help_documentation
Σύνολο εγγραφών στον πίνακα: 1581
| help_id | help_title | help_text |
|---|---|---|
| lists-agent_script_override | Agent Script Override | <QXZ>If this field is set, this will be the script that the agent sees on their screen instead of the campaign script when the lead is from this list. Default is not set.</QXZ> |
| lists-qc_scorecard_override | QC Scorecard Override | <QXZ>This is the scorecard to be shown to the agent when evaluating a QC record. It will override any campaign setting, but ingroup QC settings still take top priority.</QXZ> |
| lists-qc_web_form_address | QC WebForm Address | <QXZ>This is the website address that a QC agent can go to when clicking on the WEBFORM link in the QC screen.</QXZ> |
| lists-qc_statuses_id | QC Statuses ID | <QXZ>This area is where you select which "QC_TEMPLATE" settings container will be used to determine the call statuses that are eligible for QC evaluation in this list. This will override the campaign's "QC Statuses ID" setting if it is set, but not ingroups. </QXZ> |
| lists-inbound_list_script_override | Inbound Script Override | <QXZ>If this field is set, this will be the script that the agent sees on their screen instead of the campaign script when the agent receives an inbound call and the lead is from this list. Default is not set.</QXZ> |
| lists-inbound_drop_voicemail | Inbound Drop Voicemail Override | <QXZ>If an inbound call associated with this list drops while in an Inbound Group queue, this is the voicemail box the call will be sent to if the Drop Action is set to go to a voicemail box.</QXZ> |
| lists-inbound_after_hours_voicemail | Inbound After Hours Voicemail Override | <QXZ>If an inbound call associated with this list triggers an after hours action after it has been sent to an Inbound Group queue, this is the voicemail box the call will be sent to if the After Hours Action is set to go to a voicemail box.</QXZ> |
| lists-campaign_cid_override | Campaign CID Override | <QXZ>If this field is set, this will override the campaign CallerID that is set for calls that are placed to leads in this list. Default is not set.</QXZ> |
| lists-cid_group_id | Campaign CID Group Override | <QXZ>If this option is set to a valid CID Group in the system, this will override all campaign CallerID Number settings for calls placed to leads within this list. Default is ---DISABLED---.</QXZ> |
| lists-am_message_exten_override | Answering Machine Message Override | <QXZ>If this field is set, this will override the Answering Machine Message set in the campaign for customers in this list. Default is not set.</QXZ> |
| lists-drop_inbound_group_override | Drop Inbound Group Override | <QXZ>If this field is set, this in-group will be used for outbound calls within this list that drop from the outbound campaign instead of the drop in-group set in the campaign detail screen. Default is not set.</QXZ> |
| lists-status_group_id | Status Group Override | <QXZ>If this field is set, this Status Group will be used instead of the campaign statuses for calls handled by agents from this list. This does not affect System Statuses which will always be shown. Statuses defined within this status group will not be available with Campaign HotKeys unless they are defined in Campaign Statuses. Default is not set.</QXZ> |
| lists-web_form_address | Web Form Override | <QXZ>This is the custom address that clicking on the WEB FORM button in the agent screen will take you to for calls that come in on this list. If you want to use custom fields in a web form address, you need to add &CF_uses_custom_fields=Y as part of your URL.</QXZ> |
| lists-na_call_url | No Agent Call URL | <QXZ>This web URL address is not seen by the agent, but if it is populated it is called every time a call that is not handled by an agent is hung up or transferred. Uses the same variables as the web form fields and scripts. --A--dispo--B-- can be used to retrieve the system-defined disposition for the call. This URL can NOT be a relative path. Default is blank.</QXZ> <QXZ>Custom Fields are not available with this feature. If you put ALT into this field and submit this form, you will be able to go to a separate page where you can define multiple URLs for this action as well as specific statuses that will trigger them.</QXZ> |
| lists-auto_alt_threshold | Auto Alt Threshold Override | <QXZ>If Auto Alt-Number Dialing is enabled, and not set to MULTI_LEAD, then this setting will specify the number of call attempts to the lead after which the Auto Alt dialing will no longer place alternate number calls for a specific lead, if the lead is called after this number of attempts then only the main phone number will be called. This option overrides the campaign setting for this feature. Default is -1 for the override being disabled.</QXZ> |
| lists-dial_prefix | Dial Prefix Override | <QXZ>This setting will override the campaign Dial Prefix, the campaign Manual Dial Prefix and API dial prefix for calls placed in that campaign to leads within this list. Default is -blank- for disabled.</QXZ> |
