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Contacts
The Contacts section of Name Segmenter refers to the Contacts module. In summary, the Contacts feature in Denari can serve two functions, both at the same time, when needed. First, it can be a place to record contacts like phone calls, emails sent, etc. and store them for future reference. Second, it can be a simple to-do list type application related to your donors. You can create a task, assign that task to a Denari user, set a scheduled date, and review to verify that the task has been completed.
The Contacts filters in Name Segmenter allow you to use some of the Contacts fields as filters for a list of names. These filters apply to the 'task/to-do list' function of contacts. It is important to remember that Name Segmenter DOES NOT give you contact information in the output. It gives you a list of names and related name information about the name records related to contact items/tasks.
To use the fields, click to expand the Contacts section and then check the 'Use Scheduled Items' check box.
Item Status
Status refers to Open or Closed items. If the task has been completed, it is Closed. You can then limit the name output here to just items that are still open, closed, or both.
Resource is the staff person assigned to the task. Click the drop down to choose a person. The resources or staff person list is set up through the Contacts module. Check out that section for more information.
