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- These roles are added to any new records. Existing records do not have their roles modified. Note: the Bulk Change Roles screen can be used to change roles of existing records.
- If the Import Custom Fields option is checked, then custom fields that apply to these roles can be imported.
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| Note |
|---|
| Note: No import has occurred at this time. Each row is colour coded to give an indication of the actions that will take place: |
| LIGHT GREEN | A new record which will be added to your person list |
| LIGHT PURPLE | An existing record which will be modified in your person list |
WHITE | An existing record which has no changes, and will not be modified |
| RED | A record which has an error, and will not be imported/modified. This may be due to a number of reasons such as creation of a duplicate record, failure of various validation checks, or the fact that the organisation may not have the access to edit an existing record. |
At the Preview screen you can click the Prev button to return to the first screen to change import options. Or, you can Re-upload file to make changes to the import file , and click the Reload data from file button to reload into the Preview screen.
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