Customers List

The Customer List will display all the Customers or Accounts that fit in one of the targeted segments (selected at Master Plan Setup) AND have the primary / targeted address in the bricks allocated to the current Rep position.

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IMPORTANT if in the Master Plan Guidance we had selected the primary address option only the customers / accounts that have a primary address in the Rep’s bricks will be included in the list. If we had selected the targeted address option only the customers that have a targeted address for this team in the Rep’s bricks will be included in the list.

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Every entry (row) in the list represents a Customer or Account for which we can see the following information:

• Full Name
• MDM Code
• Icon (:target:) if the customer was selected (targeted)
• Icon (:customer:) if the customer was edited, their channel frequencies have been modified vs Master Plan guidance
• Add Button, to add the customer to the target list, if they haven’t already been targeted
• Clear Button, to remove the customer from the target list

To add a Customer to the target list we need to press the + Add button found in the Customer List next to the Customer’s name.To remove a Customer to the target list we need to press the - Clear button found in the Customer List next to the Customer’s name

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NOTE that when multiple Reps share the same brick they will all the all the relevant customers in that brick and more than one Rep can target the same customer either with the same or with different frequencies for each channel

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NOTE on deleted or inactive Customers / Accounts

Customer that are deleted (inactive) will not be visible in the customer list with one exception: If a customer has been targeted by a Rep for the current planning exercise and after that the Customer becomes inactive, we will still be able to see that customer in the list, however the only action we can take on an inactive customer is to remove them from the target list.

When a customer becomes inactive the universe of relevant customers is decreased by 1. If the Rep has selected all the customers in their list and then one or more become inactive, then the number of targeted customers will be higher than the universe and the planned coverage will be > 100%

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Filtering the Customers List

The Customers / Accounts list can be filtered by several parameters and multiple filters can be combined to refine the results

• The body of the panel shows the current filters
• The Filter Button allows the addition of new filters
• The Clear Button will remove all filters

Upon pressing the Filter Button we will see a popup where we can choose our filters

                                           Customer filters

• Name will return all entries that match the introduced string
• MDM Code will return the customer / account that match exactly the introduced string or nothing if no exact match is found
• Parent Account MDM Code will return only the customers that have affiliations with the respective account or none if the Account MDM code is not found. This takes into account all of a customer’s affiliations (accounts) not just the primary one
• Bricks will return all the customers / accounts that have the primary / targeted address in the selected bricks, allows multiple selection
• Segments will return all the customers / accounts that have the selected segments, allows multiple selection
• Targeted will return, depending on the choice, all the customers / accounts that have been / have not been selected (added to the target list)
• Edited will return, depending on the choice, all the customers / accounts for which the frequencies by channels were / were not changed from the Master Plan recommendations