OASIS Technologies Support OASIS Technologies Support Knowledgebase Custom Contact Work Flow (Projects)
Custom Contact: How Do I Subscribe Users to Projects?

Custom Contact: How Do I Subscribe Users to Projects?

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Custom Contact Module
Knowledge Base 2.0 article 545

 

Custom Contact: How Do I Subscribe Users to Projects?

 

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 Project click the Project  icon

 

PROJECT  DIRECTORY

To View your projects subscriptions click the BLUE icon on the table row.

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CLICK THE BLUE ICON


This will open up a  new screen that will then run the associated report and then show you all of the “subscribers” for the project.

 


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  1. To add a new subscriber to your project click the GREEN “Add Subscription” button

  2. Search for their name in the search box

  3. Click on the GREEN button to finalize your selection / subscription.

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CUSTOM FORMS
You can also subscribe users to Projects through the use of CUSTOM FORMS and TRIGGERS for any <SELECT> statement on your custom forms.

  • How Do I Use Custom Form Triggers to Subscribe Users to Custom Contact Projects  ( read article 553 )

 

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