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From All n One's bxp software Wixi

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Case Management

335 bytes added, 09:11, 27 March 2012
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==='''Set the Current working outcome by period'''===
*Choose the time period in which you would like to manage records.
*Choose the campaigncase.
*The following will be displayed on the screen:
# Campaign name: (Name)
==='''Create custom contact group'''===
*Select the case.
*Create a name for this group in the text box.
*By supplying a name, this query group can be accessed quickly in the future.
*Choose the field names from the dropdown menus provided below the new group name, to customise this group to exactly how you would like.
*Group the recipients.
 
==='''Reset Contact History'''===
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