Related Information Examples & Tutorials
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Build Contact Schedule

Collect! will build a Contact schedule for an account. It does this when you choose a Contact Plan from the Action field in the Debtor form. The Tools menu Batch Processing option offers a quick way to process many accounts.

The schedules built will be based on today's date.

Contact Plans schedule phone calls, letters, and other collection activities to appear in your To Do list.

You can also manually create Contacts in the schedule.

Collect! automatically loads the applicable Debtor phone numbers into the Contact description when creating a phone Contact.

If a Contact event's delay is zero then the Contact will occur on today's date, regardless of your selection of Contacts being scheduled on weekends or not.

See Also

- Event
- Contact Plan
- How To Manage Contacts
- How To Schedule Contacts

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