1->status,2,2)  in the Expression field  under the Update Field drop down if you want to change all records to  international format,
        Enter: "U"+substr(contact1->status,2,2)  in  the Expression field under the Update Field drop down if you want to  change all records to US-format
    8. Click Next
    9. Verify the correct fields to be replaced is listed > Next
    10.  Verify a filter of contact to run the global replace against (see step  0.) or choose All Contact Records for the entire database
    11. Click Next
    12. Click Finish