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help_id help_title help_text
list_loader-duplicate_check Duplicate Checking <QXZ>The duplicate options allow you to check for duplicate entries as you load the leads into the system. You can select to check for duplicates within only the same list, only the same campaign lists or within the entire system. If you have chosen a duplicate check method, you can also optionally select the only specific statuses that you want to duplicate check against.</QXZ>
list_loader-status_mismatch_action Status Mismatch Action <QXZ>Using this feature, if a lead being loaded into the dialer dupes out by phone number ,or title and alt_phone, depending on the form settings, but does NOT dupe out against selected statuses from the -Status Duplicate Check- option, the user can opt to have the not-quite-duplicated leads already in the database moved to the current list being loaded into. The user can opt to only move the most recent occurence of a duplicated-by-phone lead or ALL occurrences found, and also whether to only use the -Lead Duplicate Check- setting when searching for duplicates or the entire system, meaning the scope of the status mismatch action can be different from the scope of the -Lead Duplicate Check- setting. This feature is ignored if you are deduping against all statuses. <B>Use caution when utilizing this feature since it involves potential migration of large numbers of leads.</B></QXZ>
list_loader-usacan_check USA-Canada Check <QXZ>This option is designed to filter out bad numbers in the USA and CANADA. The PREFIX check will make sure the fourth digit of the phone number is not a 0 or a 1. The AREACOE check will ensure that the first 3 digits of the phone number is a valid North American areacode. The NANPA PREFIX check will use the optional NANPA database to check for valid areacode and 3-digit prefixes, this database is not included by default. Default is disabled.</QXZ>
list_loader-international_dncs DNC Scrub by Country <QXZ>If International DNC lists are loaded into your system, you can select the country code from this pull-down option to enable DNC scrubbing for that country. Default is disabled.</QXZ>
list_loader-timezone_lookup Lead Time Zone Lookup <QXZ>This is the method used to code each lead to a time-zone in the system. COUNTRY CODE AND AREA CODE ONLY will use only the phone code and the phone number areacode to determine the timezone of a lead, this method is also the second lookup option if one of the other chosen methods does not find a time zone for a lead. POSTAL CODE FIRST will work for USA addresses only that have a postal code populated. OWNER TIME ZONE CODE FIRST will use the 3 or 4 character timezone abbreviation in the lead -owner- field to determine the timezone, must use valid TZ codes like EST, CST, MST, PST, etc... NANPA AREACODE PREFIX FIRST will use the optional NANPA database for time zone lookups, this database is not included by default. Default is COUNTRY CODE AND AREA CODE ONLY.</QXZ>
list_loader-state_conversion State Abbreviation Lookup <QXZ>If your lead file has state names spelled out and you would like to load them into the state field as their two-character abbreviations, this feature will look up the abbreviation from the internal database. Default is DISABLED.</QXZ>
list_loader-required_phone_length Required Phone Number Length <QXZ>If enabled, this is the length in digits that phone numbers must be in order to be loaded into the system.</QXZ>
list_loader-invalid_phone_override Invalid Phone Number Replacement <QXZ>If enabled, this option will try to replace an invalid phone_number lead value with either the alt_phone or address3 value in the same lead. This can be made active only in cases where the number is INVALID, and-or the number is a DUPLICATE, and-or the number is an International DNC match. The -empty-rep-value- options will set the replacement field to blank if it has been used to replace the phone_number for a lead. For example, if the phone_number is invalid and is replaced with a valid alt_phone, then the alt_phone field will be blank if one of the -empty-rep-value- options is used. Default is DISABLED.</QXZ>
