New Project dialog
You can use this dialog to create a new project.
This could be a project that stores recipients data, or a project that is linked to an external data source.
New Project Name Enter the name of your new project. This is the name that will appear in the Project Tree.
Start from a blank list Select this option if you do not want any Data Fields in your project. You will be able to add data fields later.
Start from a standard recipient form Select this option if you want AY Mail to load standard Data Fields in your project. Standard data fields include name, organization, address fields, phone, fax, gender and birthday. AY Mail has standard forms for several countries. If you do not see your country in the list, then it is either not supported by AY Mail, or your operating system does not provide support for the corresponding character set. You will be able to edit the standard form by adding, removing fields, or changing their order.
Use current project as a prototype Select this option to transfer the Data Fields from the current project to the new one.
Import recipients Select this option if you want to build your new project by importing the recipients from an external source. The Data Fields for your new project will be imported along with the recipients list. Once you click on the Ok button, you will be able to select the Import Source using the Import Source dialog.
[Professional and Corporate Editions Only] Data storage:
Import data and store with the project The recipient list will be imported from the source and stored in AY Mail project. You will be able to edit and modify data.
Link to data source, import as needed Use this option if you want to maintain your lists outside AY Mail. You won't be able to use AY Mail to change or edit recipient data - the data will be pulled from the source you specify every time they're needed. See Links to External Data Sources for more details.
[Professional and Corporate Editions Only] Handle duplicate addresses:
Remove all duplicate addresses If you have duplicate addresses they will be removed in the new project.
Create combined records If you have duplicate addresses they will be merged into combined records. Such records will contain data from multiple imported records. In the course of import, you will see the Select Fields with Merged Data dialog where you can select the fields that will be used in these combined records.