Custom Contact: What are News Jobs / Date Jobs?

Custom Contact Module
Knowledge Base 2.0 article 532

Custom Contact: What are News Jobs / Date Jobs?

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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. 

The News and Date jobs are identical.  We’ve duplicated the tool into two separate pieces to better allow our users to categorize their tasks.

1. Dates Jobs: Items that are based on a date (ie. birthday or anniversary notifications)
2. News / Document Jobs: Items that are designed to share information (ie. newsletters or overdue statements)   

News and Date jobs require the following:

1. A pre-designed custom report.
2. A pre-designed custom letter.

The News and Date Directories will index all of your saved jobs and provide you a button that you can click to run the job.

Jobs will take the results of your custom report and can accomplish one of several tasks:

1. Send the letter as an email
2. Send the letter as an sns (text) message
3. Print the letter as a PDF document
4. Post the letter to your Task Manager as a predefined item.

News and Date jobs can be run manually from the News or Job Directory, but they can also be set up to run automatically  as a CRON Job.

Read also:

• What are Work Flow (Projects) Jobs   ( read article 533 )
• What are CRON Jobs    ( read article 534 )