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Contact type: the operator can create the criteri

The operator can view the contact criterion screen in the context of the Institution.

The criteria and values ​​can be assigned individually to each contact sheet or be created before the initial import of the contacts planned during the client's onboarding (Contact import Format (Extended))

Note: these criteria and values ​​also serve as filters for contacts using queries used in the marketing tools (for customers using SECUTIX AUDIENCE MANAGEMENT - Audience management)



Contact screen: In the contact file a contact can have one or more criterion with one or more values


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