Patch 6.6.4
TLDialer
Vendor & List Sync
- Vendor List
- If you have TLDialer enabled you will see the List ID next to the Vendor ID if present.
- Add List
- You can now automatically create a List in Vicidial with the most common settings already preconfigured for you.
- When adding a new vendor, by default, if TLDialer is configured, the Create List Checkbox will be checked and the new Lists information will automatically be populated.
- You can create a Vendor without a List by unchecking the box.
- Once you save the new Vendor, the Name, Description and List ID will automatically be copied into the new List, and the Vendor will be flagged with that List ID.
- The List ID will be created based off the Vendor ID automatically.
- If a List ID already exists, TLD will give you an error saying there is already a list with that ID.
- Update List
- When editing a Vendor, if you click on the TLDialer Tab, you can now modify the list settings right from the panel.
- You can turn on audit comments, (Separate Table). It will notify you when you do this.
- You can change campaigns.
- Be warned, just like in Vici, if you change a lists campaign it will remove any current leads from the autodial hopper for that list and campaign. The success notification will let you know how many leads were removed from the hopper, unlike Vici.
- You can Reset the list, which will tell you how many leads were reset if any, unlike Vici.
- All Actions through TLD Dialer Panel will Log in Vici’s Admin log if successful.
- You can update the List ID the Vendor is connected to, if it differs from the Vendor ID itself or if it is missing from the vendor. There are a couple of rules here.
- If you choose the “Create New List” Checkbox on a Vendor that doesn’t have a List ID Set, it will try to create it based on the current Vendor ID.
- If it finds a list in Vici, it will instead Connect it, and ignore the settings you have set. TLD will notify you that the list has been connected.
- If you update the List ID and it was Blank, it will not copy over the settings in the Add New List form.
- If you update the List ID and it was originally set to another list, it will not copy over the settings in the Add New List form.
- If you choose the “Create New List” Checkbox on a Vendor that doesn’t have a List ID Set, it will try to create it based on the current Vendor ID.
- Mass Update Lists
- You can Drop associated List ID’s via the Mass Edit button
- Mass Add Lists
- You can Mass Add Vicidial Lists from the Mass Edit section. All features from Add List apply. The only thing you cannot customize is the name and the description of the list as it will automatically be generated based on the Vendor’s name and description.
Uploader
- New Custom Dupe Check Flags
- Import ID
- Import File
- Import Row
- Split the Dupe Attacher to work for individual tables, not just all.
- Leads
- Dependents
- Notes
New Date Filters
- Date Filters have received an Update, we will be modifying them in different sections as needed. They will mostly show up under Leads and Policies Now.
- Not Between ><
- Between <>
- Equals (Exact Date) =
- Not Equal To !=
- Greater Than >
- Less Than <
- Greater Than or Equal >=
- Less Than or Equal To <=
- New Date Filter Relative Date Shortcuts
- Date Filters with the new Date filters Features also have yet another icon to the left of them that will open a small dropdown with text name based shortcuts to create dynamic reports that can be saved and change with the day!
- Relative Dates
- Today
- Yesterday
- This Week
- This Month
- This Quarter
- This Year
- This Sunday
- This Monday
- This Tuesday
- This Wednesday
- This Thursday
- This Friday
- This Saturday
- Last Week
- Last Month
- Last Quarter
- Last Year
- Last Sunday
- Last Tuesday
- Last Wednesday
- Last Thursday
- Last Friday
- Last Saturday
My Fronts
- There is a new Pseudo Field in Leads called Fronter Owner ID
- This allows a Secondary owner of a lead for Fronters.
- If an Agent is Set, then it uses the Fronter ID.
- If No Agent is Set and a Fronter is set, it uses the Fronter ID.
- If No Agent is Set and No Fronter is Set, it uses the Creator ID.
- There is a new Section under My Business that is available to the Fronter role or those with “My Fronts” ability.
- This section is pre-filtered with the Fronter Owner ID, it works similar to My Leads.
Bugfixes
- Fixed a bug with Dispositions showing up as “1”
- Made it so that when you are on an anonymous call and there is no lead data / phone number, dispositioning the lead will not work in TLD, but will still disposition the current lead in the dialer. So go ahead and mash the buttons, it will disposition the call.