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Slide notes: In this tutorial we look at the Contact Master, and the File Maintenance Option. The Contact Master is the register that is used for Contact Calls when we include entries on the Call Lists.

Slide 2

Slide notes: I will select a Contact Master record to work with.

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Slide 8

Slide notes: The Selection Group is quite useful, and by coding selection groups here, it becomes easier to select the correct entries for a Call List. It really doesn't matter what system we use, it all depends on our needs. For example, if we have Call Lists by Delivery Route, then we can put a Route Code here. If, in another case, we organize our calls demographically, then we can use a demographic code.

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Slide notes: Here is the help on the Selection Group field.

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Slide notes: The Call Status can be YES or NO. If it is YES, then the Contact can be called, otherwise not.

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Slide notes: The telephone number is critical. A Contact cannot be called without a Telephone number.

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Slide notes: The "Speak To" indicator is quite important as well. There is not always a known NAME to speak to, but when it is available it should be indicated.

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Slide notes: The Call Master will also show the entire Call History for this Contact.

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Slide notes: All Orders will be on display, and can be drilled, i.e. enquired upon.

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Slide notes: The ATTENTION box is used to record any critical information that should be shown to the Operator before calling the Contact.

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Slide notes: The Commentary box shows all comments that are recorded, both from here and from the Call Screen when the Contact Marketer records notes there.

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