| lists-xferconf_a_dtmf | Xfer-Conf Number Override | <QXZ>These five fields allow for you to override the Transfer Conference number presets when the lead is from this list. Default is blank.</QXZ> |
| lists-user_new_lead_limit | User New Lead Limit | <QXZ>This setting will limit the number of new leads any user can dial in this list per day. This feature will only work properly if the campaign is set to either the MANUAL or INBOUND_MAN Dial Method and No Hopper dialing is enabled. Default is -1 for disabled.</QXZ> |
| lists-default_xfer_group | Default Transfer Group | <QXZ>This field is the default In-Group that will be automatically selected when the agent opens the transfer-conference frame in their agent interface. If set to NONE, then the campaign or in-group Default Transfer Group will be used. Default is NONE.</QXZ> |
| lists-auto_active_list_rank | Auto Active List Rank | <QXZ>If the Auto Active List New setting is enabled for this campaign, then this is the order in which inactive lists will be set to active as each list runs out of NEW status leads to dial. The order is from highest number to the lowest. Default is 0.</QXZ> |
| lists-inventory_report | Inventory Report | <QXZ>If the Inventory Report is enabled on your system, this option will determine whether this list is included in the report or not. Default is Y for yes.</QXZ> |
| lists-time_zone_setting | Time Zone Setting | <QXZ>This option allows you to set the method of maintaining the current time zone lookup for the leads within this list. This process is only done at night so any changes you make will not be immediate. COUNTRY_AND_AREA_CODE is the default, and will use the country code and area code of the phone number to determine the time zone of the lead. POSTAL_CODE will use the postal code if available to determine the time zone of the lead. NANPA_PREFIX works only in the USA and will use the area code and prefix of the phone number to determine the time zone of the lead, but this is not enabled by default in the system, so please be sure you have the NANPA prefix data loaded onto your system before selecting this option. OWNER_TIME_ZONE_CODE will use the standard time zone abbreviation loaded into the owner field of the lead to determine the time zone, in the USA examples are AST, EST, CST, MST, PST, AKST, HST. This feature must be enabled by your system administrator to go into effect.</QXZ> |
| internal_list-dnc | Internal DNC List | <QXZ>This Do Not Call list contains every lead that has been set to a status of DNC in the system. Through the LISTS - ADD NUMBER TO DNC page you are able to manually add numbers to this list so that they will not be called by campaigns that use the internal DNC list. There is also the option to add leads to the campaign-specific DNC lists for those campaigns that have them. If you have the active DNC option set to AREACODE then you can also use area code wildcard entries like this 201XXXXXXX to block all calls to the 201 areacode when enabled.</QXZ> |
| filter-phone-list | Filter Phone Group List | <QXZ>Through the Add-Delete FPG Number page you are able to manually add numbers to this list so that they will be filtered when they enter a DID that is using this list. If you have the Filter Phone Group option set to include AREACODE then you can also use area code wildcard entries like this 201XXXXXXX to filter all calls from the 201 areacode when enabled. There is also a special entry that you can add to your Filter Phone Group, BLANK, this will filter calls that arrive with an empty caller ID number.</QXZ> |
| drop_lists | The Drop Lists process allows you to take the phone numbers of calls that have been dropped from inbound groups and put them into a specified list at defined scheduled days and times. | <QXZ>The Drop Lists process allows you to take the phone numbers of calls that have been dropped from inbound groups and put them into a specified list at defined scheduled days and times.</QXZ> |
| drop_lists-dl_id | Drop List ID | <QXZ>This is the ID of the Drop List entry, it must be from 2 to 30 characters in length and contain no spaces.</QXZ> |
| drop_lists-dl_name | Drop List Name | <QXZ>This is the name of the Drop List entry, it must be from 2 to 100 characters in length and it used to describe the drop list.</QXZ> |
| drop_lists-last_run | Last Run Time | <QXZ>This is the date and time of the last run of this drop list process.</QXZ> |
| drop_lists-user_group | Admin User Group | <QXZ>This is the administrative user group for this record, this allows admin viewing of this record restricted by user group. Default is --ALL-- which allows any admin user with Modify Lists permissions to view this record.</QXZ> |
| drop_lists-dl_server | Run Server | <QXZ>This is the machine that you want to use to run this drop list process. You must choose a server that runs the keepalive process every minute in the crontab. The default is to use the active voicemail server as defined in System Settings.</QXZ> |
