help_documentation
Σύνολο εγγραφών στον πίνακα: 1581
| help_id | help_title | help_text |
|---|---|---|
| languages-english_text | English Text | <QXZ>The text as it appears in the web screens in English.</QXZ> |
| languages-populate | Populate Language | <QXZ>This option will populate the new Language with all of the phrases that were gathered while parsing through the web pages. Setting this to AGENT will populate only the agent screen phrases. Setting this to ADMIN will populate only the administration screen phrases. Setting this to ALL will populate all gathered phrases. Default is Leave Empty.</QXZ> |
| languages-import_action | Import Action | <QXZ>The Only Add Missing Phrases option will not modify any existing phrase translations, it will only add phrases that are missing. The Only Update Existing Phrases option will not add any new phrases, it will only update the translations of matching phrases. The Add and Update Phrases option will both add missing phrases and update existing phrases. Default is Only Add Missing Phrases.</QXZ> |
| languages-import_data | Import Data | <QXZ>One phrase per line, English text then a pipe then translated text.</QXZ> |
| languages-export_action | Export Action | <QXZ>The Only NOT Translated Phrases option will only export phrases that have no translated phrase. The Only Translated Phrases option will only export phrases that have no translated phrase. The All Phrases option will export all phrases for the selected Language. Default is Only NOT Translated Phrases.</QXZ> |
| DIDADD | DID Bulk Copy | <QXZ>This will take and insert a list of numbers as inbound DIDs, copying the settings specified in the selected DID. DIDs should be between 2 and 20 digits in length. A duplicate check will be performed.</QXZ> |
| DIDDELETE | DID Bulk Delete | <QXZ>This will delete the selected DIDs from your system. You cannot delete the -default- DID. Doing so will break several parts of the system.</QXZ> |
| USERADD | User Bulk Copy | <QXZ>This will copy a sequential number of users beginning with the User Start ID and ending with the User Stop ID using the settings found in the source user. ID must be at least 2 characters in length and no more than 8. A duplicate check will be performed. Only numerals are allowed and ID cannot begin with a zero. The User Number, Password and Full Name will all be the same. Force PW Change will work for admin level users and is recommend for security reasons.</QXZ> |
| USERDELETE | User Bulk Delete | <QXZ>This will delete the selected users from your system. For obvious reasons, you cannot delete the user you are logged in as. You can also not delete any users that are actively logged in as agents.</QXZ> |
| ACCIDADD | AC-CID Bulk Add | <QXZ>This allows you to paste in a listing of CIDs to insert into a campaign AC-CID list or CID Group list. There are three methods to choose from: <ul> <li><b>STATE LOOKUP</b> - This will take a list of CIDs and insert them as Area Code Caller IDs into the selected campaign. The area code lookup is designed to work only with numbers in the North American Numbering Plan as it uses the first three digits of each CID. The description will automatically be filled with the appropriate US state abbreviation corresponding to the given CIDs 3-digit area code. <li><b>CSV</b> - This will take a comma separated list in the format of NPA,CID,DESCRIPTION,ACTIVE and insert each line into the specified campaigns AC-CID list using the supplied values. For example, given a listing of 813,7271234567,Florida,Y will result in an AC-CID entry for area code 813 using the CID 7271234567 and a description of -Florida- with the status being active. Descriptions are limited to 50 characters. For CID Groups of a STATE type, use this format for CSV- STATE,CID,DESCRIPTION,ACTIVE. The -ACTIVE- column will only be used if the Active select list above is set to -Input-.<li><b>STATE FILL</b> - Similar to the STATE LOOKUP method above, this will take a list of CIDs and insert them as AC-CIDs in the specified campaign but will also make an entry for each area code in a state based off the state the CID is in. For example, if given the CID 7271234567, 19 CID entries will be created with the same CID, one each for every area code in Florida. If you are inserting into a CID Group that is a STATE type, then you will not want to use the STATE FILL method.</ul> CIDs must be between 6 and 20 digits in length and only digits 0-9 are allowed. Optionally, you can have the AC-CIDs set to active upon insertion.</QXZ> |
