Page Comparison

Description

The "Call lists" section is designed to work with lists of numbers.

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For example, it is possible to create a "Blocked Users" list, and when setting up routing, add the condition: "If the number from which the call is made is in the "Blocked Users" list, end the call."

1.

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Add the "Call

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lists" section to the "Contact center" workplace

To display the "Call list lists" section (Fig. 1), you need to select the "Settings " menu (1), go to "System Designer" (2).Image Removed

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Fig. 1. Opening the system designer

After that (Fig. 2), find in the "Set up view" section the "Workplace settings" subsection (1).Image Removed

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Fig. 2. Setting up the workplace

Select a workplace "Contact center" workplace (1) and Open (2) (Fig. 3).Image Removed

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Fig. 3. Opening the "Contact center" workplace

Click on "+" (1) next to the "Sections" detail  detail (Fig. 4).Image Removed

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Fig. 4. Adding the section

Find in a list (Рис. 5) Call lists register (1) and press Select (2).Image Removed

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Fig. 5. Choosing the "Call list register"

After refreshing the page, the "Call list register lists"section will be displayed in the "Contact Center" workplace (Fig. 6).Image Removed

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Fig. 6. Call lists register in the workplace "Contact center." workplace

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Create a Call list

Select the section Call list register "Call lists" section (1) in the workplace "Contact Center" workplace (Fig. 7). Press the Add button (2).Image Removed

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Fig. 7. Creating a new call list

In the window that appears (Fig. 8), enter the Name (1) of the list and Save (2). A new list has been created.Image Removed

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Fig. 8. Entering the values

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Add a user to the Call list

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In the "Contacts" section (1), select an existing user to add contact (Fig. 9) and click Open (2). Or, you can Add a contact (3) if the system has not yet created a Contact with the required phone number.Image Removed

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Fig. 9. Choosing the contacts

In the "Contacts" section (Fig. 10) select Actions (1) and Add to Call list (2).Image Removed

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Fig. 10. Adding the contact to Call list

In the window that opens, select the desired Call list (1), number (2) and click Save (3).Image Removed

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Fig. 11. List and number selection

You can view the created lists in the "Call lists" section of the register (Fig. 12).Image Removed

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Fig. 12. Displaying a contact in the list

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The Call list register functionality allows you to set the length of stay of time for a number to exist in the list. To set the date of removal of a number from the list, on the "List of numbers" detail, open the entry by double-clicking on the linerecord. (Fig. 13).Image Removed

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Fig. 13. Opening additional number settings

In the window that opens (Fig.14) select the Date before (1). Withdrawal date (2) — actual date of number removal from the list. Then Save (3).Image Removed

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Fig. 14. Additional settings

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Remove a number from Call list

4.1.

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Remove a number from the list using the Contacts menu

To delete a number, you need to open the Contacts menu (1) and select the required CRM user (Fig. 15). From the Contact page, open Actions (2), and select Remove from Call list (3).Image Removed

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Fig. 15. Removing a number.

On the deletion page (Fig. 16), select the required Call list (1), number (2) to be deleted, and click Save (3).Image Removed

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Fig. 16. List and number to remove

4.2.

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Remove a number from a list from the

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"Call lists

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" section

To delete a number from the "Call lists register " section " (1), select the required list and open it (Fig. 17). Then select the number (2) to delete and press the menu button (3), select the Delete action (4).Image Removed

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Fig. 17. Removing number from the Call list

5. Add a connection type to use in Call Lists.

To add the ability to use different types of communication methods in Call Lists (Fig. 18), you need to select the "Settings" menu (1), go to "System Designer" (2).

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Fig. 18. Opening the system designer

After that, in the "System Setup" section (Fig. 19), select "Lookups" (1).

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Fig. 19. Opening the Call list register"Lookups" section

In the "Lookups" section (Fig. 20), find the lookup "Communication option type" (1) and click the "Open Content" button (2).

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Fig. 20. Selecting the "Communication option types" lookup

On the page, records of communication methods are displayed. In the column 'Use for Call lists', next to the desired record, check the checkbox with the value 'Yes' (1) and save the changes (2).

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Fig. 21. Check the checkbox 'Use for Call list'.

As a result, the selected type of communication method will be available for use in the Call lists