Contact Profile: Checklist Tab
The Checklist tab on a contact profile includes items that have been created in the Checklist Settings. Separate checklists can be created for each of the customer, unit, and address lists. As items are checked and completed, the current date will be entered in the Date field, and a system entry created under the Contact Log tab. Checklist items can also be un-checked to be utilized again if desired. If points have been assigned to the checklist item and a Reward program has been set up, they will be added to their Reward balance.
