Related Information Examples & Tutorials
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Action Codes

Action codes are used when contacting Debtors to automatically write notes, change the Debtor's status and schedule future Contact and file reviews.

On the Debtor form, when the cursor is on the OK button press the down arrow key to move onto the Debtor's Action field. Type the code of a Contact Plan you want to invoke or press F2 to select from your list of contact plans.

tip.gif We have preset a number of contact plans in the Demonstration database to give you an idea of how the system can be set up. Since offices have their own way of operating you can edit the Contact Plan list to change existing plans or you can create your own.

For further information please review the Help topic Contact Plans.

See Also

- How To Manage Contacts
- How To Copy Contact Plans To Master Database

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