KB Customer Manager
Do you want to?
Import external customer data into Enta from any source?
Tag imported data with multiple custom Event Interest Codes and/or specific Patron Categories?
Import from Access, Excel or plain text formats?
Extract data from Enta, clean it using external tools such as AFD Refiner for
postcode cleaning and then re-import it back into Enta?
Validate inbound data for data quality and print reports of incoming data that does not meet data quality standards?
Update only specific fields in Enta leaving other original values intact e.g after updating postal address data after external cleaning.?
KB Customer Manager Setup overview
Obtain a KB Customer Manager licence key for each work station that is using KB Customer Manager.
Install KB Customer Manager licence key.
Install .net runtime.
Configure KB Customer Manager xml files (database and settings) and mark as read only.
KB Customer Manager Import screen shot:
KB Customer Manager Export screen shot: