Vtiger click to call

[gers55]

Hi Guys

I have setup vtiger and i am using webforms and click to call .All is working well . However when i click to call a lead from vtiger the only information that is passed to vicidial is the telephone number . Is it possible for the address information to also be sent and any help with the files to change to achieve this would be much appreciated . I have read vtiger.txt and the managers manual and scoured the forum before posting.



GoAutodial 2.1 Installer | VERSION: 2.4-309a | BUILD: 110430-1642 | No other hardware

[williamconley]

Sorry, I've never used this feature. However I could offer some insight from similar issues brought by clients.

It is not expected that you have leads in vTiger that you do not have in Vicidial. The expected method is that ALL leads begin in Vicidial as limited information Raw Leads. After discussing with a lead, you'll fill in more information, still in Vicidial. After making a SALE, you'll "push" the lead from Vicidial into vTiger. This means that the information is now in both places. Upon dialing outbound from Vicidial (as a result of clicking on the click-to-dial in vTiger), your Vicidial system (if configured properly) will look up this lead in its local information set and use the pre-existing lead (which should give you that information stored earlier in the process!). This would also allow your web form to link back to vTiger to the original record (even if the call was inbound instead of outbound).

[gers55]

Thanks for the info William

However my setup is a bit diferent from the norm . I have around 5 single servers with 15 agents on each all calling diferent geographical areas for the same products with around 3 campaigns on each server.The agents just generate bites/interest and send the customer an email with information. I have the same webform on each server which telesales agents enter customer details into and it goes to a separate single server with 10 agents / confirmers who will click to call the information in vtiger to confirm information and make an appointment for a field sales agent and all calls are recorded.

My issue is obviously the fact that the system that uses click to dial did not orginate the orginal call to the customer.I think i have to many campaigns and lists on the go to consider clustering. I also find with the single servers that i can pump the dial ratio up to 7 - 8 if needed without affecting performance.