Removing Old Leads

[amccoll]

VERSION: 2.12-479a (is what it says in the lower left corner; on the System Settings page, it says 2.12b0.5)
BUILD: 150313-0912
Just got upgraded last week; our VOIP Provider (FreeVoice) takes care of the installation and server management side of things, so I don't readily have access to information on install method, or most of the other information requested with the support posts.
Just spent today rereading the full manager manual. Learned lots of new things, but not what I was trying to find.


I've recently been tasked with setting up the dialer side of a pretty complicated (at least in my book) workflow. I've figured out a lot of the pieces (in a large part thanks to this forum, THANKS!!!), but there are still some odds and ends I'm stuck on. I'll try to limit my questions to one per thread, though...


For the campaign I'm setting up, we'll be using the API to add new leads daily. Ideally, we'll get through all of the leads in a day, but there will be times when we'll get backlogged. We've decided that we DO NOT want to call any leads that are over a week old. Is there a way, in ViciDial, to automatically delete leads which meet a certain criterion?


While automatic deletion would be ideal, I've come up with a few more alternatives which may or may not be ideal but which should achieve the same goal if I can get them to work:

- Set up a filter which limits calls to leads with a modified date that is less than 7 days before NOW() (or whichever SQL query achieves that goal; I haven't played around with it yet, so I don't know whether that's possible)

- Use the non-dialer end of the API to keep track of when leads were added, and then after a week, use the API to check to see if a lead was dispositioned in a certain way (not called and reached) [or in the "move to this list after dispositioning" list] and, if not, delete that lead. ((Sub-optimal, since it requires more non-dialer end coding, which is not my part of this project; also, it seems like a messy way to do things))

- Set up seven lists (Monday, Tuesday, etc.) all in the same campaign. When preparing to add the new leads for a given day, empty out that list (using the API, probably delete list then recreate list, or somesuch) and then fill in the new leads.



As a sidenote, since I am not the overall admin, I mainly have access to Vicidial's menu interface (and not the hidden scripts and databases and suchlike). I also have a very limited knowledge of PHP, so even if I did have access to the scripting section of things, implementation would still be tricky.


Thank you in advance for your help.

[amccoll]

Trying the filter option while I wait, and can't get it to work either.

Is date_modified the right column to be querying? (also, is there a list somewhere of all the standardly available columns for filtering?)


Here're three different queries that I've tried (that worked in a different sql environment) so far but didn't work as filters (which is why I think DATE_MODIFIED might be wrong):

Code: Select all

DATE_MODIFIED >= DATE_SUB(NOW(),INTERVAL 7 DAY)

DATEDIFF(NOW(), DATE_MODIFIED) < 7

DATEDIFF(GETDATE(), DATE_MODIFIED) < 7

[amccoll]

Success!

In case anyone else needs to know this, this is the sql query I used in the filter to filter out old leads (modify_date is the right column name):

Code: Select all

modify_date >= DATE_SUB(NOW(),INTERVAL 7 DAY)

[DomeDan]

Nice you manage to find a solution that fits you!
But I would probably use entry_date because modify_date is updated every time the number is called