vicidial.org

Hello.

Vicibox 5.0.3. VERSION: 2.8-409a BUILD: 130809-1410

I created a custom template. When I try to load a list using custom template, I select Custom template in "File layout to use", I select the custom template that I created, and the new list in "List ID override".

But it always loads the leads into the original list that I used to create the custom template. I want to load the leads into a new list.

If you have custom fields active, the template will be locked to the list. This is a "feature" that is a requirement of the fact that custom fields are specific to lists. Even if those same custom fields are shared on another list precisely, the system doesn't have a "checker" for that so it requires the original list_id. If this is a problem ... you can create a "temporary list" for loading and them move the leads to their real lists after loading. Note that any custom data will remain in the original table (this won't affect anything functionally, but will be confusing when you access the database directly and find this out!).

Ok.

Another question: There are some problem if I add new custom fields into the list, and then I load new leads using a custom template created before of add the new filds?

What if I change the order of fields?




Oh, and... How do I move the leads to another list?

In this module, I believe the fields are mapped to names. So deleting them would be a challenge, but adding new fields should not.