Institution | Initialisation | Contacts criterion

Contact type: the operator can create the criteria for Individual and Structu

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 SAM, Secutix Audience management)

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