Tasks in Targeted Marketing and Reports

Tasks may be generated by processing a TM product or running certain reports. The reports are:

• End Grace (Reports | Subscriber menu)

• Stopped Subscribers (Reports | Subscriber menu)

• Credit Cards Expires (Accounting | Subscriber menu)

• Subscriber Activity Export (Utilities | Export menu)

In order to create tasks, a task type and event must be defined for the TM product or the report in Task setup. In addition, a task creation flag must be set when running the options. This is Create Tasks in TM Processing and Generate Tasks in reports (see the following examples).

See End Grace