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配置筛选器以查找最佳走访时间
要更有效地计划和安排访问,请让用户按医疗保健专业人员的首选参与时间筛选客户。
开始之前,请在最佳时间设置中选择允许用户编辑最佳时间选项。只有在您打开此选项后,用户才能按最佳时间筛选客户。
- 从应用程序启动程序中,选择管理员控制台。
- 选择地址管理,然后选择最佳时间。
- 选择是将设置应用于组织中的所有简档还是特定简档。
- 在“常规设置”部分,选择允许用户按最佳时间筛选客户。
- 保存更改。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。

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