The following article explains how you can customize the Outbound Call screens with custom content and additional buttons and expands the earlier article: Customizing Outbound Call Tabs.
Outbound calls can be created for different groups. I have looked at the context information available when working with Outbound Calls using groups for Leads, Persons, and Companies. This information would be needed by anyone constructing either ASP pages or .NET assemblies to extend the behaviour of the Outbound calls. Working with context information requires an understanding of how URLs are built in Sage CRM. For a discussion of Key Values see: Long List of Key Values for Sage CRM
Behaviour can be added to the Outbound Call feature using screen and list custom content, as well as tabs and buttons within button groups.
Outbound Call Lists
Button Group for System Action: CallList
Context Information passed to ASP page called by button.
SID=98936694429268 &Key0=4 &Key4=1 &J=dummy.asp
Entities in Context
- Current User = Key4
Button Group for System Action: CallSummary
Tab Group:
Administration -> Customization -> Outbound Call Lists ->Tabs ->CallList
Context Information passed to ASP page called by button.
SID=98936694429268 &Key0=4 &Key4=1 &Key35=40 &J=dummy.asp
Entities in Context
- Current User = Key4
- WaveItem (Wave Activity) =Key35
Screen Block:
Administration -> Customization -> Outbound Call Lists -> Screens -> OutBoundCallComment
Button Group for System Action: MakeCalls
Tab Group:
Administration -> Customization -> Wave Activities ->Tabs ->OutBoundLead
Note: When using Company and Person context an additional list block may be displayed.
List Block:
Administration -> Customization -> Outbound Call Lists -> Lists ->OutBoundPeopleListNotIn
Context Information passed to ASP page called by button.
Lead Group Used for Outbound Calllist:
SID=98936694429268 &Key0=44 &Key1=44 &Key2=1725 &Key4=1 &Key35=40 &Key44=404 &Key63=105 &J=dummy.asp
Entities in Context
- Current User = Key4
- WaveItem (Wave Activity) =Key35
- Lead = Key44
- CallList = Key63
Company or Person Group Used for Outbound Calllist:
SID=98936694429268 &Key0=2 &Key1=114 &Key2=1672 &Key4=1 &Key35=41 &Key63=81 &J=dummy.asp
Entities in Context
- Current User = Key4
- WaveItem (Wave Activity) =Key35
- Company = Key1
- Person = Key2
- CallList = Key63
Screen Block:
Administration -> Customization -> Outbound Call Lists -> Screens -> OutBoundCallComment
Button Group for System Action: GotThrough
Tab Group:
Administration -> Customization -> Wave Activities ->Tabs ->GotThroughOutBndLead
Context Information passed to ASP page called by button.
Lead Group Used for Outbound Calllist:
SID=98936694429268 &Key0=44 &Key1=1186 &Key2=1739 &Key4=1 &Key35=40 &Key44=182 &Key63=109 &J=dummy.asp
Entities in Context
- Current User = Key4
- WaveItem (Wave Activity) =Key35
- Lead = Key44
- CallList = Key63
- Pseudo Company = Key1
- Pseudo Person = Key2
Note: Company and Person are not really there when dealing with Leads in outbound calls!
Company or Person Group Used for Outbound Calllist:
SID=98936694429268 &Key0=2 &Key1=969 &Key2=1460 &Key4=1 &Key35=41 &Key63=82 &J=dummy.asp
Entities in Context
- Current User = Key4
- WaveItem (Wave Activity) =Key35
- CallList = Key63
- Company = Key1
- Person = Key2
Screen Block:
Administration -> Customization -> Outbound Call Lists -> Screens -> OutBoundCallExclude
Button Group for System Action: Exclude
Tab Group:
Administration -> Customization -> Wave Activities ->Tabs ->OutboundCalls
Context Information passed to ASP page called by button.
Lead Group Used in Outbound Calllist:
SID=98936694429268 &Key0=44 &Key1=1224 &Key2=1777 &Key4=1 &Key35=40 &Key44=185 &Key63=110 &J=dummy.asp
Entities in Context
- Current User = Key4
- WaveItem (Wave Activity) =Key35
- Lead = Key44
- CallList = Key63
- Pseudo Company = Key1
- Pseudo Person = Key2
Note: Company and Person are not really there when dealing with Leads in outbound calls!
Company or Person Group Used in Outbound Calllist:
SID=98936694429268 &Key0=2 &Key1=969 &Key2=1460 &Key4=1 &Key35=41 &Key63=82 &J=dummy.asp
Entities in Context
- Current User = Key4
- WaveItem (Wave Activity) =Key35
- CallList = Key63
- Company = Key1
- Person = Key2
Screen Block:
Administration -> Customization -> Outbound Call Lists -> Screens -> OutBoundCallCallBack
Button Group for System Action: Callback
Tab Group:
Administration -> Customization -> Wave Activities ->Tabs ->OutboundCalls
Context Information passed to ASP page called by button.
Lead Group Used in Outbound Calllist:
SID=98936694429268 &Key0=44 &Key1=1224 &Key2=1777 &Key4=1 &Key35=40 &Key44=185 &Key63=110 &J=dummy.asp
Entities in Context
- Current User = Key4
- WaveItem (Wave Activity) =Key35
- Lead = Key44
- CallList = Key63
- Pseudo Company = Key1
- Pseudo Person = Key2
Note: Company and Person are not really there when dealing with Leads in outbound calls!
Company or Person Group Used in Outbound Calllist:
SID=98936694429268 &Key0=2 &Key1=969 &Key2=1460 &Key4=1 &Key35=41 &Key63=82 &J=dummy.asp
Entities in Context
- Current User = Key4
- WaveItem (Wave Activity) =Key35
- CallList = Key63
- Company = Key1
- Person = Key2