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Objective Scheduling

Distributor steps for scheduling an Objective in Encompass so tasks auto-generate for customers on a set frequency, filtered by chain, salesman, territory, premise or customer type. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to Add an Objective Schedule
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1. Using Universal Search, navigate to the Objective Schedule table
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2. Click the Add Objective Schedule button
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3. Enter values to all required and applicable optional fields displayed in the New Objective Schedule form and click the Add Record button when complete
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  • Select an Objective
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  • StartDate indicates the date when the first task is to be generated
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  • EndDate indicates the date when the last task will be generated
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  • Set the Frequency to determine how often will the task be generated
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  • Enter Days to Deadline to indicate how long the task will exist from creation (we recommend 7 days or more)
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  • Select your Customer filters on Industry Volume, On-Premise, Customer Type, Chain, Salesman, Territory, Customer, Draft Package, or Has Displays
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Fields And Definitions

  • Industry Volume - Filter to Customers based on their Industry Volume
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  • On-Premise - Filter to Customers that are either On Premise (True) or Off Premise (False)
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  • Customer Type - Filter to Customers that are a specific Customer Type
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  • Chain - Filter to all Customers within the selected Chain
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  • Salesman - Filter Customers that are assigned to this Sales Representative
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  • Territory - Filter to Customers in a specific territory
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  • Customer - Filter to a set of individually chosen Customers
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  • Draft Package - Filter to Customers based on whether they carry: Package Only, Draft Only, or Draft & Package (Set on the Customer record)
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  • Has Displays - Filter Customers based on whether or not they can have displays (Set on the Customer record)

Best Practices

  • Filters are exclusive, not inclusive. For example: if you set On Premise = True and Salesman = a specific user, Encompass will look at only the On Premise Customers for that Sales Rep
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  • If no filters are applied, a task will be created for all active customers
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  • Objective Schedules with the Frequency - Once, should not be reused. When reactivating an inactive Objective Schedule with the Frequency of Once and updating the active dates, Encompass will only create new Tasks if one was not created the first time the Objective Schedule was active. Always create a new Objective Schedule record when using the Frequency of Once.
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