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#744 - Relation between phone call and leads/accounts

Open Feature created by Rafal 2 years ago

Hi,
is there a way to create a relationship between a call from unknown phone number to Lead/Account which was found manually in search result?
If there is no feature like this please let me know do You have any plan to create it in near future?

Right now I can add/log call as an activity but I can't see an option to get information about recording file name related to that call.

Can You explain how phone calls listed in that section under lead information is related to call_id in databases table "phonecalls"? Is it just a search for a phone number?

  1. Vedisoft member avatar

    Vedisoft Provider

    2 years ago

    Hi Rafal,

    1.

    You: "is there a way to create a relationship between a call from unknown phone number to Lead/Account which was found manually in search result?

    If there is no feature like this please let me know do You have any plan to create it in near future?"

    Vedisoft: No, we do not have an option to bind call with a bean (Account, Lead, Contact). Actually there is no at all any static relations in our module. All call logs are shows on beans only if phone number in a call matches with phone number in bean.

    But we can make custom solution for you.

    There are 2 way how we do such things:
    1. on pop-up window we add clickable icon close to every phone number of found bean. You can click on that icon and caller number will be set as phone number of manually found bean. It will take 3 standard hours to add such icon.
    2. we can add clickable icon close to found bean. You can click on that icon and we will create static relation between bean and phone call. It will take 6 standard hours (it takes much time because we need to redeclare subpanels on Accounts, Contacts and Leads).

    Our rate is $26 per hour.

    2.

    You: "Right now I can add/log call as an activity but I can't see an option to get information about recording file name related to that call. Can You explain how phone calls listed in that section under lead information is related to call_id in databases table "phonecalls"? Is it just a search for a phone number?"

    Vedisoft:
    Right now phone calls are listed on bean page in case phone numbers are mathced in phone call and phone fields on bean. It works similar to emails

    We can develop for you such solutions:
    Option #1. always create static relation between phone call and bean (usually schedular job is required as well to bind old phone calls with new bean).
    Option #2. store phone calls not in our Phone Call module, but in standard Calls module.

    Both options are needed in clarifications (there are technical details. Both options started from 8 standard hours (8*26=208USD)
    If you are interested in any customization, please let me know.

    Best regards
    Andrey Uymin
    Project manager, Vedisoft
    a@vedisoft.info
    skype: andrew.uymin

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