by williamconley » Fri Nov 07, 2008 11:29 pm
We have successfully added fields but you are right it was a pain to do. After you do it once, however it isn't so hard.
Of course, it would probably be simpler to add a whole new table with a "one-to-one" relationship with the "list" and add records to that only when notes are taken that require the extra fields. The initial setup would be "add-only" to the vicidial page and then the code to "add if it's not there already" is also fairly easy. Also, if you have not noticed, the "List" can get ... well, LARGE. This solution would not enlarge the entire list (adding a field to the entire list will immediately do so), but will only add size when you add notes to a record that did not have them already. We use a CRM (Goldmine) that uses this model from years gone by and it may not be pretty, but it DOES work.
For custom script, the scripting system within Vici seems to be easy enough. I've given it to several managers with no training other than a cheat sheet and they seemed quite content. The script can "pop" or be in a tab, so you can have access to the original vicidial record to modify name/phone etc easily while using the vicidial script. Unless you need custom data (and don't want to use "Notes" for it), Vicidial seems to have this covered.
If you want to have a form that involves a script with "fill-in-the-blank" scenario (ask the client the question, then put the answer Here: ___), that would work with either scenario I described above depending on whether the information being collected was able to be stored in the standard vicidial list. If it can, then a custom pop-up could be created fairly easily, it it has custom data then that same custom pop-up could store its data in a separate table linked to the list, and that is where you would pull your report. The same method applies to "questionnaires". And yes, we've done this sort of thing before. Not hard for a PHP/MySQL person, but time consuming to be sure it will work with the Agents properly. I'd never thought of it before, but we could probably piggyback that system into the existing Vicidial scripting interface using the same resources and just set a special switch to NOT allow that form to be pulled on a regular vici script window but only on our special script window.
Depending on the hardware selection information I have requested above, this is still within the $10,000 limit. So how are we doing on answering that question? (Did the hardware I specified fall within the range of your expected equipment?)
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