Custom List Fields Feature has been committed to SVN trunk!

[mflorell]

The Admin and Agent portions of the Custom List Fields feature are done(lead loader is not complete yet) and ready for you to test in SVN/trunk.

look below for example screens.

To activate you need to enable custom fields in system settings, then
you can go to the Lists section to add custom fields to a list. The
fields are tied to a list, not a campaign, and they can be displayed
in a new tab in the agent interface, and there is a new option to have
the Get Call Launch open this custom fields tab upon a call being sent
to the agent. Also, the Calls Export Report and the List Download
feature include the custom fields values for the leads exported. You
can import custom field data through the web-based lead loader in TXT
and CSV format(you must set a list ID override and you must select
Custom Format). You can also use the non-agent API add_lead function,
(see the NON-AGENT_API.txt doc for more info). You can also use the
third gen lead loader to import leads with custom files in several
other formats.



Here is a screenshot of an example set of custom fields in the agent interface:
http://www.vicidial.org/images/agent_custom_fields.jpg

Here is a sample page of the admin portion of the custom fields administration:
http://www.vicidial.org/vicidial_demo/a ... custom.htm


You can also use the default fields from vicidial_list in your custom fields screen.

EDIT- Added custom field loading ability through web-based lead loader for CSV and TXT formats and though non-agent API.

[ruben23]

how to have this features on my existing 2.4 svn install..

[mflorell]

cd /usr/src/astguiclient/trunk
svn update
perl install.pl

read the UPGRADE doc to see what has changed since your current version

And make sure you run the upgrade on the database!

Then kill all of the screen sessions(don't do this while you are in production of course)

Start Asterisk back up with the start_asterisk_boot.pl script

Then you should be good to go.

[brett05]

WAW GREAT mflorell THIS FEATRES I WAS WAITING IT
congratulation mflorell

[Trying]

You can also use the default fields from vicidial_list in your custom fields screen.

Please explain how this is done?

[gmcust3]

Awesome !!

Now, companies in India will understand the pain in their ar*e who changes layout of Vici and sell them in their name. Now, they have to redo everything as they are NOT in tandem with Updated Vici !!!

Matt , you are Great !!

[mflorell]

You can also use the default fields from vicidial_list in your custom fields screen.

Please explain how this is done?

It's easy, just use the MySQL field name as a field label in custom fields(this is explained in the help) and make sure you leave it as a TEXT field type. After you have added it, it will show up as red in the custom field summary.

In the screenshot the Contact ID field is actually the vendor_lead_code field and it is displaying that value from the vicidial_list table in the example.

So, in the end you can customize the screen almost any way you want using both default fields and custom fields together.

[Trying]

Wow, it just gets better and better!

[Trying]

So when it is a default field that you are using within the custom fields section and you add and/or edit information, will it also automatically update the default field? Meaning the agent can edit ONLY in the custom field form without having the need to go back to the default page?

[mflorell]

Yes and Yes

[Trying]

It will be useful to have the default "comments" field, which can also be used in the custom fields section, store and display previous comments per disposition, user, date and time.

For example, user Kevins phoned the client and his comment is that the client needs to discuss the product with his wife. When a second agent, Pierred, phones the client he can view the previous comment by Kevins without being able to edit it. He can however add his own comment.

It will look something like this:

Client wants to speak to his wife - Kevins - Callback - 04/07/2010 - 13:46
He asked me to phone him in 30 min - Pierred - Callback - 05/07/2010 - 10:23
Closed the sale. QC please ensure you phone him before delivery - Johns - Sale - 06/07/2010 - 16:18

This will also be useful for the QC feature when done. The sales agent and QC agent can see each others comments.

Please get the correct bank account details as the account number is invalid - Janeb (QC) - Incomplete - 07/07/2010 - 09:02
Bank account number corrected - Johns - Sale - 07/07/2010 - 13:15

[mflorell]

I believe there is already a feature request for that, and it is not within the scope of the custom fields project.

[mflorell]

Small update:

I just added the ability to include custom fields data when using the add_lead function in the Non-agent API.

Also, you can see and edit custom fields data for a specific lead using the lead modification page.

[mflorell]

Another small update:

Added ability to use custom fields through the web-based lead loader when using TXT(tab or pipe delimited) or CSV(comma separated values) files(but not with XLS files).

Custom fields must already be defined in the List Custom Fields section, and you need to use a List ID Override as well as Custom Format when on the lead loading page.

[brett05]

day after day vicidial is the power really thanks vicidial

[mflorell]

To make it easier to allow leads to be moved to other list IDs I have added a field to vicidial_list: entry_list_id

This is used by the system when importing leads with custom fields as well as when custom fields are populated after they have not been populated. Then even if the list_id field is changed, the list ID that custom fields data was loaded into will be preserved and used to show the populated custom fields for that lead.

This was just committed to SVN/trunk tonight.

