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

Custom Contact Module
Knowledge Base 2.0 article 536

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

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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 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.
	What do you want this job to do? Send an Email? Send a Text Message? Generate a PDF letter to print?
	Select the LETTER that you want to use for this job. Letters are created / edited using the Custom Letters Tool.
	Select the REPORT that you want to use for this job. Reports are created / edited using the Custom Reports Too.

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

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

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