Custom field possibilities

[asterisknoob]

Hello team,
I have a very quick question.
As we know we can dial with lead_id no as well with vicidial.
I want to ask is it possible to dial with any customer field or source id field?
please help me to do this possible.

Thanks

[carpenox]

you mean like to dial the customer name? no, the phone number is the only way

[asterisknoob]

you mean like to dial the customer name? no, the phone number is the only way

Not with name. Like source ID field or any customer field with numbers only.
For example i uploaded the leads data in the list Like this:
Phone No, source id, or customer field unique numeric as identity.
123456789, 12345, 12345.
So when will i dial 12345 the system should dial 123456789.
This is the same thing like we can dial lead_id over phone no.
But here i want my own defined code. via predefined field or any custom field.

Thanks.

[mflorell]

Agents can only manually dial with either a phone number of a lead id. We currently don't have that option for any other field types, although I'm sure something like that could be added eventually if it is contributed or sponsored.

[williamconley]

you mean like to dial the customer name? no, the phone number is the only way

Not with name. Like source ID field or any customer field with numbers only.
For example i uploaded the leads data in the list Like this:
Phone No, source id, or customer field unique numeric as identity.
123456789, 12345, 12345.
So when will i dial 12345 the system should dial 123456789.
This is the same thing like we can dial lead_id over phone no.
But here i want my own defined code. via predefined field or any custom field.

Thanks.

Please be a bit more clear about your full situation, cuz I'm guessing here: But ... is your goal ...

You have codes for clients (I'm thinking account numbers or something similar). You would like your agent who has a sheet of paper in front of him with that account number on it to be able to enter the account number and dial one (or all?) the numbers associated with that account number until reaching a human and then let the agent move on to the next lead?

Are you talking about one agent in a room of 20 each with their own stack of papers (or firefox tab) with customer codes?

You *could* set up a page in an iFrame (in the agent's logged in session) and code the page to pull all the leads with the associated code into the LIST associated with that agent which would then cause those leads to be called in that specific agent's campaign immediately (assuming either dialed-since-last-reset=NO or the script changes them all to "NO" during the list move). NO custom Vicidial code required, but one independent page in php on the server in question. Likely you would also have the previoiusly "pulled" leads pushed back to their original lists as new ones are pulled in or use an end-call URL in the campaign to push them back after the "customer contacted" dispo occurs or you run out of leads for this customer.

[asterisknoob]

you mean like to dial the customer name? no, the phone number is the only way

Not with name. Like source ID field or any customer field with numbers only.
For example i uploaded the leads data in the list Like this:
Phone No, source id, or customer field unique numeric as identity.
123456789, 12345, 12345.
So when will i dial 12345 the system should dial 123456789.
This is the same thing like we can dial lead_id over phone no.
But here i want my own defined code. via predefined field or any custom field.

Thanks.

Please be a bit more clear about your full situation, cuz I'm guessing here: But ... is your goal ...

You have codes for clients (I'm thinking account numbers or something similar). You would like your agent who has a sheet of paper in front of him with that account number on it to be able to enter the account number and dial one (or all?) the numbers associated with that account number until reaching a human and then let the agent move on to the next lead?

Are you talking about one agent in a room of 20 each with their own stack of papers (or firefox tab) with customer codes?

You *could* set up a page in an iFrame (in the agent's logged in session) and code the page to pull all the leads with the associated code into the LIST associated with that agent which would then cause those leads to be called in that specific agent's campaign immediately (assuming either dialed-since-last-reset=NO or the script changes them all to "NO" during the list move). NO custom Vicidial code required, but one independent page in php on the server in question. Likely you would also have the previoiusly "pulled" leads pushed back to their original lists as new ones are pulled in or use an end-call URL in the campaign to push them back after the "customer contacted" dispo occurs or you run out of leads for this customer.

I Think your are getting my point.

This is an example.
https://drive.google.com/file/d/1HSM-WQAQ1zg1yFwYcCfaNzq1HhCUMJ0c/view?usp=sharing

Right now I did some changes with the code.
And i changed dial by lead_id over source_id field. So while uploading data I am mapping phone = phone no, name = name, source_id = shortcode (like 12345678).
The short code is very simple like if I upload the data today so the pattern will be like this 2024 which is current year, 10 which is current month oct, date 29 which is today. and then random or series of 4 or 5 digits like 0001 or 00001. So the shortcode will be 202410290001 and the number behind this code is 3134993337.
So whenever an agent dial 202410290001 this shortcode then the vicidial will dial 3134993337 this number.

[williamconley]

Excellent. Simpler so far than I imagined, but ...

WHY? That's the part that is missing to pull it all together. Why are you hiding the phone number from the agent(s)? Simple "don't steal my leads"?

What kind of volume are we talking here? Millions of leads per day or a few hundred? 100 agents or 4?

It would technically be possible to use Asterisk to convert in the dialplan. Let the agent actually dial the number in question, store that number in the lead, and have Asterisk generate a SQL query to convert the number outside Vicidial. But then the Vicidial system itself would never even have the number (very specific situations may require this, lol)

Alternately, you can use the lead lookup feature to get the lead from the "short code" and then dial the lead with the phone number hidden from the agent (which is already a feature).