phones-extension Phone Extension <QXZ>This field is where you put the phones name as it appears to Asterisk not including the protocol or slash at the beginning. For Example: for the SIP phone SIP/test101 the Phone extension would be test101. Also, for IAX2 phones: IAX2/IAXphone1@IAXphone1 would be IAXphone1. For Zap and Dahdi attached channelbank or FXS phones make sure you put the full channel number without the prefix: Zap/25-1 would be 25-1. Another note, make sure you set the Protocol field below correctly for your type of phone. For SIP, PJSIP and IAX phones, this field should not contain any dashes.</QXZ>
phones-dialplan_number Dial Plan Number <QXZ>This field is for the number you dial to have the phone ring. This number is defined in the extensions.conf file of your Asterisk server</QXZ>
phones-voicemail_id Voicemail Box <QXZ>This field is for the voicemail box that the messages go to for the user of this phone. We use this to check for voicemail messages and for the user to be able to use the VOICEMAIL button on astGUIclient app.</QXZ>
phones-voicemail_timezone Voicemail Zone <QXZ>This setting allows you to set the zone that this voicemail box will be set to when the time is logged for a message. Default is set in the System Settings.</QXZ>
phones-voicemail_options Voicemail Options <QXZ>This optional setting allows you to define additional voicemail settings. It is recommended that you leave this blank unless you know what you are doing.</QXZ>
phones-outbound_cid Outbound CallerID <QXZ>This field is where you would enter the callerID number that you would like to appear on outbound calls placed form the astguiclient web-client. This does not work on RBS, non-PRI, T1/E1s.</QXZ>
phones-outbound_alt_cid Outbound Alt CallerID <QXZ>This optional field is where you can enter an alternate callerID number that can be used in certain cases in place of the original Outbound Caller ID number. Using this will require custom dialplan entries for it to work. Default is blank.</QXZ>
phones-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 to view this record.</QXZ>
phones-phone_ip Phone IP address <QXZ>This field is for the phone IP address if it is a VOIP phone. This is an optional field</QXZ>
phones-computer_ip Computer IP address <QXZ>This field is for the user computer IP address. This is an optional field</QXZ>
phones-server_ip Server IP <QXZ>This menu is where you select which server the phone is active on.</QXZ>
phones-login Agent Screen Login <QXZ>The login used for the phone user to login to the client applications, like the agent screen.</QXZ>
phones-pass Login Password <QXZ> The password used for the phone user to login to the web-based client applications. IMPORTANT, this is the password only for the agent web interface phone login, to change the sip.conf or iax.conf password, or secret, for this phone device you need to modify the Registration Password in the next field.</QXZ>
phones-conf_secret Registration Password <QXZ>This is the secret, or password, for the phone in the iax or sip auto-generated conf file for this phone. Limit is 20 characters alphanumeric dash and underscore accepted. Default is test. Formerly called Conf File Secret. A strong registration password should be at least 8 characters in length and have lower case and upper case letters as well as at least one number.</QXZ>
phones-is_webphone Set As Webphone <QXZ> Setting this option to Y will attempt to load a web-based phone when the agent logs into their agent screen. Default is N. The Y_API_LAUNCH option can be used with the agent API to launch the webphone in a separate Iframe or window.</QXZ>
phones-webphone_dialpad Webphone Dialpad <QXZ> This setting allows you to activate or deactivate the dialpad for this webphone. Default is Y for enabled. TOGGLE will allow the user to view and hide the dialpad by clicking a link. This feature is not available on all webphone versions. TOGGLE_OFF will default to not show the dialpad on first load, but will allow the user to show the dialpad by clicking on the dialpad link.</QXZ>
phones-webphone_auto_answer Webphone Auto-Answer <QXZ> This setting allows the web phone to be set to automatically answer calls that come in by setting it to Y, or to have calls ring by setting it to N. Default is Y.</QXZ>
phones-webphone_dialbox Webphone Dialbox <QXZ>For the WebRTC phone, this setting will allow the number to dial input box to be active. Default is Y.</QXZ>
phones-webphone_mute Webphone Mute <QXZ>For the WebRTC phone, this setting will allow the mute button to be active. Default is Y.</QXZ>