| drop_lists-dl_times | Run Times | <QXZ>This is the list of times in HHMM format when you want the drop list process to run. You can specify multiple times by separating them with a dash, like how the List Reset Times feature works. The drop list process will gather all of the matching records since the last time the process was run.</QXZ> |
| drop_lists-dl_weekdays | Run Weekdays | <QXZ>This is the list of days of the week when you want the drop list process to run. Either this option or the Month Days field below must be set for the process to run automatically.</QXZ> |
| drop_lists-dl_monthdays | Run Month Days | <QXZ>This is the list of days of the month in DD format when you want the drop list process to run. You can specify multiple month days by separating them with a dash. Either this option or the Weekdays field above must be set for the process to run automatically.</QXZ> |
| drop_lists-duplicate_check | Duplicate Check | <QXZ>This setting allows you to specify if the drop list process will check for duplicates before adding a new lead that was gathered from the drop list process. You can select LIST which will check for duplicate phone numbers within the leads already within the specified list or LIST_CAMPAIGN_LISTS which will also check for duplicate phone numbers within all of the lists associated with the campaign that the list defined below is assigned to. Default is NONE for no duplicate checking.</QXZ> |
| drop_lists-list_id | List ID | <QXZ>This is the list ID of the list that the new leads gathered from the drop list process are to be inserted into.</QXZ> |
| drop_lists-active | Active | <QXZ>The drop list process will only run on the set schedule above if active is set to Y. Default is N.</QXZ> |
| drop_lists-dl_minutes | Gather Minutes | <QXZ>If set to a number greater than 0, the process will look back this number of minutes from the run time to gather the drop call data. Default is 0 for disabled.</QXZ> |
| drop_lists-run_now_trigger | Run Now Trigger | <QXZ>This option offers a way to test this drop list process before setting it to active. It can take up to one minute for the process to start running after submitting this page with this field set to Y. Default is N.</QXZ> |
| drop_lists-drop_statuses | Drop Statuses | <QXZ>This is the list of drop statuses that will be used to gather the new leads by the drop list process. Default is DROP.</QXZ> |
| drop_lists-closer_campaigns | Inbound Groups | <QXZ>This is the list of Inbound Groups that will be used to gather the new leads by the drop list process.</QXZ> |
| lists_fields-field_label | Field Label | <QXZ>This is the database field identifier for this field. This needs to be a unique identifier within the custom fields for this list. Do not use any spaces or punctuation for this field. max 50 characters, minimum of 2 characters. You can also include the default fields in a custom field setup, and you will see them in red in the list. These fields will not be added to the custom list database table, the agent interface will instead reference the list table directly. The labels that you can use to include the default fields are - vendor_lead_code, source_id, list_id, gmt_offset_now, called_since_last_reset, phone_code, phone_number, title, first_name, middle_initial, last_name, address1, address2, address3, city, state, province, postal_code, country_code, gender, date_of_birth, alt_phone, email, security_phrase, comments, called_count, last_local_call_time, rank, owner</QXZ> |
| lists_fields-field_name | Field Name | <QXZ>This is the name of the field as it will appear to an agent through their interface. You can use spaces in this field, but no punctuation characters, maximum of 50 characters and minimum of 2 characters.</QXZ> |
| lists_fields-field_description | Field Description | <QXZ>The description of this field as it will appear in the administration interface. This is an optional field with a maximum of 100 characters.</QXZ> |
| lists_fields-field_rank | Field Rank | <QXZ>The order in which these fields is displayed to the agent from lowest on top to highest on the bottom.</QXZ> |
| lists_fields-field_order | Field Order | <QXZ>If more than one field has the same rank, they will be placed on the same line and they will be placed in order by this value from lowest to highest, left to right.</QXZ> |
| lists_fields-field_rerank | Re-Rank Fields Below | <QXZ>If set to YES, this option will move existing other fields of an equal or lower rank down on the form by one place. Default is NO.</QXZ> |
| lists_fields-field_help | Field Help | <QXZ>Optional field, if you fill it in, the agent will be able to see this text when they click on a help link next to the field in their agent interface.</QXZ> |
