Next Contact Date Workflow Step

This step is used to schedule the next contact date for account(s) in context for the workflow. Optionally, the next contact date may be applied to all of the person's accounts. The options displayed within the workflow step are configured by the administrator when building the workflow.

Depending on configurations made by the system administrator, the Next Contact Date may be automatically set for a promise. Please see the Promise to Pay Workflow Step topic in this guide for more information.

Field

Description

Select Next Contact Date

Select the next contact date by clicking the calendar icon next to the Next Contact Date field and clicking the desired date from the calendar.

Select Target Time

If necessary, enable the Select Target Time by selecting the check box and select the target time from the drop-down. This is useful if the account holder or liable person is unavailable until a specific time.

Apply Next Contact Date to All Linked Accounts

If necessary, select the check box to apply the next contact date to all accounts related to the account in context. This consolidates the contact attempts being made to the account holder regarding their different accounts.

Return To

In the Return To drop-down determine the queue placement of the account upon changing the Next Contact Date. The options in this drop-down are configured by system administrators in Administrative Settings.

If the below options are not available within the Return To drop-down, there is no user assigned to the account.

Return To	Description
Return to me in the queue	The account returns to the queue in which it was originally worked and is assigned to the user running the workflow step. Selecting this option overrides queuing rules. The account is only worked if the user completing this step works the current queue after the selected next contact date and time.
Return to me in any queue	The account is placed in any queue to be worked only the user running the workflow step. Selecting this option does not override queuing rules. However, the account is only worked if the user completing this step works the queue assigned to the account after the after the selected next contact date and time.
Return to anyone in the queue	The account returns to the queue in which it was originally worked but can be worked by any user assigned to the queue. Selecting this option overrides queuing rules. The account is only worked when a user works the current queue after the selected next contact date and time.
Return to anyone in any queue	The account is placed in any queue to be worked by any user assigned to that queue. Selecting this option allows queuing rules to determine how the account is worked after the selected next contact date and time. This option is used by default if the Return To field is not available to the user.