phones-webphone_volume Webphone Volume <QXZ>For the WebRTC phone, this setting will allow the volume buttons to be active. Default is Y.</QXZ>
phones-webphone_debug Webphone Debug <QXZ>For the WebRTC phone, this setting will show debug output. Default is N.</QXZ>
phones-webphone_layout Webphone Layout <QXZ>For the WebRTC phone, this setting will allow you to use an alternate layout. Default is blank.</QXZ>
phones-webphone_settings Webphone Extra Settings <QXZ>This option allows you to define additional webphone settings that will be passed from the agent screen to the webphone that is loaded for that agent. See the VICIPHONE_SETTINGS settings container for more information.</QXZ>
phones-use_external_server_ip Use External Server IP <QXZ> If using as a web phone, you can set this to Y to use the servers External IP to register to instead of the Server IP. Default is empty.</QXZ>
phones-status Status <QXZ>The status of the phone in the system, ACTIVE and ADMIN allow for GUI clients to work. ADMIN allows access to this administrative web site. All other statuses do not allow GUI or Admin web access.</QXZ>
phones-active Active Account <QXZ>Whether the phone is active to put it in the list in the GUI client.</QXZ>
phones-phone_type Phone Type <QXZ>Purely for administrative notes.</QXZ>
phones-fullname Full Name <QXZ>Used by the GUIclient in the list of active phones.</QXZ>
phones-company Company <QXZ>Purely for administrative notes.</QXZ>
phones-email Phones Email <QXZ>The email address associated with this phone entry. This is used for voicemail settings. Upon placing an email in this field, you are activating the process to drop voice mails to the email address entered.</QXZ>
phones-delete_vm_after_email Delete Voicemail After Email <QXZ>This optional setting allows you to have the voicemail messages deleted from the system after they have been emailed out. Default is N.</QXZ>
phones-voicemail_greeting Voicemail Greeting <QXZ>This optional setting allows you to define a voicemail greeting audio file from the audio store. Default is blank.</QXZ>
phones-voicemail_instructions Voicemail Instructions <QXZ>This setting allows you to define if the voicemail instructions will play after the voicemail greeting when a call rings on the agent extension and times out to voicemail. Default is Y.</QXZ>
phones-show_vm_on_summary Show VM on Summary Screen <QXZ>This option will display this Voicemail Box information on the summary page seen when logging into the administration page. It will show the box name, new message count, old count, and total messages in the box. Note the table will not be shown unless you have set at least one mailbox to Y. Default is N for off.</QXZ>
phones-unavail_dialplan_fwd_exten Unavailable Dialplan Forward <QXZ>If this field is populated, any calls sent to this phone that go unanswered will be sent to a dialplan extension instead of going to the phone voicemail box. If context is left blank then the call will go to the extension at the default context. Default is blank for disabled.</QXZ>
phones-mohsuggest Music on Hold Suggest <QXZ>This option will allow you to define a specific Music on Hold context for the system to use for the customer to hear if the user of this phone places a customer on hold through their phone, not through the Agent Screen. Default is blank for disabled.</QXZ>
phones-picture Picture <QXZ>Not yet Implemented.</QXZ>
phones-messages New Messages <QXZ>Number of new voicemail messages for this phone on the Asterisk server.</QXZ>
phones-old_messages Old Messages <QXZ>Number of old voicemail messages for this phone on the Asterisk server.</QXZ>
phones-protocol Client Protocol <QXZ>The protocol that the phone uses to connect to the Asterisk server: SIP, PJSIP, IAX2, Zap . Also, there is EXTERNAL for remote dial numbers or speed dial numbers that you want to list as phones.</QXZ>
phones-local_gmt Local GMT <QXZ>The difference from Greenwich Mean time, or ZULU time where the phone is located. DO NOT ADJUST FOR DAYLIGHT SAVINGS TIME. This is used by the campaign to accurately display the system time and customer time, as well as accurately log when events happen.</QXZ>
phones-phone_ring_timeout Phone Ring Timeout <QXZ>This is the amount of time, in seconds, that the phone will ring in the dialplan before sending the call to voicemail. Default is 60 seconds.</QXZ>
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