The source that you should use for the query depends on the context in which the output process will be used.
Location of queries in the Document System
When defining an output process, users must browse to the appropriate query to use for the process. You should create all such queries in the $ > Common > Shared Documents folder (or one of its sub-folders) of the Document System to ensure that it will be easy to find the query when defining an output process.
Query source for Marketing output processes
You must typically define two separate output processes for marketing inserts because source codes and job segments differentiate between contacts and prospects.
■ Job segments are defined as a Contact Job or as a Prospect job.
■ Source codes are designated as either Contact source codes or as Prospect source codes.
To send marketing inserts to both contacts and prospects, create two different inserts:
■ One insert must use an output process whose query source is the NetContact business object.
■ The other insert must use an output process whose query source is the Prospect business object.
Note: You should not use CSContact or CSProspect as the query source for any output process associated with marketing inserts. Use only the NetContact or the Prospect business object as appropriate, depending on the associated source codes and job segments.
Query source for action plans in Process Mgr
In Process Mgr, the appropriate query source for an output process depends on whether the process is being used in an action plan.
■ If the output process is being used in an action plan, you must use the following query sources:
□ Donor action plans must use the OppDonorContact business object.
□ Sales action plans must use the OppSalesContact business object.
□ Member action plans must use the OppMemberContact business object.
■ If the output process is not being used in an action plan, you can use any of the preceding three business objects for the query source, or you can use the NetContact business object.
Query source for other applications
If you are not using the query source for anything related to Marketing or Process Mgr, use the CsContact business object as a query source.