[gerald_lyc]

is there any detailed doc on how to use the agent_custom_fields?

[mflorell]

Not yet, I am working on that for the 2.4 manager manual though. Until then there is the HELP in the admin interface and the postings here on the forum.

[DarknessBBB]

It will be useful to have the default "comments" field, which can also be used in the custom fields section, store and display previous comments per disposition, user, date and time.

For example, user Kevins phoned the client and his comment is that the client needs to discuss the product with his wife. When a second agent, Pierred, phones the client he can view the previous comment by Kevins without being able to edit it. He can however add his own comment.

It will look something like this:

Client wants to speak to his wife - Kevins - Callback - 04/07/2010 - 13:46
He asked me to phone him in 30 min - Pierred - Callback - 05/07/2010 - 10:23
Closed the sale. QC please ensure you phone him before delivery - Johns - Sale - 06/07/2010 - 16:18

This will also be useful for the QC feature when done. The sales agent and QC agent can see each others comments.

Please get the correct bank account details as the account number is invalid - Janeb (QC) - Incomplete - 07/07/2010 - 09:02
Bank account number corrected - Johns - Sale - 07/07/2010 - 13:15

We have the same brain, my dear

http://www.vicidial.org/VICIDIALmantis/view.php?id=117

[Trying]

Ahhh, nice one!

[williamconley]

Matt:

Here is a sample page of the admin portion of the custom fields administration:
http://www.vicidial.org/vicidial/admin_lists_custom.htm

(top of this post)

DEAD LINK

[mflorell]

Link fixed, Thanks!

[DarknessBBB]

Another small update:

Added ability to use custom fields through the web-based lead loader when using TXT(tab or pipe delimited) or CSV(comma separated values) files(but not with XLS files).

Custom fields must already be defined in the List Custom Fields section, and you need to use a List ID Override as well as Custom Format when on the lead loading page.

Hi Matt, I cannot understand what custom fields have to be inserted in the TXT file. Obviously I have to insert the columns that have the same name of the custom fields. But, how can I link those data to preloaded leads? Adding the phone_number column ?

[williamconley]

... Custom Format ...

instead of "Standard" you choose "Custom" and it should give you the ability to "Map"

[DarknessBBB]

... Custom Format ...

instead of "Standard" you choose "Custom" and it should give you the ability to "Map"

Absolutely clear!
Thank you from Italy!!

[williamconley]

hey, matt spent 15 seconds in this post. consider yourself "honored". if I can "translate" his quickie and he can fix 4 more people's problems ...

[alkinjay1]

We have a new business venture coming up in the next month that would require the use of the custom fields option. Is the trunk version ready for production? We are small business and I prefer to wait for the official release but it doesn't look like we will be able to wait this time.

[williamconley]

ready for production

it's in use in several call centers. it works. but if you want to know if it's ready for production, you have to TEST it for yourself. ready for production is subjective.

install the latest SVN trunk code and test it out.

[mflorell]

We have several clients using it in production right now.

[alkinjay1]

I'm looking over 2.4 on a test box now and it looks great. I am wondering how you get past Internet Explorers URL limit of 2048 characters? With a limitless amount of custom fields you could easily eat that up.

[williamconley]

1) use short field names

2) learn to pass "id" information and security information only then and use the underlying php script in the receiving system to access the mysql data directly instead of passing it on the URL, and then you can do ANYTHING with the data.

[mflorell]

or, don't use IE

[gardo]

Right on! Hehehe!

or, don't use IE

[saidmsl]

Hi,

i'm trying to use custom fields , some questions ;
- how to use html code inside the name , ex: new line,
- how to use french accents
- do you plan to add a sort of basic workflow :

ex :
are you single or married ?
if yes => do you live with your parents
if no => do you rent or have your own house?

or do we still have to use limesurvey for that?

Thanks

[mflorell]

standard basic HTML like <BR> should work within Custom Fields.

At this time we do not have branching capability, if you want to do that you would have to use something like Lime Survey.

[williamconley]

Since the form is "static", and branching would require "dynamic" forms ... that's a lime survey moment for sure. Or just a javascript application to determine which fields to show (and have all of them there, just not visible unless/until needed ...?)

[saidmsl]

Thanks
it work fine (with more than 25 fields) , combined text, display, script, ....

i just noted an error while creating the fields :
if field is radio, it's not created in the custom_<list id> table, had to add them manually in mysql.
others types works

[williamconley]

If you can reproduce this error (and give step by step instructions to "cause/reproduce" this error!) you can help out a lot by placing this in the Issue Tracker at the top of this page.

then when it gets fixed ... you'll automatically get a notice!

[mflorell]

Yes, please post instructions on how to reproduce this, as well as your version and build of admin.php

[dspaan]

My compliments for this great feature Matt!

One suggestion for improving the documention is that before you can create the fields you need to give yourself the rights to do so. At first i could not see the custom fields list pages, it said 'You are not authorized to view this section'.