global custom lead fields and few more questions

[nysander]

Hello,

as I dig into vicidial possibilities more questions come. Thanks to many of you (especially William) most of them find resolution or explanation.

Today I have next few.

1. Is it possible to set global custom lead fields for common data of my all leads? Or the only way is to copy this field between lists? How can I import lead with such field into list which has it defined, should it be 26th and so on column in import file?
2. as for now I use vicidial only in survey hangup mode I export results from "Export Leads Report". Is it possible then to reimport this with for example changed statuses into the same list? For example I got survey status "Interested" i export this employee makes sale and I want reimport this list to have sale marked on leads.
3. Is it possible to make field from question 1. visible on main agent screen (not on the form)?
4. Is it possible to import to existing list data which is not available in that list? (for example missing postal code, customers data, custom field). (example: I import leads containing only phone numbers for fast start of survey hangup mode, have no prepared database for import all customer data, after calling this list I want to update it with prepared on side data which has phone number as common with existing list leads in vicidial and this which I want to import)

Thank you in advance for answer

[williamconley]

1. Is it possible to set global custom lead fields for common data of my all leads? Or the only way is to copy this field between lists? How can I import lead with such field into list which has it defined, should it be 26th and so on column in import file?

Not as far as I know. Yes, you must copy. Look in the help for importing leads, depends on your import method. That's what the little ?s are for, actually.

2. as for now I use vicidial only in survey hangup mode I export results from "Export Leads Report". Is it possible then to reimport this with for example changed statuses into the same list? For example I got survey status "Interested" i export this employee makes sale and I want reimport this list to have sale marked on leads.

Yes, but it's not "reimport" if you want to do it right. It's "modify lead" using the appropriate API or lead loader from the cli. You can even automate it AND have vicidial grab it from an FTP location.

3. Is it possible to make field from question 1. visible on main agent screen (not on the form)?

If question 1 is stored in a field already visible ... yes. Otherwise you will need to move the data (with a custom script) into one of those fields. Note that the main screen fields CAN be re-labeled and used on the form page quite easily.

4. Is it possible to import to existing list data which is not available in that list? (for example missing postal code, customers data, custom field). (example: I import leads containing only phone numbers for fast start of survey hangup mode, have no prepared database for import all customer data, after calling this list I want to update it with prepared on side data which has phone number as common with existing list leads in vicidial and this which I want to import)

Yes, the non-agent api handles this nicely (update_lead) and I believe the command line lead loader will as well.

Good questions.