In order to establish an event schedule on an account, a template must be defined in the Event Profile table. An event schedule is an account level facility that holds a set of activities that need to be performed on an account. The activities may be a set of pro-forma activities related to the status of an account, or is a set of recommended activities custom built for the needs of the collection situation or event. Essentially, an event schedule is a “To Do List” of activities that need to be completed on an account.
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