Saved export settings

[Jon Polish]

OK, what am I not getting or doing wrong?

I want to export my custom contact list to a csv file. I carefully choose the fields and conduct the export. Because of the complexity of the field selections, I think I might want to do this again. I return to the export wizard and this time save the settings that were already there from the last time (I suppose they are now considered the default). When I return and select my saved settings, they are all wrong. The default settings are correct.

1. How can I save my settings as a named set?

2. Can I delete setting that are no longer needed?

Thanks.

Jon

[Jon Polish]

I think I found where the export setting is kept - in the registry. Although the name of the export setting exists under sets, there are no specific settings that are saved. This is unlike my saved import sets - I can see those settings in the registry.

Jon

[Jon Polish]

I feel like I'm talking to myself.

I think I figured this out, but it seems awkward.

1. You cannot delete or re-name saved sets from within UR. You have to edit the registry.

2. Saved sets cannot be modified. For some reason you have to completely re-do a set. This is a time waster.

3. You cannot use a default set and save it as a new set.

Jon

[Jon Polish]

Question: To what does "Skip missing values" refer? I have that ticked, yet blank records are imported.

Jon

[kinook]

Originally posted by Jon Polish
OK, what am I not getting or doing wrong?

I want to export my custom contact list to a csv file. I carefully choose the fields and conduct the export. Because of the complexity of the field selections, I think I might want to do this again. I return to the export wizard and this time save the settings that were already there from the last time (I suppose they are now considered the default). When I return and select my saved settings, they are all wrong. The default settings are correct.

1. How can I save my settings as a named set?There was a bug -- only settings that were changed got saved under a new set name. This is fixed in the latest download.
2. Can I delete setting that are no longer needed?Export sets are stored in the registry under HKEY_CURRENT_USER\Software\Kinook Software\Ultra Recall\Settings\ExportDlg\Sets (delete sub-keys to remove saved sets).

[kinook]

Originally posted by Jon Polish
Question: To what does "Skip missing values" refer? I have that ticked, yet blank records are imported.Checking this box will not create Attributes for input fields with no value provided.
http://www.kinook.com/UltraRecall/Manual/importdelimitedtextfile.htm

[Jon Polish]

Originally posted by kinook
Checking this box will not create Attributes for input fields with no value provided.
http://www.kinook.com/UltraRecall/Manual/importdelimitedtextfile.htm

I understand. Thanks.

Can you make saved set deletions available from within UR?

Jon

[Jon Polish]

I see this was fixed in yesterday's update (3.5.4.3):
"New import/export sets not created properly if no changes made to settings."

Thank you!

Jon