- Go to
App Launcher | PhoneTools Administration
. - Navigate to the
Screening
tab - Within the
Scheduled Screening
section, selectEnable Scheduled Screening
to 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.