Managing Contact Plan Exceptions

This document covers the setup of exceptions to contact plans.

Introduction

A contact plan exception determines the dates that are excluded from the contact plan dates that the system will generate later through 'Contact Plan. Create Active' (OIS057).

Example:

You can define that date 990101 should be replaced by 990103, because it is not usual to work on New Year’s Day.

Contact plan exceptions are entered in 'Contact Plan. Enter Exceptions' (OIS053) or through alternative 12='Exceptions' from the (OIS052/B) panel.

Define contact date

You can specify the normal contact date which you have identified to be excluded from the active contact plan dates that will later be generated.

Define new contact date

You can specify the contact date replacing the old contact date which you have identified on the (OIS053/B) panel.

The specified date must be a valid workday based on the system calendar.

Define new delivery date

You can specify the delivery date replacing the old delivery date.

The specified date must be a valid delivery date based on the system calendar.

Define new contact plan

You can specify another contact plan to be used instead of the current contact plan.

Define duplicates permitted

You can specify whether this customer can be connected to different contact plans with the same contact date. In case this parameter is activated, the consequence is that the customer that belongs to multiple contact plans with the same date may be contacted several times on that date.