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How to retain lead detail and its recording

PostPosted: Tue Nov 23, 2021 1:03 pm
by dhijrwn
Hi guys.
I deleted the list with the lead in it then when I search the phone lead, all data its call logs is gone. I thought I can still search the call history.
I'm wondering how can I retain the lead detail and its recording.

Re: How to retain lead detail and its recording

PostPosted: Tue May 24, 2022 12:04 pm
by williamconley
Call history is not deleted when a lead is deleted. But "lead detail" is what you deleted. It may have been possible to restore from a database backup (into a different database name to avoid breaking your running system). But deleting a list is permanent and the lead detail is literally what you are deleting.

Re: How to retain lead detail and its recording

PostPosted: Sat Jun 18, 2022 3:56 pm
by dhijrwn
williamconley wrote:Call history is not deleted when a lead is deleted. But "lead detail" is what you deleted. It may have been possible to restore from a database backup (into a different database name to avoid breaking your running system). But deleting a list is permanent and the lead detail is literally what you are deleting.


Is archiving the leads will retain its history and recordings? what I want is to have less data on the active list table because if we have many leads on the table, vicidial will be slow or the hopper or the lead loading machanism.

Re: How to retain lead detail and its recording

PostPosted: Tue Jun 21, 2022 1:55 pm
by williamconley
Last time I checked, archiving LOGS is all that is available. Archiving LEADS is not part of the Vicidial built-in archiving system.

Which means that if you do design a method to push leads from "vicidial_list" into "vicidial_list_archive", then reporting for those leads that require lead detail will not work unless you bring those leads back into the vicidial_list table before reporting.

We do have a module that will archive (and UNarchive) leads based on list ID or Campaign ID, and an upgrade that will perform the task overnight (so bulk lead movement won't impact the live server). It's not a widely used module, but it's also not particularly complex. The goal really is just to push leads in specific lists (or campaigns) into a different table so they do not impact the running system until you need them for something (like reporting).