Improved Comments are now Live!
Posted: Tue Nov 25, 2014 8:21 pmI'm very happy to announce that our company sponsored a change a few months ago which has now been developed by the ViCidial group and is now live in the SVN trunk!
It's actually a bunch of campaign settings that combines into a much more user friendly and uniform comments feature. Let me describe what options you had before:
-A comment box on the main vicidial tab. This was just a simple field with no timestamps or history features. If you had the campaign get call launch setting set to open the custom fields or script tab that field would not even be visible for the agent when a call came in except for when you displayed the comments contents in your script or custom fields, but then you would still have to click the main tab to edit them and rely on the agent's skills on how to make notes.
-A call notes feature that would allow you to make comments during the call and dispo screen but in order to view the comments the next time you call the lead you have to click a very small link and then read the comments in between a lot of other different lines of information. Not very readable.
-A callback comments box that would popup a yellow box when calling the callback and that would go away indefinitely upon closing it (you would lose your comments).
So 3 different ways of making comments and none of them very user friendly/effective.
What's new:
-A campaign option to show the comments box from the main vicidial tab at the bottom of the script tab and the custom fields tab
-A campaign option to show the comments box in the dispo screen
-A campaign option to show the comments box in the callback calendar screen (with these 3 options you have the same comment box in all important screens!)
-A campaign option to disable the yellow Previous Callback Information
-A campaign option to show the comments in popup history box upon calling a lead (this is the QC comments box made by Poundteam)
-All comments are provided with a date/time stamp and username. The newest comment is placed on top.
Instructions how to use this:
-Perform a SVN update on your server(s)
-In system settings set QC features Active to Y
-In your lists set Audited comments to Y
-In your campaign detail settings modify these parameters to your desired settings: Call Notes Per Call (disabled), Comments All Tabs (enabled), Comments Dispo Screen (enabled), Comments Callback Screen (replace_cb_notes), QC Comments History (auto_open_allow_minimize)
-If you have any stored comments right now in another field you can move them over to the vicidial_comments table with a query
Now you will have one box in all screens to place comments in, no more confusion, all agents are forced to use the same box, you can't lose comments anymore and you can't overlook them when you dial a lead that has comments.
It's actually a bunch of campaign settings that combines into a much more user friendly and uniform comments feature. Let me describe what options you had before:
-A comment box on the main vicidial tab. This was just a simple field with no timestamps or history features. If you had the campaign get call launch setting set to open the custom fields or script tab that field would not even be visible for the agent when a call came in except for when you displayed the comments contents in your script or custom fields, but then you would still have to click the main tab to edit them and rely on the agent's skills on how to make notes.
-A call notes feature that would allow you to make comments during the call and dispo screen but in order to view the comments the next time you call the lead you have to click a very small link and then read the comments in between a lot of other different lines of information. Not very readable.
-A callback comments box that would popup a yellow box when calling the callback and that would go away indefinitely upon closing it (you would lose your comments).
So 3 different ways of making comments and none of them very user friendly/effective.
What's new:
-A campaign option to show the comments box from the main vicidial tab at the bottom of the script tab and the custom fields tab
-A campaign option to show the comments box in the dispo screen
-A campaign option to show the comments box in the callback calendar screen (with these 3 options you have the same comment box in all important screens!)
-A campaign option to disable the yellow Previous Callback Information
-A campaign option to show the comments in popup history box upon calling a lead (this is the QC comments box made by Poundteam)
-All comments are provided with a date/time stamp and username. The newest comment is placed on top.
Instructions how to use this:
-Perform a SVN update on your server(s)
-In system settings set QC features Active to Y
-In your lists set Audited comments to Y
-In your campaign detail settings modify these parameters to your desired settings: Call Notes Per Call (disabled), Comments All Tabs (enabled), Comments Dispo Screen (enabled), Comments Callback Screen (replace_cb_notes), QC Comments History (auto_open_allow_minimize)
-If you have any stored comments right now in another field you can move them over to the vicidial_comments table with a query
Now you will have one box in all screens to place comments in, no more confusion, all agents are forced to use the same box, you can't lose comments anymore and you can't overlook them when you dial a lead that has comments.