PhoneTools (v2.4 onwards): One-time batch screen

  • Go to App Launcher | PhoneTools Administration.
  • Navigate to the Screening tab.
  • Select Screen Now.

PhoneTools will now 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.

Back to the PhoneTools (v2.4 onwards) installation walkthrough

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