Updated Admin Search Lead options

[tbenson]

http://www.eflo.net/VICIDIALmantis/view.php?id=101

Updated code for admin searching. Phone number queries all phone numbers in leads (Main, Alt, and Address3). Put in a last called date modifier. All the terms are inclusive as well now, so you can specify a name AND a date AND a number. Numbers are exact matches, not partial matches.

Code by Kevan Benson

[mflorell]

Thank you very much for posting this. These kind of searches don't always work too efficiently on larger databases though(7,000,000+ leads) especially since the atl_phone and address3 fields are not indexed by default. I might put a note in the code that would only search by those fields if they were indexed, or just include it as a sub link onto the original lead search page.

[tbenson]

I am sure we can merge the original code into a search page, and the make an advanced search link to access this new code. Didnt realize the indexing issues, and curretly they are only at around 750k-1M leads, so it has been fairly decent.

Although we have a split out redundant database backend and decently powered frontend for the callcenter we modified the code for, so that I suppose could be keeping it from seeming too bad.

[seaq]

Hi i´ve just enhanced a litle bit the search form made by tbenson and the one made by kcunhg and op3r.

(http://www.eflo.net/VICIDIALforum/viewtopic.php?p=3642)

I´m working on adding to it a csv export option

Probably it would need some indexing as pointed by matt

hope this helps

the patch is in the track

http://www.eflo.net/VICIDIALmantis/view.php?id=101

includes support for searching
Lead ID:
List ID:
Vendor ID(vendor lead code):
Name or LastName:
Email:
City:
Status:
Phone Number:
Last Called:

It lacks - for the moment- the csv or xls export option, i hope i can upload it later

[seaq]

Hi i want to add CSV and XLS export functionality for this search, in order to process back the lists already dialed.

I´ve checked at the track and found a patch made by skiv with some functions for PDF, CSV, XLS generation

http://www.eflo.net/VICIDIALmantis/view.php?id=68

I wonder if it would be better to use this functions, so we don´t duplicate work or should i make some quick hack to get what i want (with CSV should be fine for me)

so any suggestions would be welcomed.

Thanks

[DarknessBBB]

Hello!
First of all thanks for this great emprovement!

I was wondering if it is possible to search for
campaign
custom dispositions
status categories, too

It would be perfect

[seaq]

Yes, i´m gonna expand it a litle bit in order to let search for Agent, All Status (including callbacks) and planning to make the result form similar to the agent form, so the supervisor can get the exact same data that the agent has with some administrative information.

[seaq]

I've updated this patch adding more options to the search

http://www.eflo.net/VICIDIALmantis/view.php?id=101

Also you would need to download a calendar applet. It seems to be in the public domain but i'm not sure. If someone else knows a GPL calendar applet i would update the script in order to use it.

http://www.scripts.com/viewscript/dyncalendar/11002/

http://www.phpguru.org/downloads/dynCalendar/

Hope you find this useful.

[DarknessBBB]

Thank you very much for this great emprovement!
What about campaign, custom dispositions and status categories?

[seaq]

hehe, it's on my plans but it seems a litle more tricky because i need to check some other tables and create the query from this...

But it's on my plan..

Please report back any issues so i can improve it.

[seaq]

i've just added an admin_modify_lead.patch that shows the missing info from the lead.