RSS Feed
Knowledgebase : Contact Management

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 '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: