"Pretty Agent Interface

[KDell]

This is our current agent interface:



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We'd like to make the left side buttons - hangup, webform, etc. smaller, and includes more tabs.

Is there an "easy" way to do this, or will that require getting some custom work done?

[williamconley]

custom, absolutely.

making buttons smaller is quite easy, adding tabs can be fairly easy depending on what you want to put IN the tabs

[KDell]

custom, absolutely.

making buttons smaller is quite easy, adding tabs can be fairly easy depending on what you want to put IN the tabs

We're thinking of using an iframe to pop our current webform in there. We need way more fieds than VICI currently provides (including custom fields) for our lead information. We've got an iframe set up within the script box on a special campaign, but it's still pretty ugly and does not expand to fill the screen correctly.

Can you do this? If so, shoot me a pm with the cost.

[mflorell]

You need more fields than custom fields provides?

How many fields are we talking about here?

[KDell]

You need more fields than custom fields provides?

How many fields are we talking about here?

The initial search page is just 4 fields - easy

the info page however is a minimum of 55-80 text fields (anywhere from 10-60 chars), combined with 5-10 drop downs, at least 20 check boxes - there's a lot going on there. We also need to strictly control field size for data returns to our client, we get the info with their formats/specs and give it back that way.

[mflorell]

Custom fields can handle potentially hundreds of fields per list, but of course there is no validation, but no reason you cannot use the data tables.

[KDell]

Custom fields can handle potentially hundreds of fields per list, but of course there is no validation, but no reason you cannot use the data tables.

I've figured out that much for outbound calls, based upon the list, but that wouldn't work for our inbound, would it? (We can only put parts of a "file" in OB so half the leads that belong to one client may not be in our system

[mflorell]

Why would custom fields not work for inbound? All leads are associated with a list, and custom fields are tied to a list. We have clients using them with inbound so I'm pretty sure it will work

[KDell]

Why would custom fields not work for inbound? All leads are associated with a list, and custom fields are tied to a list. We have clients using them with inbound so I'm pretty sure it will work

I guess it would. I just dont know that that would work for our operation, because of some constraints we have with when/how/what we dial, combined with the differences between every client - I'm picturing a big headache for myself. I'd rather just hire some awesome person to develop some nifty new tabs with iframes to our existing TMIB sites . then it's their headache

[williamconley]

keep in mind that "custom fields" are LIST specific. so you could easily create a list (or several) for each client with a specific table structure. more easily in Vicidial than in most CRMs. Especially since lists can move between campaigns without losing their structure. List's custom fields can be duplicated into new lists (for new import data) very easily also.

[KDell]

keep in mind that "custom fields" are LIST specific. so you could easily create a list (or several) for each client with a specific table structure. more easily in Vicidial than in most CRMs. Especially since lists can move between campaigns without losing their structure. List's custom fields can be duplicated into new lists (for new import data) very easily also.

I've been playing with it - it seems like a really neat feature! We've never really had this active before, so I didn't tinker much with it. Next week we're doing an overnighter working on al of our agent stations, so I'm going to play with this a lot more over that night - see what it can do.

[williamconley]

Do yourself a favor: set up a VMWare installation for "Playtime". Then you can make ONE call at a time (to your cell, from your desktop soft phone). You can also play with ALL the settings to your heart's content and push the "reset" button any time you feel like it. Be sure to "Save" when you first get the system up and running (calling out). Then no matter what you screw up, you can easily, and quickly, reset to "start over" and set it all up again (without an actual reinstall!).

[KDell]

Do yourself a favor: set up a VMWare installation for "Playtime". Then you can make ONE call at a time (to your cell, from your desktop soft phone). You can also play with ALL the settings to your heart's content and push the "reset" button any time you feel like it. Be sure to "Save" when you first get the system up and running (calling out). Then no matter what you screw up, you can easily, and quickly, reset to "start over" and set it all up again (without an actual reinstall!).

That's a good idea!