Using Experts > Using the Contact Expert > Handling Contact Expert Tasks > Accessing the Auto Dialer

Deferring Contacts

Use the contact expert to defer a contact.

Example:You speak with a contact for an overdue account balance and are informed that a payment has been mailed.

To defer a contact:

1. In the Contact Expert window, select a record from the list in the left pane.

2. Select Defer Contact. The drop-down list defaults to one calendar week from the current date.

3. To change the deferment date, click the drop-down list, select the appropriate month and day, and click OK.

4. Type any notes in the Notes field.

5. Click Log and Remove Contact.