OASIS Technologies Support OASIS Technologies Support Knowledgebase Custom Contact Work Flow (Projects)
Custom Contact: How Do I Edit User Subscriptions in Projects?

Custom Contact: How Do I Edit User Subscriptions in Projects?

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Custom Contact Module
Knowledge Base 2.0 article 550

 

Custom Contact: How Do I Edit User Subscriptions in 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 DASHBOARD:: Manage Users Subscriptions

To Edit  your projects subscriptions click the GREEN  icon on the table row.

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CLICK THE GREEN ICON


To EDIT a user's subscription click the GREEN  icon.

 

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OTHER ICONS

If the component does NOT have a letter defined a YELLOW gear will appear, and it WILLl NOT run.

If the LETTER has unfulfilled merge fields the RED BRACES will appear and it WILL NOT run.

  • The letter does not have the appropriate permissions
  • The letter has a conflicting merge field for the permissions it has.

OTHER ICONS

To run components separately click the BLUE icon.


To mark a component as complete WITHOUT running it click the MARK AS COMPLETED icon.

To preview the letter with merge field data click the GREEN EYE icon. 

 

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