The Target Record can have the same Toll-Free Number (TFN) as the Source Record but with a different Effective Date and Time. It can also be a different TFN or Template Name for which the Source Record is a good (or exact) match of the Customer Record (CAD) (also known as a CR) desired for the Target Record. The Target Record section contains:
- Toll-Free Number/Template: (Required) The TFN or Template Name that you want to save the chosen Source Record information.
- Now: (Optional) There is a provision to select “Now” by checking the box to the right of the Toll-Free Number/Template field. This will set the Target Record to the Effective Date and Time of “Now”.
- Effective Date: (Required) The Effective Date of the Target Record. It must be in the standard MM/DD/YYYY format. This field can be manually entered or by selecting the "Calendar" icon to the right of the Effective Date field to choose the desired date.
- Effective Time: (Optional) The Effective Time of the Target Record. The Effective Time of the new record that was copied from the existing Source Record.
Learn more about this topic in the following video!
Disclaimer: This video is intended to be used as a guide for educational purposes only. Pages shown in the video may differ slightly from the Production Environment.