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Feature #8386

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inbound calls lead population

Added by David Reedy about 1 month ago. Updated about 1 month ago.

Status:
New
Priority:
Normal
Category:
Features
Target version:
Start date:
10/27/2020
Due date:
% Done:

0%

Estimated time:

Description

If an inbound calls back to the DID that just called them. The inbound section does not populate the lead information of the customer. It comes up with a blank lead and this causes an issue if there are scripts and custom form involved.

Is there a way to have to inbound call search the campaigns leads to match the phone number and populate the current information in the database?

We have been using this feature in Vicidial for some time.

#1

Updated by Jackie Alfonso about 1 month ago

David Reedy wrote:

If an inbound calls back to the DID that just called them. The inbound section does not populate the lead information of the customer. It comes up with a blank lead and this causes an issue if there are scripts and custom form involved.

Is there a way to have to inbound call search the campaigns leads to match the phone number and populate the current information in the database?

We have been using this feature in Vicidial for some time.

Can you please specify the feature that you are looking for?

#2

Updated by David Reedy about 1 month ago

sure np,

sorry for lack of details i am still new to this system and will get better.

In Vicidial Inbound calls section there is a selection of "In-Group Call Handle Method" there is no equivalent in the goAutoDial inbound section. The call handling has an extensive help section. Which I will copy and paste below. As I have stated the inbound call makes a new lead and does not look into the system to see if the lead exist. I have underlined the section which I think is relevant to this feature and removed some of the help section to clean up this ticket.

In-Group Call Handle Method [X]
If IN_GROUP is selected as the DID Route, then this is the call handling method used for these calls. CID will add a new lead record with every call using the CallerID as the phone number, CIDLOOKUP will attempt to lookup the phone number by the CallerID in the entire system, CIDLOOKUPRL will attempt to lookup the phone number by the CallerID in only one specified list, CIDLOOKUPRC will attempt to lookup the phone number by the CallerID in all of the lists that belong to the specified campaign,

#3

Updated by Demian Lizandro Biscocho about 1 month ago

Hi David,

Looks like we don't this in the GUI yet. An alternative solution is to modify the "vicidial_inbound_dids" table and change the default value of "call_handle_method" from "CID" to "CIDLOOKUP".

Would you like to sponsor and/or any other inbound related features that you need?

#4

Updated by David Reedy about 1 month ago

How much would something like this cost to sponsor?

#5

Updated by Demian Lizandro Biscocho about 1 month ago

Should be good for an hour or two of development work. $160 will cover this particular customization.

We'll add a dropdown menu (CID, CIDLOOKUP, CIDLOOKUPRL and CIDLOOKUPRC) in the DID settings page. Modify the API for the DID settings to include the new parameter so that it gets written properly to the database.

We normally charge $160 per hour for customization. Or if it's complex, we can charge per project basis.

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