| ACCIDDELETE | AC-CID Bulk Delete | <QXZ>This will delete the Areacode Caller ID entries you select from the next screen based on the campaign or CID group you select here. Setting Clear All CIDs to YES will bypass the AC-CID selection and wipe all AC-CIDs for the selected campaign or CID group.</QXZ> |
| call_export_report | Call Export Report | <QXZ>This report is for the downloading of leads and their vicidial_log and/or vicidial_closer_log information by status, list_id and date range. Report downloads to a flat text file that is tab delimited.</QXZ> |
| call_export_report-user | User | <QXZ>This option will filter all calls to a specific user - user group permissions for the report user still apply, however.</QXZ> |
| call_export_report-date_field | Date Field | <QXZ>This option will determine if the data exported will be by call log date or the entry date of when the lead was added to the system.</QXZ> |
| call_export_report-sort_dir | Sort Order | <QXZ>This option will determine if the data exported will sorted in ascending or descending order by the "Date Field" option selected. Default is ascending.</QXZ> |
| call_export_report-header_row | Header Row | <QXZ>If enabled, the first line in the exported data file will be a list of the headers for the data in the file.</QXZ> |
| call_export_report-rec_fields | Recording Fields | <QXZ>If enabled, the recordings for the latest phone call for the selected leads will be included in the export. If there is more than one recording, they will be pipe-delimited.</QXZ> |
| call_export_report-custom_fields | Custom Fields | <QXZ>If Custom List Fields is enabled on your system, and the leads you are exporting have custom fields values stored in the database, they will be included in the export.</QXZ> |
| call_export_report-call_notes | Per Call Notes | <QXZ>If enabled at the campaign level, any Per Call Notes for the latest phone calls for the selected leads will be included in the export.</QXZ> |
| call_export_report-did_filter | Use DID Filter | <QXZ>If enabled, this will only affect selection of leads from inbound calls, and will allow you to have only the leads that have inbound calls that arrived through the selected Inbound DIDs.</QXZ> |
| call_export_report-vlc_filter | VLC Filter | <QXZ>If enabled, you will be able to have only the leads with the vendor_lead_code values you have selected be exported. We do not recommend using this option if you have unique VLC values for most of your leads.</QXZ> |
| call_export_report-export_fields | Export Fields | <QXZ>STANDARD will include all of the lead fields that agents normally have access to, EXTENDED will include the following extra lead fields: entry_date, called_count, last_local_call_time, modify_date, called_since_last_reset. NOTE: If you have selected to use Entry Date or DID Filtering, EXTENDED will be automaticaly used.</QXZ> |
| call_export_report-export_type | Export Type | <QXZ>STANDARD will include all of the lead fields that agents normally have access to, EXTENDED will include the following extra lead fields: entry_date, called_count, last_local_call_time, modify_date, called_since_last_reset. NOTE: If you have selected to use Entry Date or DID Filtering, EXTENDED will be automaticaly used.</QXZ> |
| call_export_report-exclude_call_log_data | Exclude Call Log Data | <QXZ>If you only want to export lead data, and no log or user information associated with the leads, then set this option to YES, change the -Date Field- to Entry Date and select -Lists-, -Statuses- and a -Campaign-, even though the Campaign will be ignored.</QXZ> |
| call_export_report-search_archived_data | Search Archived Data | <QXZ>If you want to pull data from older leads and-or call logs that have been archived on your system, then you can select either or both of those options here.</QXZ> |
| lead_export_report | Lead Export Report | <QXZ>This report allows downloading of leads and their latest vicidial_log and/or vicidial_closer_log information by status, list_id and date range. It downloads to a flat text file that is tab delimited.</QXZ> |
| lead_export_report-date_field | Date Field | <QXZ>This option will determine if the data exported will be by call log date or the entry date of when the lead was added to the system.</QXZ> |
| lead_export_report-header_row | Header Row | <QXZ>If enabled, the first line in the exported data file will be a list of the headers for the data in the file.</QXZ> |
| lead_export_report-rec_fields | Recording Fields | <QXZ>If enabled, the recordings for the latest phone call for the selected leads will be included in the export. If there is more than one recording, they will be pipe-delimited.</QXZ> |
