Advanced Lead Management Tool

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Advanced Lead Management Tool

Postby Kinghtflyer » Sat Jan 23, 2016 7:54 am

Some users may find this tool useful.
I just posted in issue tracker 0000917
you can get the code here
http://www.vicidial.org/VICIDIALmantis/view.php?id=917
Use it at your own risk.
Basically it will visually allow you to perform some actions that the standard Lead Management does.
The preview is showing the results from Display DUPES option.
The preview was cropped, by forum limits, but you should be able to see the possibilities.

Currently it's abilities are:

1. Display a lead list by List ID visually in a scroll-able grid showing all fields
2. Ability to sort, and filter numerous useful ways. City,State,County,Zip,Name, etc.
3. Export to a spreadsheet which can be manipulated and imported to Vicidial the usual way.
4. Pull selected leads from the list.
5. Move leads from one list to another without destroying active data including LeadID and Disposition.
6. Detect and display duplicate leads(*New)
7. Does NOT support custom fields, yet.
8. This is written in GAMBAS, available in most LINUX repositories.
Anyone interested in trying it out?

Image
Last edited by Kinghtflyer on Sat Jan 23, 2016 12:15 pm, edited 3 times in total.
Kinghtflyer
 
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Re: Advanced Lead Management Tool

Postby mflorell » Sat Jan 23, 2016 7:58 am

We always like to see stuff like this posted to the Issue Tracker, if you would please? :)
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Re: Advanced Lead Management Tool

Postby mflorell » Mon Jan 25, 2016 7:10 am

Thank you for posting!

Here's the link:
http://www.vicidial.org/VICIDIALmantis/view.php?id=917
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