Custom Contact ModuleKnowledge Base 2.0 article 545
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 Project click the Project icon
PROJECT DIRECTORY
To View your projects subscriptions click the BLUE icon on the table row.
CLICK THE BLUE ICON
This will open up a new screen that will then run the associated report and then show you all of the “subscribers” for the project.
To add a new subscriber to your project click the GREEN “Add Subscription” button
Search for their name in the search box
Click on the GREEN button to finalize your selection / subscription.
CUSTOM FORMSYou can also subscribe users to Projects through the use of CUSTOM FORMS and TRIGGERS for any <SELECT> statement on your custom forms.
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