Reset Called Flag

Y

Called flag is reset to N when a duplicate contact is added to the call list.

N

Called flag is not updated when a duplicate contact is added to the call list.

Reset Emailed Flag

Y

Emailed flag is reset to N when a duplicate contact is added to the call list.

N

Emailed flag is not updated when a duplicate contact is added to the call list.

Reset Ignore Flag

Y

Ignore flag is reset to N when a duplicate contact is added to the call list.

N

Ignore flag is not updated when a duplicate contact is added to the call list.

Merge Criteria

Y

Criteria Matched field is merged when a duplicate contact is added to the call list.

N

Criteria Matched field is not updated when a duplicate contact is added to the call list.

Merge or Ignore Duplicate Contact

Merge

If a contact is already in the call list, other attributes of this contact record are merged.

Ignore

If a contact is already in the call list, no action is taken with this record.

Popup When Add Call List

Y

A dialog box pops up when the user adds contacts to an active call list.

N

No dialog box pops up when the user adds contacts to an active call list.

Popup When Create Call List

Y

A dialog box pops up when the user creates a new call list.

N

No dialog box pops up when the user creates a new call list.

Reflect Holding

Holding (default)

The value of this property shows as prefix text on the Criteria Matched field to indicate that the matched criteria is associated with a holding.

Reflect Holding and Interest

Holding/Interest (default)

The value of this property will show as prefix text on the Criteria Matched field to indicate that the matched criteria is associated with both holdings and interests.

Reflect Interest

Interest (default)

The value of this property shows as prefix text on the Criteria Matched field to indicate that the matched criteria is associated with an interest.