Custom Contact ModuleKnowledge Base 2.0 article 536
Navigation Path< module > – Constant Contact
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.
The Custom Contact tool can be found on the left side menu of all of the major administrative modules.
You can access the tool by clicking on the Custom Contact link and then selecting which version you chose to use.
To access the News Directory click the News icon
To access the Date Directory lick the Date icon
NEWS DIRECTORY
To EDIT a News or Date job simply click the “BLUE ICON” button found at the end of the table row.
Here you can change the name of your job.
You can set a description of the job.Set your job to “open” or “closed” Closed jobs will NOT run.
What do you want this job to do?Send an Email?Send a Text Message?Generate a PDF letter to print?
Select the LETTER that you want to use for this job.
Letters are created / edited using the Custom Letters Tool.
Select the REPORT that you want to use for this job.Reports are created / edited using the Custom Reports Too.
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