- Go to
App Launcher | PhoneTools Administration.
- Navigate to the
- Within the
Scheduled Screeningsection, select
Enable Scheduled Screeningto create a Scheduled Job that will execute each day, screening Not Screened and Overdue numbers.
- To manage or delete the scheduled jobs, select
Click here to view or delete scheduled jobs using the Salesforce Scheduled Jobs viewer.
PhoneTools will now have a daily job to execute a batch job to screen all configured records that have not yet been screened or are overdue. This is calculated from the Next Screen Due date field on the records.