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Component: CRM-CIC
Component Name: Interaction Center WinClient
Description: A formula used to define how contact times are determined during call list generation.
Key Concepts: A scheduling rule is a feature of the CRM-CIC Interaction Center WinClient that allows users to set up rules for when and how tasks should be completed. It is used to automate the process of scheduling tasks and activities, such as customer service calls, emails, and other customer interactions. Scheduling rules can be used to ensure that tasks are completed on time and in an efficient manner. How to use it: To use the scheduling rule feature, users must first create a rule. This can be done by selecting the “Create Rule” option from the main menu. From there, users can specify the criteria for when and how tasks should be completed. This includes setting up a start date, end date, frequency, and other parameters. Once the rule is created, it will automatically apply to all tasks that meet the criteria. Tips & Tricks: When creating a scheduling rule, it is important to consider the specific needs of your organization. For example, if you are dealing with customer service calls, you may want to set up a rule that ensures that calls are answered within a certain amount of time. Additionally, it is important to consider how often tasks should be completed in order to ensure that they are done in an efficient manner. Related Information: The scheduling rule feature is part of the CRM-CIC Interaction Center WinClient. It is designed to help users automate their task management processes and ensure that tasks are completed on time and in an efficient manner. Additionally, there are other features available in the CRM-CIC Interaction Center WinClient that can help users manage their customer service activities more effectively.