Problem Customer Information Form vicidial_list table

[spike_pipe]

Hi Everyone!

We have some problem with GoAutoDial v2.1, specifically with the Customer Information that appears in a inbound Call. When that happend, I edit the fields, and finally I hungUp the call. Then, I call again, with the same phone number, but don't show up the information client associeted to the vicidial_list table, generating a new lead.


I hope your help. Thank you!

Greetings!

FAB.

[williamconley]

Welcome to the Party!

Newbie suggestions:

when you post, please post your entire configuration including (but not limited to) your installation method and vicidial version with build.

this IS a requirement for posting along with reading the stickies (at the top of each forum) and the manager's manual (available on EFLO.net, both free and paid versions)

You should also post: Asterisk version, telephony hardware (model number is helpful here), cluster information if you have one, and whether any other software is installed in the box. If your installation method is "from scratch" you must post your operating system and should also post the .iso version from which you installed your original operating system. If your installation is "Hosted" list the site name of the host.

If this is a "Cloud" or "Virtual" server, please note the technology involved along with the version of that techology (ie: VMware Server Version 2.0.2). If it is not, merely stating the Motherboard model # and CPU would be helpful.

Similar to This:

Vicibox X.X from .iso | Vicidial X.X.X-XXX Build XXXXXX-XXXX | Asterisk X.X.X | Single Server | No Digium/Sangoma Hardware | No Extra Software After Installation | Intel DG35EC | Core2Quad Q6600
_________________________

What you are experiencing is a "feature" of Vicidial. When an inbound call is received, the option to create a new lead for each call vs looking up and linking to an existing lead is a configuration choice. When you configured your DID, you accepted the "Default" value for "In-Group Call Handle Method" which is "CID". Oddly enough, this means you chose to create a new lead for each caller, regardless of possible prior history. If, however, you change this value to "CIDLOOKUP", it will check the entire system and select the first match. You can also select other choices to allow searching in a specific list or campaign ... click on the (?) next to each of those options and you'll get a clearer picture of the possibilities.

Beware: The act of linking to an existing lead will allow the agent to modify the Status of that lead ... this can have unexpected results (reports ... dialable statuses ..., anything that relies on the Status for that Lead).

Happy Hunting!