Activating or deactivating contact management options

Menu 10.5.58

There are several contact management options you can activate or deactivate in The Collector System. They include:

• Logging changes to contact records—The Collector System records and stores every change made to the contact record.
• Logging contact attempts—The Collector System logs every contact attempt entered for each contact type for an account, whether the attempt was made by a collector or an automated contact system, such as a dialer.
• Cross-referencing contact values—Allows users to search for all accounts that currently have, or at one time had, the same contact information as a specific account.

All of the contact management options are deactivated at installation. Before activating any of these features, we highly recommend that you ensure you have plenty of available disk space. This is especially important if you plan on activating the logging and cross-referencing options, which can take up a significant amount of disk space.

To activate or deactivate contact management options:

1. From the Master menu, navigate to Management Strategy > Codes > Contact Codes (menu 10.5.58).
2. In the Contact Management Configuration window, select Contact Management Features, and press Enter or click Ok.

3. In the Contact Management Options window, click a feature to activate or deactivate, and press Enter or click Ok.

   Active features are highlighted blue, inactive features are not highlighted.