Saving data entered on agents screen after call has ended.

General and Support topics relating to ViciDialNow and GoAutoDial ISO installers

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Saving data entered on agents screen after call has ended.

Postby tommyinnn » Thu May 06, 2010 7:54 pm

For the agents screen, if notes are typed in the comments box before the call is hung up, notes that the agent may have added, or customer details were changed - the new data is saved - however, if notes are entered after the call has ended, nothing is saved - same thing with the web form button - we have agents that are used to writing the information on their notepad, and it is easier for them to enter the information after the sale - is there a way to prevent this.
VERSION: 2.2.1-237
BUILD: 100510-2015
VicidialNow - Upgraded from 1.3 to Vicidial 2.2 SVN via SSH instructions (7/2010)
Multi-Server - Single Database

http://myautodj.com
http://icecastautodj.com
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Postby mflorell » Thu May 06, 2010 11:01 pm

You can changed data in the customer info screen until you get to the dispo screen, at that point it is too late to change anything. You could always enable alt number dialing which will allow your agents to hangup the customer and not go to the dispo screen until they click on the "Finish Lead" link.
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