Description
The "Call lists" section is designed to work with lists of numbers.
When setting up routing, you can add certain actions to be performed depending on which list includes the number from which the call comes.
The section also displays the history of adding to the list and deleting contacts from it.
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. Adding the "Call list" section to the "Contact center" workplace
To display the Call list section (Fig. 1), you need to select the "Settings" menu (1), go to "System Designer" (2).
Fig. 1. Opening the system designer
After that (Fig. 2), find in the "Set up view" section the "Workplace settings" subsection (1).
Fig. 2. Setting up the workplace
Select a workplace Contact center (1) and Open (2) (Fig. 3).
Fig. 3. Opening the Contact center workplace
Click on "+" (1) next to the "Sections" detail (Fig. 4).
Fig. 4. Adding the section
Find in a list (Рис. 5) Call lists register(1) and press Select (2).
Fig. 5. Choosing the "Call list register"
After refreshing the page, the Call list register section will be displayed in the "Contact Center" workplace (Fig. 6).
Fig. 6. Call lists register in the workplace Contact center.
2. Creating a Call list
Select the section Call list register (1) in the workplace Contact Center (Fig. 7). Press the Add button (2).
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.
Fig. 8. Entering the values
3. Adding a user to the Call list register
In the Contacts section (1), select an existing user to add (Fig. 9) and click Open (2). Add contact (3) if the system has not yet created a Contact with the required phone number.
Fig. 9. Choosing the contacts
In the Contacts section (Fig. 10) select Actions (1) and Add to Call list (2).
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).
Fig. 11. List and number selection
You can view the created lists in the Call lists section of the register (Fig. 12).
Fig. 12. Displaying a contact in the list
3.1. Duration of stay of the number in the list
The Call list register functionality allows you to set the length of stay of a number 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 line. (Fig. 13).
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. Save (3).
Fig. 14. Additional settings
4. Removing a number from Call list
4.1. Removing 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).
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).
Fig. 16. List and number to remove
4.2. Removing a number from a list from the section "Call lists register"
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).
Fig. 17. Removing number from the Call list register
Add Comment