What is the multi-number feature?
The multi-number feature gives you the possibility to use multiple phones for a single contact.
In addition to the primary phone, it is possible to have additional phones and categorize them.
Let’s see how to configure it!
How to configure the multi-number feature
Configure Contact Item Types.
Add additional phones to a Contact.
Associate Additional phones to specific contact item type.
Use multi-number feature for Motion Bull Campaigns.
Contact Item Types
Configure Contact Item Types to define the categories of the additional phones associated to the Contact and to set their priority for the outbound calls (Order by).
Add additional phones to a Contact
Add as Admin
From the Contacts Manager menu, select Contacts
Click on the
button to add a new contact
In the Additional phones field, insert the additional number → Tap the Enter key on your keyboardto continue (To add more than one number, repeat)
Associate Additional phones to specific contact item type:
Click on the drop-down menu and select the contact item type (previously set) to match with that additional phone.
Based on the contact item type, the additional phone background will be colored.
You can add a description.
Add with Import as Admin
From the Contacts Manager menu, select Contacts
Click on the
button to import contacts
You can choose the columns from which additional phone will be retrieved, indicating the different Contact item type.
Edit as Admin
From the Contacts Manager menu, select Contacts
From the contacts list, click the
on the specific contact line; select Edit
In the Additional phones field, insert the additional number → Tap the Enter key on your keyboardto continue (To add more than one number, repeat)
Associate Additional phones to specific contact item type
Add/Edit as User
User Profiles must be enabled to access the Contact Item Type section:
From the Staff Menu, select User Profile
In the Permission section, open the Tools
Enable Contact Item Types as you need
Add/edit additional phones as an Admin
Add/Edit as Agent
ADMIN MOTION BULL
· RETRY SETTINGS:
·
Go to the Contacts section
Click on the + button to add a new contact or click the
on the specific contact line and select Edit
In the Additional phones field, insert the additional number → Tap the Enter key on your keyboardto continue (To add more than one number, repeat)
Associate Additional phones to specific contact item type:
Click on the drop-down menu and select the contact item type (previously set) to match with that additional phone.
Based on the contact item type, the additional phone background will be colored.
You can add a description.
Use multi-number feature for Motion Bull Campaigns
Max global retry vale per singolo numero, fa il giro dei numeri 3*3 (9 linee di hopper)
ADMIN CONTACT MANAGER
· create contact
·
· contact screenshot
AGENT:
· contact screenshot
· contact preview
contact Contact item types: posso inserire la stessa priority su item differenti (a cosa serve la priority se poi non viene utilizzata nel dialer?)
FIXED L’OrderBy deve specificare l’ordinamento durante lo swap, ovvero l’ordinamento nell’inserimento nella hopper_additional_phones. Questo permette di avere una priorità sui numeri che hanno associato un contact item type. Nei casi in cui un numero non abbia associato nessun item type, viene chiamato per ultimo. A parità di orderby, viene ordinato by nameedit fast dialog di un contact multinumber: i contact item types non sono valorizzati FIXED
4b Fast edit non salva i multinumeri FIXED
errore nella localizzazione (IT) nella label (edit fast dialog): FIXED
tab CM (CTI): la posizione non è la stessa di V2 e della gestione del contatto FIXED
Order by: Set the priority to assign to the additional phone number associated to this Contact Item Type. Consider that 1 is the maximum priority, 2 means lower priority than 1. For example, (after calling the primary phone) Motion Bull will call the additional phone associated to the Contact Item Type with order 1 and then additional phone associated to the Contact Item Type with order 2 (then order 3 and so on).
You can have the same Order by value for more than one contact item type. For the same Order by value, the priority will set by Name value.
Retry Settings
Additional phones
Call additional phone after (min): time in minutes between the call to the primary phone and the call to the additional phone, in case of inability to reach the primary phone. The dialer calls the primary phone. If the Contact hasn't been reached through the primary phone, after tot minutes (in the example, 3 minutes), the dialer will call the additional phones, according to priorities.
Preview Campaign
If additional phones have been added to the Contact:
the Agent can see additional phones, and matching contact item type, in the preview window
the Agent can choose which phone to call