Lots of possibilities. But to help, we need to know ... Why.

[asterisknoob]

Excellent. Simpler so far than I imagined, but ...

WHY? That's the part that is missing to pull it all together. Why are you hiding the phone number from the agent(s)? Simple "don't steal my leads"?

What kind of volume are we talking here? Millions of leads per day or a few hundred? 100 agents or 4?

It would technically be possible to use Asterisk to convert in the dialplan. Let the agent actually dial the number in question, store that number in the lead, and have Asterisk generate a SQL query to convert the number outside Vicidial. But then the Vicidial system itself would never even have the number (very specific situations may require this, lol)

Alternately, you can use the lead lookup feature to get the lead from the "short code" and then dial the lead with the phone number hidden from the agent (which is already a feature).

Lots of possibilities. But to help, we need to know ... Why.

The main reason for this is to protect our data from agent, sometimes agents sell the data to another. And a lot of things.
I know we can do this by showing the lead_id over phone num of vicidial and after uploading the data in list we can use lead_id to make call.
But lead_id is auto generated and we want to set our own identity to the data as i told you a short code.

[carpenox]

why not hide phone number from agents?

[asterisknoob]

why not hide phone number from agents?

The phone number is already hide from agents but we want to dial out with own assigned value.
Like today is nov 4. And for example i uploaded 100 data in the list today. So we set shortcode like (Y-M-D-0001) 202411040001 to 202411040100.
during uploading the data in the list i want a custom field there and map that custom field with shortcode. which is 202411040001 to 202411040100.
So agent can dial out between 202411040001 to 202411040100. over phone number & lead_id.

[asterisknoob]

I made it possible somehow. I did customize some code and takes owner field as shortcode. So during uploading i map owner field with shortcode then after uploading the data in database owner column will contains the shortcodes and i changed dial over lead_id with owner field. So agents are working fine with this method.
But help me to do this with extra customer field. Not by built in.

[williamconley]

why not hide phone number from agents?

The phone number is already hide from agents but we want to dial out with own assigned value.
Like today is nov 4. And for example i uploaded 100 data in the list today. So we set shortcode like (Y-M-D-0001) 202411040001 to 202411040100.
during uploading the data in the list i want a custom field there and map that custom field with shortcode. which is 202411040001 to 202411040100.
So agent can dial out between 202411040001 to 202411040100. over phone number & lead_id.

1) Put the Assigne Value in the vendor ID field.

2) Hide the phone number from the agent: Modify Campaign: Disable Alter Customer Phone "HIDE" (Also Modify User => Admin Report Options for admin users)

3) Agents can use the "lead lookup" (Modify Campaign: Agent Lead Search "Enabled") to acquire and dial the lead searching by the vendor ID field but should not be shown the phone number.

[asterisknoob]

why not hide phone number from agents?

The phone number is already hide from agents but we want to dial out with own assigned value.
Like today is nov 4. And for example i uploaded 100 data in the list today. So we set shortcode like (Y-M-D-0001) 202411040001 to 202411040100.
during uploading the data in the list i want a custom field there and map that custom field with shortcode. which is 202411040001 to 202411040100.
So agent can dial out between 202411040001 to 202411040100. over phone number & lead_id.

1) Put the Assigne Value in the vendor ID field.

2) Hide the phone number from the agent: Modify Campaign: Disable Alter Customer Phone "HIDE" (Also Modify User => Admin Report Options for admin users)

3) Agents can use the "lead lookup" (Modify Campaign: Agent Lead Search "Enabled") to acquire and dial the lead searching by the vendor ID field but should not be shown the phone number.

Aweome William. But only one problem when we search lead by vendor code the number is showing in lead search enable option. However it is hide in info link and vicidial main screen.

[williamconley]

Aweome William. But only one problem when we search lead by vendor code the number is showing in lead search enable option. However it is hide in info link and vicidial main screen.

If you are saying that you've hidden phone numbers from agents, but agents still see phone numbers in one specific place: I recommend creating an issue in the Issue Tracker (top of this page) with as much detail as possible. Post a link in that tracker to here, and post a link here to the tracker.

Consider upgrading first (in case this issue has already been fixed, of course).

In the meantime, you could just modify the code to hide that value/div/span or whatever is showing the phone numbers. Unlikely the agents will pull up the java console to find it. You can also try deleting that field, but that may toss a javascript error and break vicidial so tread carefully.

[asterisknoob]

Aweome William. But only one problem when we search lead by vendor code the number is showing in lead search enable option. However it is hide in info link and vicidial main screen.

If you are saying that you've hidden phone numbers from agents, but agents still see phone numbers in one specific place: I recommend creating an issue in the Issue Tracker (top of this page) with as much detail as possible. Post a link in that tracker to here, and post a link here to the tracker.

Consider upgrading first (in case this issue has already been fixed, of course).

In the meantime, you could just modify the code to hide that value/div/span or whatever is showing the phone numbers. Unlikely the agents will pull up the java console to find it. You can also try deleting that field, but that may toss a javascript error and break vicidial so tread carefully.

Great. Let me try some code first. I will update you then.

Thanks Again William.