Detailed Field Information Related Information Examples & Tutorials
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“ The Collect! Task Scheduler has significantly reduced the number of behind-the-scenes tasks that we run everyday. ” Scott P.

Select Contact Plan

Select the Contact plan you want to run on this batch.

Press F2 to pick a Contact plan.

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

Select the Edit Contact Plans button to customize existing plans or create your own. Press F1 for help when the list of Contact Plans is displayed.

Select NEXT to continue or BACK to select a different range of accounts for this batch.

Contact Plan

Choose a Contact Plan to run on this batch. Press F2 to display the list of Contact Plans.

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Edit Contact Plans

Choose this to display the list of Contact Plans. Choose a plan and press enter or select the EDIT button at the bottom of the form that displays.

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

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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.

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Select this to proceed with the batch process. The form that is displayed depends on the type of batch process you are preparing to run.

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See Also

- Batch Processing Topics
- How To Use Contact Plans

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