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.