| lead_export_report-custom_fields | Custom Fields | <QXZ>If Custom List Fields is enabled on your system, and the leads you are exporting have custom fields values stored in the database, they will be included in the export.</QXZ> |
| lead_export_report-call_notes | Per Call Notes | <QXZ>If enabled at the campaign level, any Per Call Notes for the latest phone calls for the selected leads will be included in the export.</QXZ> |
| lead_export_report-did_filter | Use DID Filter | <QXZ>If enabled, this will only affect selection of leads from inbound calls, and will allow you to have only the leads that have inbound calls that arrived through the selected Inbound DIDs.</QXZ> |
| lead_export_report-vlc_filter | VLC Filter | <QXZ>If enabled, you will be able to have only the leads with the vendor_lead_code values you have selected be exported. We do not recommend using this option if you have unique VLC values for most of your leads.</QXZ> |
| lead_export_report-export_fields | Export Fields | <QXZ>STANDARD will include all of the lead fields that agents normally have access to, EXTENDED will include the following extra lead fields: entry_date, called_count, last_local_call_time, modify_date, called_since_last_reset. NOTE: If you have selected to use Entry Date or DID Filtering, EXTENDED will be automaticaly used.</QXZ> |
| lead_export_report-exclude_call_log_data | Exclude Call Log Data | <QXZ>If you only want to export lead data, and no log or user information associated with the leads, then set this option to YES, change the -Date Field- to Entry Date and select -Lists-, -Statuses- and a -Campaign-, even though the Campaign will be ignored.</QXZ> |
| lead_export_report-search_archived_data | Search Archived Data | <QXZ>If you want to pull data from older leads and-or call logs that have been archived on your system, then you can select either or both of those options here.</QXZ> |
| settings_compare | Settings Compare Utility | <QXZ>This utility will allow you to compare the settings from two records in your system and see what settings are different between the two. Step 1, select the type of settings to compare, CAMPAIGNS, LISTS, IN-GROUPS, USERS, etc... Step 2, select the two entries that you want to compare. To start over, click the RESET link.</QXZ> |
| callerID_breakdown_report-log_second_diff | Log Second Diff | <QXZ>The maximum number of seconds difference allowed between the call_date value in the vicidial_log table and the call_date value in the vicidial_dial_log table for records from both tables with matching lead_ids to be considered the same call.</QXZ> |
| cb-bulk-cb-dates | Scheduled callback dates | <QXZ>The date the leads are scheduled to be called back.</QXZ> |
| qc_scorecards-active_checkpoint | Active (checkpoint) | <QXZ>Whether or not the checkpoint is active within the scorecard. Inactive checkpoints are not displayed outside the QC scorecard interface.</QXZ> |
| qc_scorecards-admin_notes | Checkpoint Admin Notes | <QXZ>Any administrative notes - these are not viewable to the QC agent.</QXZ> |
| qc_scorecards-checkpoint_text | Checkpoint Text | <QXZ>The text instructions for the agent to follow.</QXZ> |
| qc_scorecards-preset_comments | Preset Comments | <QXZ>If you want to give the quality control agents the option of adding standardized comments to their QC comments per checkpoint, type them into the corresponding "Preset comments" box, one per line. If a checkpoint has preset comments, they will appear in a drop-down menu to the right of the agent's comment box in their scorecard interface and can be inserted into the comments box by selecting the comment and clicking either the "ADD TO COMMENTS" or "TIMESTAMP & ADD" button.</QXZ> |
| qc_scorecards-instant_fail | Instant Fail | <QXZ>Whether or not the checkpoint will have the option to instantly fail the call.</QXZ> |
| qc_scorecards-modify | Modifying checkpoints | <QXZ>Any changes made to a checkpoint will be saved automatically so there is no "UPDATE" or "MODIFY" button necessary.</QXZ> |
| qc_scorecards-new_active | Active (scorecard) | <QXZ>Whether or not the new scorecard is active. Inactive scorecards are not viewable or usable outside the QC scorecard interface.</QXZ> |
| qc_scorecards-new_scorecard_id | New Scorecard ID | <QXZ>The ID code of the new scorecard, similar to the ID of campaigns, user groups, in-groups, etc. Alphanumeric, 20-character max</QXZ> |
| qc_scorecards-new_scorecard_name | New Scorecard Name | <QXZ>The full descriptive name of the scorecard. 255-character max</QXZ> |
| qc_scorecards-order | Order | <QXZ>The order in which the checkpoint will appear when the scorecard is displayed.</QXZ> |
| qc_scorecards-points | Checkpoint Points | <QXZ>The maximum point value of the checkpoint.</QXZ> |