Planned Contacts
Planned Contact records represent a specific action that a staff person or volunteer needs to take regarding a Contact Log entry. Contact Log entries with Planned Contact records associated with them display on the Portal's My Calls page.
Planned Contacts Fields
- Planned Contact Title
- Indicates the method of contact, such as "Welcome Call" or "Ministry Info Email".
- Instructions
- Describes what is needed during this contact. These display on the My Calls Portal page.
- Manager
- The person you should contact if there are any issues with the Planned Contact, like when you fail to make contact or exceed the maximum attempts.
- Hours Until Past Due
- From the time you create the Contact Log record, this number of hours determines the due date of the task associated with the Planned Contact.
- Maximum Attempts
- The maximum number of times you can attempt contact.
- Notify On Max Attempts
- If set to Yes, the manager receives an email if you meet the number of maximum attempts so they can determine the next steps.
- Notify On Failure
- If set to Yes, the system notifies the manager if someone marks a Planned Contact record as Do Not Contact.
- Next Planned Contact
- If the current Planned Contact record is one of a series, this field identifies the next Planned Contact record in the series. When a Contact Log entry succeeds, the system creates a record associated with the Next Planned Contact.
- Next Contact By
- If a specific person should be responsible for the Next Planned Contact, identify them here. Leave this field blank to allow the various Users to assign the call to themselves.
- Days Until Next Contact
- The number of days before the next Planned Contact is due. This is measured from the time the you mark the current Planned Contact as successful.
- Call Team
- The Group that takes the unassigned calls. If you don't have a Call Team assigned, anyone with My Calls rights can see and pick up unassigned calls. Setting a Group limits the people who can see or pick up the unassigned calls.