Select Contact Plan

Detailed Field Information

Related Information

Edit Contact Plans Help Back Next See Also

Examples & Tutorials

Manage Contacts Schedule A Letter Contact Schedule A Review Contact Schedule A Phone Contact Mark Contacts Completed Mark Contacts In Progress Use Contact Plans Import A Contact Plan Get Help With Contact Plans Use Batch Processing Batch Process Using Contact Plans Learn More About Contact Management In Collect!

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.

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.

Help

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

Back

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.

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.