See Lead Date

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See Lead Date

Postby hiadviser » Fri Jan 11, 2013 1:25 pm

Hey guys,

I wanted to know if it was possible for the Agents to see the date the lead was loaded on their screen?

We have two lists in a campaign right now, one is older than the other. New leads are being added everyday, so we want to show them the lead date on their screen somewhere.

Is this possible to do?

Thank you.

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Re: See Lead Date

Postby DomeDan » Mon Jan 14, 2013 11:11 am

Yes it is possible, I've done similar things, just add the date to any of the fields that are not in use.

As an example, I use the field security_phrase as the value of the last order for the lead
and its possible to change the label on the agent-interface under System Settings (depending on what vicidial-version your using though... that you didnt write... do that the next time ;))
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Re: See Lead Date

Postby hiadviser » Mon Jan 14, 2013 4:26 pm

Ah ok, I know what you mean. So would the label be changed to lead_date. Not sure where I would find that or what it is.
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Re: See Lead Date

Postby ZoVoS » Mon Jan 14, 2013 4:33 pm

I think hes telling you to add the date you are uploading it to your file (data to be uploaded) and then

ADMIN -> System Settings -> *scroll to gray area*

And rename whatever field you uploaded it as.

I personally would alter the Vicidial Script to show entry_date as it is part of the table... come to think of it you can add that as a CUSTOM FIELDS and then you wont need to make any changes to anything.

(entry_data is a field in the VICIDIAL_LIST table so if you add it to a custom list it will turn red and auto populate)
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Re: See Lead Date

Postby DomeDan » Tue Jan 15, 2013 5:32 am

Oh I've forgot about entry_date.
Try with that, creating custom fields in covered in the manual
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Re: See Lead Date

Postby williamconley » Wed Feb 13, 2013 9:30 am

Be careful with custom fields unless you can set it to view only (after all, you don't want to allow the agent to modify the entry date field if you use it in statistics ...). but you could dupe the entry date into the birthdate field and show that in custom fields.

Generally, we would likely use the aforementioned security_phrase option and modify the label to Entry Date. It is quite possible to run a simple sql query to Copy entrydate to securityphrase each time you load a list (or every morning, or hourly for those missing that field, etc).
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Re: See Lead Date

Postby geoff3dmg » Wed Feb 13, 2013 11:15 am

I use the date as the listid. So for example, loading a list today would be a list id of '20130213'. Then enable the campaign setting to show the list ID to the agents. Easy :)
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Re: See Lead Date

Postby williamconley » Wed Feb 13, 2013 12:26 pm

geoff3dmg wrote:I use the date as the listid. So for example, loading a list today would be a list id of '20130213'. Then enable the campaign setting to show the list ID to the agents. Easy :)
I like that. Tricky and simple. 8-)
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Re: See Lead Date

Postby mosskatz » Tue Jan 26, 2016 8:22 am

Hi,
I am trying to add --A--entry_date--B-- to my script and it is just showing the text as --A--entry_date--B--

all other fields are fine, is that the correct field name?

Many Thanks

G


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Re: See Lead Date

Postby mflorell » Tue Jan 26, 2016 8:48 am

You need to upgrade your system, that variable was added to scripts in July of 2015.
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Re: See Lead Date

Postby mosskatz » Mon Feb 01, 2016 10:48 am

Thank you v much
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Re: See Lead Date

Postby mosskatz » Tue May 10, 2016 5:40 am

I've upgraded but cannot see entry_date in the drop down
Is it something else? SQLDate?
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