How Collect! Executes Contact Plans Internally
When you choose an action for a Debtor, Collect! goes through
the following process.
Read The Contact Plan
Collect! reads the Contact plan from the local Contact plan
cache or from disk.
All events are stored in workstation RAM for fast
access. This assumes that you have set the Cache Contact Plans
switch in the WIP Options form. Access this form from the
Main Menu as follows.
Choose System Administration
Choose System Setup and Configuration
Choose Plans and Reference Tables. You will be able to access
the WIP Options from the form that opens now.
Check mark Cache contact plans to switch it ON.
If Delete All Pending Contacts
In the Contact Plan form, there are switches called " Delete All
Pending Contacts" and "Prompt Before Deleting." If " Delete All
Pending Contacts" is turned on for the plan that Collect is
executing, the following is done.
If The Prompt Before Deleting Switch Is Set
1) Make a list of pending Contacts
2) Display the list
3) Ask the User if they should be deleted.
4) If the User cancels, then cancel the whole plan.
Otherwise, continue.
Don't turn the "Prompt Before Deleting" switch on if
you plan to run a Contact plan in a batch.
Delete All Pending Contacts
Metro Credit Report Contacts are not deleted.
Scan Through Pending Contacts
Now, Collect! scans through all pending Contacts for the Debtor.
(when " Delete All Pending Contacts" was not set.)
If one of the events in the Contact plan has the "Delete Same Type
Contact" switch set, then delete any Contacts of that type.
The Event form opens when you select one of the
events listed on the Contact Plan. Details of the particular event
are set in this Event form, such as "Delete Same Type Contact."
When a contact plan with "Delete all pending contacts" attempts
to delete a pending contact, it will leave the contact alone if the
plan is being executed via the " Process automatic contacts
previously scheduled" batch process.
If Prompt For Date
If the "Prompt For Start Date" switch is set in the Contact plan, then
Collect! gets the reference date for the Contact plan; otherwise,
today's date it used.
If you run a batch process with this switch ON, Collect!
will prompt you only once at the start of the batch. The Start Date
you select will be applied to the whole batch.
Scan Through Each Event
Now, Collect! scans though each event in the Contact plan and
prepares the Contact details.
Determine The Contact Date
Now Collect! performs the following tasks:
1) If the "Delay Days" switch in the Event form is set, take the
reference date and add the number of delay days.
2) If the "Day of Month" switch is set in the Event form, then
check today's date.
If today's Day of Month is less than the specified
Day, then schedule the Contact for this month on that day.
If we are already past that day of the month, schedule it for next
month on that day.
If you did not enter a value for Day, Collect! will default
to the 1st of the month.
3) If the "Next Month Same Day" is set in the Event form, then
schedule the Contact for next month, the current day of month.
For example, if today is the 20th of October, the Contact will be
scheduled for the 20th of November.
This switch is useful for creating repeating Contact plans.
4) After the date has been set, check the WIP Options to determine
whether the " Schedule Contacts On Weekends" switch is turned on.
If Contacts are not to be scheduled for weekends, increment the
date if it falls on a holiday.
Determine The Contact Time
1) If no time is specified in the Contact form, make the scheduled
Contact time 0.
2) If the "Delay Minutes" switch is set in the Event form, add the
delay time to the current time of day. This is useful for setting a phone
call for a few minutes from now.
3) If the "Timeless" switch is set in the Event form, then set the
scheduled time to that time of day. For example, if the Time
entered is 18:00, the Contact will be scheduled for 6 PM.
Fill In Other Contact Details
Now, Collect! fills in other Contact details, such as the priority, Operator,
description and so on.
If Prompt For Details
If "Prompt To Confirm Details" is set in the Event form, then display
the Contact as scheduled, and allow the User to change the details.
Write Contacts To Disk
Next, Collect! writes the Contacts to disk in the following order:
Zero Delay
Any Contact plan events scheduled in the plan for zero
delay are run immediately, in the order listed in the first
Contact plan. Events within the called plan are also
processed in the same order, as outlined here. Notice
that any changes made in the sub-plan will take
effect before other events are processed in the main plan.
Close And Activate
Next, Collect! executes Close and Activate events.
Notes
Notes scheduled for today are written to the Debtor notes.
They will contain the previous account status before the
plan was run (unless it was changed in called plan), but the
new Operator if one was assigned, and any changes made by the
Contact plan.
Status Changes And Sales Assignments
Status changes and sales assignments scheduled for today are made.
Operator Assignments
Operator assignments scheduled for today are made.
Remaining Contacts
All remaining Contacts are scheduled. Those include the above
Contact types if they are not scheduled for a future date.
The Contact events that are scheduled for a future date
can be run using the Tools menu Batch Processing command.
See Also
- Batch Processing
- Event
- Contacts Versus Contact Plans
- How To Use Contact Plans
- How To Manage Contacts
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