Contact Series

• Contact Series: An automated series of letters and/or dialer phone calls training and documentation

  A Contact Series Definition is an automated series of letters and/or dialer phone calls.  For video training of how to setup a contact series click here For documentation on setting up a contact serie...

• Unified Communications Strategy - Using Email, phones, Text, and VoAPPS to drop messages

  THE UNIFIED COMMUNICATIONS STRATEGY In this version of RMEx, Quantrax leverages significant investments in automation, artificial intelligence and multiple contract strategies, to create a powerful an...

• Disaster Areas: Halt Smart Code & Contact series, Letters , and work calls.

  For disasters or other reasons you need to halt: Smart code series (May show on the account with blank sequence) Contact Series (May show on the account with blank sequence) Letters  Work call Area Co...

• Account has a future Close Date

  The contact series processing uses the next work date that is set up in the nightly processing system controls. If you use the close account after completion (Y,A) field, accounts closed with this fea...

• The Contact Series

  A contact series is a way to automate a series of phone calls and/or letters to be generated a specified number of days apart     Keywords - Kbase Contact Series...

• Assigning a Contact Series by Balance

  There are a couple of options for assigning a contact series based on account balances For new placement accounts, the system control parameter (system control menu - contact series by client) would b...

• The Effects on an Account when Changing an Existing Contact Series

   When a contact series is changed, it does not take effect on an account immediately. The Account ALREADY calculated when the next date an action will take place. AFTER that action it will look at the...