Custom field possibilities

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Custom field possibilities

Postby asterisknoob » Tue Oct 22, 2024 1:49 pm

Hello team,
I have a very quick question.
As we know we can dial with lead_id no as well with vicidial.
I want to ask is it possible to dial with any customer field or source id field?
please help me to do this possible.

Thanks
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Re: Custom field possibilities

Postby carpenox » Wed Oct 23, 2024 9:46 am

you mean like to dial the customer name? no, the phone number is the only way
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Re: Custom field possibilities

Postby asterisknoob » Wed Oct 23, 2024 5:56 pm

carpenox wrote:you mean like to dial the customer name? no, the phone number is the only way

Not with name. Like source ID field or any customer field with numbers only.
For example i uploaded the leads data in the list Like this:
Phone No, source id, or customer field unique numeric as identity.
123456789, 12345, 12345.
So when will i dial 12345 the system should dial 123456789.
This is the same thing like we can dial lead_id over phone no.
But here i want my own defined code. via predefined field or any custom field.

Thanks.
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Re: Custom field possibilities

Postby mflorell » Thu Oct 24, 2024 6:54 am

Agents can only manually dial with either a phone number of a lead id. We currently don't have that option for any other field types, although I'm sure something like that could be added eventually if it is contributed or sponsored.
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Re: Custom field possibilities

Postby williamconley » Sat Oct 26, 2024 4:17 pm

asterisknoob wrote:
carpenox wrote:you mean like to dial the customer name? no, the phone number is the only way

Not with name. Like source ID field or any customer field with numbers only.
For example i uploaded the leads data in the list Like this:
Phone No, source id, or customer field unique numeric as identity.
123456789, 12345, 12345.
So when will i dial 12345 the system should dial 123456789.
This is the same thing like we can dial lead_id over phone no.
But here i want my own defined code. via predefined field or any custom field.

Thanks.


Please be a bit more clear about your full situation, cuz I'm guessing here: But ... is your goal ...

You have codes for clients (I'm thinking account numbers or something similar). You would like your agent who has a sheet of paper in front of him with that account number on it to be able to enter the account number and dial one (or all?) the numbers associated with that account number until reaching a human and then let the agent move on to the next lead?

Are you talking about one agent in a room of 20 each with their own stack of papers (or firefox tab) with customer codes?

You *could* set up a page in an iFrame (in the agent's logged in session) and code the page to pull all the leads with the associated code into the LIST associated with that agent which would then cause those leads to be called in that specific agent's campaign immediately (assuming either dialed-since-last-reset=NO or the script changes them all to "NO" during the list move). NO custom Vicidial code required, but one independent page in php on the server in question. Likely you would also have the previoiusly "pulled" leads pushed back to their original lists as new ones are pulled in or use an end-call URL in the campaign to push them back after the "customer contacted" dispo occurs or you run out of leads for this customer.
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Re: Custom field possibilities

Postby asterisknoob » Mon Oct 28, 2024 5:32 pm

williamconley wrote:
asterisknoob wrote:
carpenox wrote:you mean like to dial the customer name? no, the phone number is the only way

Not with name. Like source ID field or any customer field with numbers only.
For example i uploaded the leads data in the list Like this:
Phone No, source id, or customer field unique numeric as identity.
123456789, 12345, 12345.
So when will i dial 12345 the system should dial 123456789.
This is the same thing like we can dial lead_id over phone no.
But here i want my own defined code. via predefined field or any custom field.

Thanks.


Please be a bit more clear about your full situation, cuz I'm guessing here: But ... is your goal ...

You have codes for clients (I'm thinking account numbers or something similar). You would like your agent who has a sheet of paper in front of him with that account number on it to be able to enter the account number and dial one (or all?) the numbers associated with that account number until reaching a human and then let the agent move on to the next lead?

Are you talking about one agent in a room of 20 each with their own stack of papers (or firefox tab) with customer codes?

You *could* set up a page in an iFrame (in the agent's logged in session) and code the page to pull all the leads with the associated code into the LIST associated with that agent which would then cause those leads to be called in that specific agent's campaign immediately (assuming either dialed-since-last-reset=NO or the script changes them all to "NO" during the list move). NO custom Vicidial code required, but one independent page in php on the server in question. Likely you would also have the previoiusly "pulled" leads pushed back to their original lists as new ones are pulled in or use an end-call URL in the campaign to push them back after the "customer contacted" dispo occurs or you run out of leads for this customer.


I Think your are getting my point.

This is an example.
https://drive.google.com/file/d/1HSM-WQAQ1zg1yFwYcCfaNzq1HhCUMJ0c/view?usp=sharing

Right now I did some changes with the code.
And i changed dial by lead_id over source_id field. So while uploading data I am mapping phone = phone no, name = name, source_id = shortcode (like 12345678).
The short code is very simple like if I upload the data today so the pattern will be like this 2024 which is current year, 10 which is current month oct, date 29 which is today. and then random or series of 4 or 5 digits like 0001 or 00001. So the shortcode will be 202410290001 and the number behind this code is 3134993337.
So whenever an agent dial 202410290001 this shortcode then the vicidial will dial 3134993337 this number.
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Re: Custom field possibilities

Postby williamconley » Tue Oct 29, 2024 8:43 pm

Excellent. Simpler so far than I imagined, but ...

WHY? That's the part that is missing to pull it all together. Why are you hiding the phone number from the agent(s)? Simple "don't steal my leads"?

What kind of volume are we talking here? Millions of leads per day or a few hundred? 100 agents or 4?

It would technically be possible to use Asterisk to convert in the dialplan. Let the agent actually dial the number in question, store that number in the lead, and have Asterisk generate a SQL query to convert the number outside Vicidial. But then the Vicidial system itself would never even have the number (very specific situations may require this, lol)

Alternately, you can use the lead lookup feature to get the lead from the "short code" and then dial the lead with the phone number hidden from the agent (which is already a feature).

Lots of possibilities. But to help, we need to know ... Why. 8-)
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