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Work with contact plans, Header (DIR10601)


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In this file you enter the contact plans. Contact plans form the basis of the actual call plan that is generated. The contact plan holds the following information:

  • The person responsible for making the contact, i.e. handler (person) or role (i.e. multiple individuals)
  • The frequency of the contact
  • The customer to contact
  • The type of contact (phone, fax, etc)

A contact plan consists of a header and details.

Options

Details

Access the Work with contact plan details panel where you can enter the details.

Selection fields


Code
This column lists the call plan codes.
Description
This column displays the description of the call plan codes.
Handler
This column lists the handlers or roles for which the call plan will be created.
Period ID
This column lists the period id’s denoting the frequency in which the call plan should be created.
Day
This column lists the day in the defined period that the call plan entry should be created.

Work with contact plans, Header (DIR10604)

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On this panel you enter the main information for the contact plan.

Code
Description
Handler type
Enter the type of handler choosing from Signature (single user) or Role (multiple user’s).
Handler/role
Depending on what you entered in the Handler type field, enter either the handler code from Work with signatures denoting the handler responsible for the contact in this contact plan or the role code from Work with roles to denote the person or group of people responsible for the contact in this contact plan. Roles of type “User defined” are available.
Period ID
Enter the period from Work with contact periods denoting the frequency in which this contact plan should be included in the call plan generation.
Date
If Period ID was set to *DAILY, enter the date that this contact plan should start to be included in the call plan generation.
Day within period
Enter the day in the defined period that the call plan entry should be created for this contact plan.


Work with contact plans, Copy (DIR10605)

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Code
Displays the contact plan code(s) you selected to copy.


New code
Enter the new contact plan code that you are creating.
Description
Enter the description for the new contact plan code that you are creating.


Work with contact plans, Deletion (DIR10608)

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