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The customer data adjustment is carried out after any transfers for all customers, including those that did not have to be transferred. The effective settings of all customers, i.e. those that would be used for a schedule for the possibly new user, are compared with those settings that were used for the customer during the territory optimization or that are displayed in the final result.
For the call interval, the call duration and the business hours, there are the following procedures for the application of the optimization result (see Apply optimization result):
- Always set fixed values: The values of the respective setting during territory optimization are set directly at the customer, even if the effective values are currently the same.
- Example 1: For a customer, "30 days" is stored as call interval. The call interval used in the territory optimization is 45 days. For this customer, "30 days" is changed to "45 days".
- Example 2: For a customer, "Default" is stored as call interval and the standard is 30 days. The call interval used in the territory optimization is 30 days. At the customer, "Default" is changed to "30 days".
- Set fixed values if necessary: The values of the respective setting during the territory optimization are only set directly at the customer if the effective values are different.
- Example 1: For a customer, "Default" is stored as call interval and the standard is 30 days. The call interval used in the territory optimization is 30 days. For this customer, the call interval remains at "Default".
- Example 2: For a customer, "Default" is stored as call interval and the standard is 30 days. The call interval used in the territory optimization is 45 days. For this customer, "Default" is changed to "45 days".
- Do not set fixed values: The values of the customers will not be adjusted. Any different values from the territory optimization are not applied. However, the effective values of the respective setting may have changed as a result of a transfer if it was set that the user default should be used and the user defaults of the respective setting of the source and target users differ.
- Example 1: For a customer, "30 days" is stored as call interval. The call interval used in the territory optimization is 45 days. For this customer, the call interval remains "30 days".
- Example 2: For a customer, "Default" is stored as call interval and the source user's default is 30 days. The call interval used in the territory optimization is "user default". The target user's default is "45 days". For this customer, the call interval remains at "Default", which now means "45 days".