What is Custom Contact

Custom Contact Module
Knowledge Base 2.0 article 531

What is Custom Contact?

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Custom Contact is a powerful tool that can be used to build Workflow and Automation Systems utilizing Custom Letters, Custom Reports and a system scheduling tool called CRON. 

Custom Contact can be used to:

• Send emails
• Send text messages
• Print PDF documents with merge fields
• Post tasks to Task Manager

Custom Contact can be used to:

• Build and automate “one time” workflow
• Build and automate “sequential” workflow.

For <this user> Do:
Day 1: Send Email
Day 2: Mail PDF
Day 3: Send Email
Day 10: Schedule Phone Call
Day 14: Mail PDF
Day 15: Send Email
Day 20: Schedule Phone Call
December 14: Send Text Message
December 31: Send Text Message

To Do List:

• Send Birthday Notes
• Send Anniversary Notes
• Send Monthly Newsletters
• Send Fundraising Letters
• Send Overdue Statements
  
  

Read also:

• What are News Jobs / Date Jobs           ( read article 532 )
• What are Work Flow (Projects) Jobs   ( read article 533 )
• What are CRON Jobs    ( read article 534 )