Colors will reference the defined Colour Palette under the Advanced menu.

Manage Targets Page

In the previous release, the setup for a new standard Targets Table was released.

Under the Calculate menu, a Manage Targets page is now available for Administrators to view data populated on the new Targets Table. This page is view of the data that has been uploaded or pushed into the Targets Table, and does not allow users to directly add or delete records.

By default, the page will be filtered on Entity Type ‘Participant’, to display all Target values related to all Participants (Entity EID). Administrators can subsequently update the Entity Type to display Target values related to Team, Territory or Plans.

Admin: Calculate > Manage Targets

Targets Tab on Entity pages

In addition to the Manage Targets page, Administrators can navigate to a new Targets tab on each Entity page to view Target values for the given Entity. The tab displays data from the Targets Table, filtered by the Entity Type and Entity EID (Participant, Team, Territory, Plan).

The new Targets tab has been added to the Participant Console, Teams, Territories and Manage Plans pages:

Admin: Interrelate > Participant > People

Admin: Interrelate > Participant > Teams

Admin: Interrelate > Customers > Territories