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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