Knowledgebase: Contact Management
Contact plan conditionals work only with debtor record data
Posted by Fritz Schulze on 09 August 2007 04:13 AM
Contact plan conditionals are designed to work only with debtor record data.

Using : ' > 50.00' on the 'Schedule if' test in a contact plan event is not correct.

Please read

Under the 'Schedule If' field help (please press F1 when on that field) it states 'Only use fields from the Debtor record!!'

Please check out the topic to understand how the conditionals work in contact plans. I believe it is generally intuitive, but limited to contents on the debtor record. There are many places in the details and misc tabs on the debtor where your custom information can be stored.

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