Custom Contact: How Do I Edit Project Components?

Custom Contact Module
Knowledge Base 2.0 article 556

Custom Contact: How Do I Edit Project Components?

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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

PROJECT DIRECTORY

To EDIT a PROJECT job simply click the “BLUE ICON” button found at the end of the table row.

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Components: Edit Component

To EDIT a component from your project click the EDIT Components Icon

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Components are designed to run on a specific date or they can be designed to run after a certain period of time (measured in days) from the day the user was subscribed to the Project.

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Components are intended to deliver a CUSTOM LETTER to the subscribed user OR to a specified individual other than the recipient such as a staff member.

Component Types:

PDF Document
Email
Text Message
Any specified TASK from Task Manager

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ADVANCED SETTINGS can be reached by clicking the BLUE icon.

It is here that you assign your CUSTOM LETTER to the component and define WHO the component recipient is.

COMPONENT SETTINGS

	COMPONENT STATUS OPEN - the component WILL run CLOSED - the component WILL NOT run
	IF THIS IS AN OUTGOING EMAIL If the recipient replies to the email, what email address should the recipient's reply-to email be sent to?
	IF THIS IS AN OUTGOING EMAIL Who should the email be sent to? The designated subscriber (enter 0) Someone else (ie admission office) enter in the email address of the recipient.
	SELECT YOUR CUSTOM LETTER What is the content to be used for your outgoing message (text message, email, PDF or Task Manager Comments)

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Custom Contact: How Do I Edit Project Components?

Custom Contact: How Do I Edit Project Components?

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