Table 7. Call List Generation User Properties
|
|
|
Reset Called Flag |
Y |
Called flag will be reset to N when a duplicate contact is added to the call list. |
|
N |
Called flag will not be updated when a duplicate contact is added to the call list. |
Reset Emailed Flag |
Y |
Emailed flag will be reset to N when a duplicate contact is added to the call list. |
|
N |
Emailed flag will not be updated when a duplicate contact is added to the call list. |
Reset Ignore Flag |
Y |
Ignore flag will be reset to N when a duplicate contact is added to the call list. |
|
N |
Ignore flag will not be updated when a duplicate contact is added to the call list. |
Merge Criteria |
Y |
Criteria Matched field will be merged when a duplicate contact is added to the call list. |
|
N |
Criteria Matched field will not be 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 will be merged. |
|
Ignore |
If a contact is already in the call list, no action will be taken with this record. |
Popup When Add Call List |
Y |
A dialog box will pop up when the user adds contacts to an active call list. |
|
N |
No dialog box will pop up when the user adds contacts to an active call list. |
Popup When Create Call List |
Y |
A dialog box will pop up when the user creates a new call list. |
|
N |
No dialog box will pop 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 will show as prefix text on the Criteria Matched field to indicate that the matched criteria is associated with an interest. |