Data Options Page

The Data Options page can be displayed at any time when a campaign is selected by clicking Data Options on the Navigator Tree.

This page allows the validation options to be set for customer data being imported into the campaign, normally to create an outbound calling list.

Some options will also pertain to data captured at the Advisor Desktop. See the individual options for details.

Note: These settings will mainly be used by a workflow process (including the Import File Processor) to import the data.

Reference Numbering

Import Options

Payment Card Options

Telephone Number Validation

QuizView Query and Call List Options