Related Information Examples & Tutorials
Want to learn more? View the Training Videos in the Collect! Member Resource Center to learn the inside tips on utilizing all that Collect! has to offer to optimize your company's efficiency.
“ I have been involved in many launches; this was the smoothest to date. ” Craig B.

Run Contact Plan Batch

You are about to run a Contact plan on a batch of accounts, which may take a few minutes. Remember that at any time during the operation you can PRESS ANY KEY TO CANCEL.

You can have Contact plans that handle new account assignments, reassign account Operators, close accounts if their balance falls below a certain threshold, and many other functions.

Choose START to begin the batch processing.

Choose BACK to select a different range of accounts or a different contact plan for this batch.

tip.gif To process automatic events that were scheduled previously, use the Process Automatic Contacts option in the Batch Processing form.


Press this button for help on the Run Contact Plan Batch dialog and links to related topics.

Top of page.


Select this to return to the previous form. You can then alter your settings or choose to close the batch processing procedure without running a batch.

Top of page.


Select this to begin processing your batch. According to the settings you have chosen, this will run a contact plan on a batch of accounts.

Top of page.

Clear Tags

When you complete your batch process, Collect! may prompt to clear tags if you started your procedure with a tagged list of accounts.

Prompt to Clear Tags after Batch Processing

Top of page.

See Also

- Batch Processing Topics
- How To Use Contact Plans

Top of page.

Was this page helpful? Do you have any comments on this document? Can we make it better? If so how may we improve this page.

Please click this link to send us your comments:

Collection Advisor
HIPAA One® Certified Seal