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Knowledgebase : Contact Management
   

Contact plan conditionals are designed to work only with debtor record data. Using : 'is.to > 50.00' on the 'Schedule if' test in a contact plan event is not correct. Please read https://www.collect.org/cv11/Help/event.html Under the 'Sched...
To run a contact plan on all or select members of a group [CV11 Only] - Open the Group Tab - Choose the Contact Plan button on the Group Tab Information from the Collect! on-line Help: http://www.collect.org/cv11/Help/matchingaccounts.ht...