Advanced Selection

When mass-updating the status, priority, number of call attempts, assignments, rescheduling, distribution. prioritisation, or disabling of records in a call list, you can choose how you select the records.  either use Call List Searching, Filtering and Selecting, or use the advanced selection. 
 
Any of the following buttons from the call list view will take you to the advanced selection option:
 
 
Choose Advanced Selection from the subsequent page:
 
 
Using the advanced selection option, you can find records that:
  • all have the same status:  (new, in use, rescheduled, completed)
  • all have the same priority
  • all have the same Max Call Attempts (Callbacks)
  • have all been rescheduled to be called between specified dates
  • are assigned to a particular agent.
 
Complete the relevant part of the advanced selection page to determine which records will be updated:
 
 
Depending on which button you clicked to begin with, you will then be presented with:
 

Change Call Status

 
Use this feature to mark all remaining calls as finished or disabled at the end of a campaign.
 
 

Change Priority

 
Rescheduled calls are automatically given a high priority.  If this is not the case for your campaign or organisation, you can adjust the default priorities here.
 
 

Change Call Attempts

 
Enter a whole number:
 
 

Change assignments

 
Particularly useful if one agent leaves and another starts.  Use this feature to reassign all calls assigned to one agent, to another.
 
 

Reschedule Records

 
Mass reschedule records:
 
 

Redistribute Records

 
Move calls from one call list to another.