Contact Plan Topics
- Developing Collection Strategies
- A must read for getting started.
- Contact Plan Basics
- Introduction and accessing tips.
- Contacts Versus Contact Plans
- A Quick Tour to understanding the difference
between contacts and contact
plans.
- Contact Plan
- The Contact Plan form is used to enter all
contact plan and event information.
- Contact Plan Access Rights
- Provides an area where you can control security.
- Schedule If User Level
- Schedule events in contact plans to trigger off the
User Level of the Debtor's Operator.
- How To Design New Contact Plans
- Step by Step designing of basic contact plan
scenarios that you can use every day.
- How To Import A Contact Plan
- Get a new contact plan into your database from
an external source.
- How To Export A Contact Plan
- Extract a contact plan from you database to an
external file.
- How To Copy Contact Plans To Master Database
- Take a pre-designed contact plan from your Demonstration
database and copy it to your working database.
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