Allow Required Fields

[dspaan]

I saw this option with the Campaign Detail settings:

Allow Required Fields -Must be enabled for required fields as defined in screen labels to work. Once a field is designated as required, the agent will not be allowed to hang up a lead until there is something filled in within that field, this will affect all calls the agent receives or places. Default is N for disabled.

Is this something still in development? I did not see a way to set a field to be required in the labels section.

[mflorell]

It's done. You just add ---REQUIRED--- to the screen label of the field you want to require.

[dspaan]

Hi Matt,

That's great news! I wanted this feature for a long time. A few things:

-If i don't fill out the required field and answer an email from the email module i get this notification popup: YOU MUST FILL IN ALL REQUIRED FIELDS BEFORE YOU CAN HANG UP THIS CALL. If i press OK the popup immediately returns and keeps doing so, i can't get rid of it. It's blocking my view of the fields it wants me to fill out. In fact, i could not do anything anymore, i had to close my browsertab.
-when i give the field a label, in the aforementioned error popup it shows the field name instead of the custom labelname i gave it in the screen labels section
-i tested the above with a phonecall and a chat and this problem did not occur then, only when handling emails
-i tried but could not get this working with custom fields which is really a bummer since we only use those and not the standard fields

[mflorell]

All sounds correct. This feature was designed for phone calls only, and standard fields only. The data field name is displayed, not the screen label.

[dspaan]

Do you think it would be a lot of work to alter this feature so it can be used with custom field data?

I was thinking it would be great to check only the content of fields if a certain dispo code was used but i just realized this would be a challenge because the dispo screen is shown after you hangup. So you'd have to send the agent back to the agent screen after clicking a disposition code. For instance i can imagine it is only needed to require certain information if a SALE was made and not for a no answer call. I don't understand at all how this feature would be used right now, what if you don't get a human on the phone, what kind of information would one put in a field about such a call?

[mflorell]

Yes, it would be a lot of work to make it work with custom fields. We tried it before and it was a complex mess, so I gave up.

Our client that paid for the existing feature makes his agents enter data into a field for every call, that's what he wanted, and that's the easiest way to do it.

[dspaan]

And to link required fields to dispo codes, would that even be possible?

[mflorell]

We have created custom PHP pages for a few clients to do this, where the dispo will be part of the same form, and it will only activate certain dispositions if certain criteria are met. But those are all custom written and are extremely hard to make dynamic.

[dspaan]

ok that's still good to know, we'll ask a quote for a custom page then if it's needed. I suppose one of those former projects can be re-used.