Person Appointments/Contacts (SOAAPPT) page / Main window |
Use the Contacts section to record all contacts between the person and the institution.
When a contact is entered, materials to be mailed are generated automatically based on the material rules created on the Material (SOAMATL) page. If material is created that only requires a specific contact to exist, and no other material rules are used, then when that contact is added for a person the material is generated on the Student Mail (SUAMAIL) page only if the material is also part of the person's communication plan.
Fields | Descriptions |
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Contact Type | Type of contact between the institution and the person. Contacts may be entered directly, or created when a contact is associated with an appointment and the result code of the interview is flagged to generate a contact. More than one contact with the same contact code may be entered if the contact dates are different. The contact code entered may automatically generate materials depending on the person's communication plan and the rules for generating materials on the Materials Rules (SOAMATL) page. Choices come from the Contact Type Code (STVCTYP) list of values. |
Contact Date | Date the contact type was entered. The default is the current date. Use the format DD-MON-YYYY. |