| lists_fields-field_type | Field Type | <QXZ>This option defines the type of field that will be displayed. TEXT is a standard single-line entry form, AREA is a multi-line text box, SELECT is a single-selection pull-down menu, MULTI is a multiple-select box, RADIO is a list of radio buttons where only one option can be selected, CHECKBOX is a list of checkboxes where multiple options can be selected, DATE is a year month day calendar popup where the agent can select the date and TIME is a time selection box. The default is TEXT. For the SELECT, MULTI, RADIO and CHECKBOX options you must define the option values below in the Field Options box. DISPLAY will display only and not allow for modification by the agent. SCRIPT will also display only, but you are able to use script variables just like in the Scripts feature. SCRIPT fields will also only display the content in the Options, and not the field name like the DISPLAY type does. HIDDEN will not show the agent the field, but will allow the field to have data imported into it and exported from it, as well as have it available to the script tab and web form address. READONLY will display the value of the data in the field, but will not allow the agent to alter the data. HIDEBLOB is similar to HIDDEN except the data storage type on the database is a BLOB type, suitable for binary data or data that needs to be secured. The SWITCH field type allows the agent to switch the lead custom fields to another list, as well as reloading the FORM tab with the new set of list custom fields for the new list. To configure SWITCH type fields, you must define the button values below in the Field Options box. SOURCESELECT is a single-selection pull-down menu where there are multiple sets of options available depending on the value of another -source- field for the lead, see the Field Options help for more details. If the -source- field that a SOURCESELECT menu is tied to changes in value, the menu will automatically update to reflect the new value of the source. BUTTON will allow you to commit changes made to the form and reload it, the Field Name will be the text next to the button, the Field Default will be the text on the button, and the Field Options will need to be SubmitRefresh with the Field Size set to 1 for it to function.</QXZ> |
| lists_fields-field_options | Field Options | <QXZ>For the SELECT, SOURCESELECT, MULTI, RADIO and CHECKBOX field types, you must define the option values in this box. You must put a list of comma separated option label and option text here with each option one its own line. The first value should have no spaces in it, and neither values should have any punctuation. For example - electric_meter, Electric Meter</QXZ>. <QXZ>For the SCRIPT field types, this field is where you put your script contents. You can use single quote and amphersand characters as well so that you can create links and iframe elements. If you want to put urlencoded fields in this area, make sure you use the --U-- and --V-- flags for your variables instead of using A and B, for example --U--test_field--V--. You can also use the --M-- and --N-- flags to enclose basic Math equations to have them calculated when the script is loaded initially, for example multiplying test_field by 12 would be entered with --M--(--A--test_field--B-- * 12)--N--. For the SWITCH field type, you should define the list ID for the custom fields as well as the text that you want to appear in the button to activate the new form in a comma separated line, with one line for each button you want to appear. For the SWITCH field type, it is a requirement that one of the entries be the current list ID. For BUTTON, the only current option is to put SubmitRefresh as the Field Options, which will commit any changes you have made in the form and reload the form panel. For SOURCESELECT, if this field is set to use the -province- field to determine what values to use for example, then the first line in the Field Options box should be -source=>province-, without the dashes. As a note, you can only link a SOURCESELECT menu to a source field that is a TEXT, READONLY or SELECT field type. The next options line will be the first province value to look for, for example -value=>Ontario-, and if the value for that field for the lead matches, the next lines will be the options to show with the value and display text separated by a pipe. After that, you can add more values each with options after them, like the example below shows: <br>source=>province<br>value=>Ontario<br>option=>|select month here<br>option=>September|September<br>option=>October|October<br>value=>Nova Scotia<br>option=>|select month here<br>option=>June|June<br>option=>July|July<br>option=>August|August<br>value=>British Columbia<br>option=>|select month here<br>option=>January|January<br>option=>February|February<br>option=>March|March<br>value=><br>option=>|no match<br>This field is limited to 5000 characters in length, but you can double that by altering the database if you need to.</QXZ> |
| lists_fields-multi_position | Option Position | <QXZ>For CHECKBOX and RADIO field types only, if set to HORIZONTAL the options will appear on the same line possibly wrapping to the line below if there are many options. If set to VERTICAL there will be only one option per line. Default is HORIZONTAL.</QXZ> |