Lead record modification

Added by Alexander Yefremov almost 3 years ago

Hi,

we have just started to use new version of goautidial 3.
And after previous version we have several question, maybe you can help us.
1. If operator set wrong sales status, how we can change it? In previous version we can do it.
2. Option Copy custom fields doesn't work :( So we have to add it for every new company. Is it possible to fix it?
3. Sales count on dashboard all time show 0. It becomes after update admin to version 3.3.

Please, help us


Replies (6)

RE: Lead record modification - Added by Demian Biscocho almost 3 years ago

You can use the "Lead Search" function to change the statuses of your leads: Admin -> Lists -> Lead Search.

Here's the fix for the sales count on the dashboard:

mysql asterisk -f -u root -p -e 'UPDATE vicidial_statuses SET sale="Y" WHERE status="SALE";'

We're still double checking the copy custom fields feature.

Selection_059.png (68.4 kB)

RE: Lead record modification - Added by Tristan Kendrick Biscocho almost 3 years ago

Hi,

I've tried using the copy custom fields on a 32 bit version of goautodial CE 3.3 and it copied without any problems at all. Can you post 2 screenshots here (one for the source custom field and the other for the copied custom field) so we can identify which type of custom field you had an issue with?

RE: Lead record modification - Added by Alexander Yefremov almost 3 years ago

Hi,

thank you for your help.
Problem with custom fields next:
we add new list, Listid 1016

Then we create custom field. Custom Field Wizard ยป Create / Copy Custom Field
Process: Copy custom field

select list from and new list and push Submit

We see that all is good

But new custom field doesn't created :(

RE: Lead record modification - Added by Alexander Yefremov almost 3 years ago

And question about change status.
We found it, thunk's you, but when we make Export Call Report, this file doesn't contain this changes. What we do wrong?

Is it possible to change data in custom fields? We didn't see this fields if use Admin -> Lists -> Lead Search.

Is it possible to auto record all calls?

RE: Lead record modification - Added by Alexander Yefremov almost 3 years ago

Please, help us .....

RE: Lead record modification - Added by Demian Biscocho almost 3 years ago

Please use the latest code from GIThub: http://goautodial.org/projects/goautodialce/wiki/GIThub. It should be possible to change data in the custom fields.

Yes. It's possible to auto record all calls. Just set the "Campaign Recording" to ON in the campaign settings.

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