Adding a contact authorization method

Use this option to add a new contact authorization method for the Personal Contacts screen. To edit a contact authorization method, you need to delete the incorrect authorization method, and add the new one.

To add a contact authorization method:

  1. From the Master menu, navigate to ClosedManagement Strategy > Codes > Contact Codes (menu 10.5.58).

  2. In the Contact Management Configuration window, select Update Authorization Methods, and press Enter or click Ok.
  3. In the Contact Authorization Method Configuration screen, at the CMD (A, D, /) prompt, type A, and press Enter.
  4. In the Enter Contact Authorization Method to Add window, type the approved method your agency can use as authorization to contact the account, and press Enter or click Ok.

    After you press Enter or click Ok, The Collector System automatically saves the change.

  5. To return to the Contact Management Configuration window, type /, and press Enter.