How to transfer calls including data of clients ?

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How to transfer calls including data of clients ?

Postby inag » Tue Sep 01, 2015 10:43 am

hello all,

has any possibility to transfer calls from one agent to another including the data of clients , not only the call.
If it has please help me ! :)
inag
 
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Joined: Tue Sep 01, 2015 10:19 am

Re: How to transfer calls including data of clients ?

Postby omarrodriguezt » Tue Sep 01, 2015 1:36 pm

Yes, of course, if you transfer the call between 2 agents that are login in the same vicidial, you will transfer not only voice, but also data.
http://www.ITContinental.com
Dedicated USA Servers - Vicibox - Vicidial - Limesurvey - Vtiger CRM - More than 15 years experience - Hablamos Español
omarrodriguezt
 
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Joined: Fri Jun 05, 2009 12:22 pm
Location: Dominican Republic

Re: How to transfer calls including data of clients ?

Postby inag » Tue Sep 01, 2015 5:39 pm

But how ?
When calls comes on system ,i make transfer, write the number that i want to send the call > Dial with Customer > than Blind Transfer.
I have to transfer on different way ..because in this way it's transfer only the call.
inag
 
Posts: 3
Joined: Tue Sep 01, 2015 10:19 am

Re: How to transfer calls including data of clients ?

Postby omarrodriguezt » Wed Sep 02, 2015 7:58 am

Are you transferring the call between 2 agents that are login in the same vicidial server?
If the answer is yes,yes you can, if the answer is not, you might need to build a custom system to pass the data as soon as agent transfer the call
http://www.ITContinental.com
Dedicated USA Servers - Vicibox - Vicidial - Limesurvey - Vtiger CRM - More than 15 years experience - Hablamos Español
omarrodriguezt
 
Posts: 667
Joined: Fri Jun 05, 2009 12:22 pm
Location: Dominican Republic

Re: How to transfer calls including data of clients ?

Postby inag » Wed Sep 02, 2015 8:27 am

yes in the same server.
I want to transfer the call from agent to supervizor..including the data of clients. When I make transfer call >Dial with Customer >Blind Transfer.
it's going only tha call without the information of client.
This i want to find...if you know you will help me a lot.
inag
 
Posts: 3
Joined: Tue Sep 01, 2015 10:19 am

Re: How to transfer calls including data of clients ?

Postby omarrodriguezt » Wed Sep 02, 2015 2:56 pm

Tell the supervisor to login as an agent, (you can create a distinct campaign only for supervisor) and make sure that the supervisor campaign and the agents campaign are able to transfer/and receive calls to/from the AGENTDIRECT ingroup. Then the agents will be able to transfer calls to the ingroup AGENTDIRECT where supervisor is waiting for calls.
http://www.ITContinental.com
Dedicated USA Servers - Vicibox - Vicidial - Limesurvey - Vtiger CRM - More than 15 years experience - Hablamos Español
omarrodriguezt
 
Posts: 667
Joined: Fri Jun 05, 2009 12:22 pm
Location: Dominican Republic


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