2.
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6.
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Use the Source tab to select input cells that contain potential responders. Cells from processes that are connected to the Track process appear in the Input list.
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a.
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b.
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Use the Contact Date field to select a date to associate with records that the Track process will update. By default, a value of "Today" is selected. You can also use derived fields to populate the Contact Date.
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c.
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Select a Contact Status Code to associate with the records that you are updating in contact history.
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7.
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8.
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a.
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Update Existing Records: If a record exists, update it. If a record does not exist, do not create it.
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Create New Records Only: If a record does not exist, create it. Do not update existing records.
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Update Existing and Create New: If a record exists, update it. If a record does not exist, add it.
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c.
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To write additional fields to the contact history, click Additional Fields to display the Contact History Logging Options dialog. Use the Add, Remove, Match, Up1, and Down1 buttons to select and move fields from the Candidate Fields list to the Fields to Log list. Unmatched fields will not be updated.
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d.
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9.
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If you want to log to a destination other than, or in addition to, the contact history in the system tables, select the Log into Other Destination check box. This option allows you to write to an alternate table or file.
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a.
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Use the Log To list to specify whether the output should be written to a file or a new or existing table in the database:
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b.
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To specify which fields to output, select fields from the Candidate Fields list and move them to the Fields to Output list.
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c.
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You can automatically find matching fields by clicking Match. Fields with exact matches for the Table Field names are automatically added to the Field to Log list. If there are multiple matching fields, the first match is taken.
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Append to Existing Data: Append the new contact information to the end of the table or file. If you select this option for a delimited file, labels will not be exported as the first row. This is the best practice for database tables.
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Replace All Records: Remove any existing data from the table or file, and replace it with the new contact information.
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10.
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11.
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