How Can I Credit Specific Fields For A Given Plan Only?
Assume that you've imported sales transactions and mapped fields A and B to category "Owner / Sold By". By default, when you run a calculation, the engine will process both fields A and B, find matches, and credit users.
However, suppose that you now have a plan for which you only want to take one of those fields into consideration (or even a different field altogether).
To override which fields to take into consideration for crediting:
- Edit your plan
- Click on "Targets" (if needed)
- In "Crediting Fields Override", specify one or more fields
- Use a semicolon to separate fields
- Example: My Other Field (Imported);Another Field (Imported)
Field Names
Field names should match exactly the name displayed when you go to Transactions > All Transactions > Customize. You should always append (Imported) or (System) as shown in the above example.
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