Batch Process Contact Plan
This topic steps you through running a contact
plan on a selected group of accounts using the
batch processing feature. This requires that you
have a contact plan already set up that you want
to run on a number of accounts and that you
know which accounts you want to select.
1. From the top menu bar, select
Tools and then select Batch Processing from the
drop-down choices. This will display the Batch
Processing form.
2. Select the radio button labeled Run
contact plans so that there is a dot in it.
Select the NEXT button. This will display the
Select Accounts To Process form.
3. Select the radio button labeled Tag
individual records so that there is a dot
in it. This makes the Tag Records button visible.
4. Select the Tag Records button to display the
Debtor list. Use the arrow keys and spacebar to
tag the records you want to run the contact plan
on.
As you tag records, they are highlighted
in blue. The tagged record you are on is highlighted
in yellow.
5. Press F8 when you are finished tagging your list.
Press the NEXT button. This displays the
Select Contact Plan form.
6. Select the down arrow next to the field
labeled Contact plan to pick
your contact plan from the list.
7. Select the NEXT button. This displays the
Run Contact Plan Batch form. You can select
the BACK button if you want to make any changes.
If you are ready, press START.
The contact plan will run on the accounts you selected
and Collect! will display a summary indicating the
number of accounts the plan was run on.
See Also
- Batch Processing Topics
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