Phased form showing.

[Dinur]

Hello.
I have Elastix Call Centre 2.4.0 and i have a question. Is it possible to use forms in step-by-step mode? for example if agent first view and fills first order line then clicking OK and going to second or quiting (scripting forms). Or maybe is it possible to use external step-by-step forms and how i can use them?

Thank You.

 

[pmurphy]

Maybe someone can offer a different answer for you, but here is my opinion. In most cases you can use the forms to gather basic information on the call, but beyond that you need to have an external application. Forms will require you to gather the information after the call to process which is only going to be functional for a small operation. You can popup your external application (CRM or Sales) using the external URL function in the outgoing or ingoing campaign.

A fair learning curve but if you don't already have something else to use you could implement sugar or vtiger to handle this type of thing in real time. These types of applications change your whole operation to something that can scale to large production of sales, support or whatever you can imagine.

 

[Dinur]

Thank you for answer. But is there some examples of using extarnal URLs? I mean how can i create external form for using Call ID or such info from Agent Console for my external form?

 

[pmurphy]

just walking out the door sorry can't write good info at this time

please search both the forum and use google for elastix external url

you are looking for something that looks like {Caller ID}

There are several things append to your URL.

External URL is a sub heading under outgoing campaign, can be selected in ingoing campaign.

so you can do something like https://mycrm.mydomain.local/{caller id}

not sure on format of the different things like caller id but when you find something like that you got what you need

I can try to get back to this later and add more info for you.

You can also add something like a customer id to your campaign and pop that element.

 

[pmurphy]

http://www.elastix.org/index.php/en/com ... tml#124915

try this link he had a good list

there are other posts with it as well

So when is it a parameter from the switch double underscore when from your csv no underscore.

We use this in many ways. Like we pass the unique id of the call with the URL pop and collect it at the CRM so we have a map of every call to any changes in the CRM. You can then always pull the recording for the call and listen to what was said. Lots of possibilities with the External URL and you hardly ever see people mentioning it.

Huge value in my mind.

I haven't said it for a while, but the guys at Elastix are great for bringing us such a great suite of applications, and all their work to continue to improve upon it.

Huge Thanks

 

[Dinur]

Thank you very much!
I`ll try it tomorrow.