Custom Contact: How Do I Edit a News or Date Job?

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Custom Contact Module
Knowledge Base 2.0 article 536

 

Custom Contact: How Do I Edit a News or Date Job?

 

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.

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You can access the tool by clicking on the Custom Contact link and then selecting which version you chose to use.   

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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.

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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.

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What do you want this job to do?

Send an Email?
Send a Text Message?
Generate a PDF letter to print?

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Select the LETTER that you want to use for this job.


Letters are created / edited using the Custom Letters Tool.

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Select the REPORT that you want to use for this job.

Reports are created / edited using the Custom Reports Too.



 

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