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Where is the record of moved leads (Call Transfer)
Posted:
Thu Dec 28, 2023 11:55 amby atkins513
Quick question with a simple answer I am sure.
When I moved callbacks from a rep to another rep or to myself using callbacks transfer (Callbacks Transferral Page). They are now mixed with all other all the other callbacks of that rep.
If i wanted to undo that move, or to move all those leads back to the previous rep, or have a list of those moved leads. I don't know how to do that. Where do I find the list of leads that was moved during that callbacks transfer move?
Thank you,
Gary
VERSION: 2.14-634c BUILD: 210421-2110
Re: Where is the record of moved leads (Call Transfer)
Posted:
Fri Dec 29, 2023 4:45 amby carpenox
I don't think there is any place that info is stored, it's simply a MySQL query that is executed.
Re: Where is the record of moved leads (Call Transfer)
Posted:
Fri Dec 29, 2023 8:11 amby atkins513
I would be surprised there isn't a log somewhere of each lead that was transferred...
Re: Where is the record of moved leads (Call Transfer)
Posted:
Fri Dec 29, 2023 11:43 amby atkins513
Hey Matt, @mflorell.
Any input on this?
Thanks, appreciate you.
Re: Where is the record of moved leads (Call Transfer)
Posted:
Fri Dec 29, 2023 6:06 pmby mflorell
There is currently no record of every callback entry moved through that utility, it's a single SQL statement that is executed, and it only logs the number of callbacks modified, not which specific callbacks were modified. I'm sure that could be added, but it would require more complex programming and additional development time.
Re: Where is the record of moved leads (Call Transfer)
Posted:
Sat Dec 30, 2023 10:45 amby atkins513
mflorell wrote:There is currently no record of every callback entry moved through that utility, it's a single SQL statement that is executed, and it only logs the number of callbacks modified, not which specific callbacks were modified. I'm sure that could be added, but it would require more complex programming and additional development time.
Thank you so much. I am surprised that under the user's name, under changes to this record that this one wouldn't have naturally been there. Regardless, thank you for letting me know. In the future I will just copy or download a record of all the call backs. Is there an easy way to download a users callbacks to an excel?
thx
Re: Where is the record of moved leads (Call Transfer)
Posted:
Tue Jan 02, 2024 8:49 amby mflorell
Since it's the callback record that has been modified, and not the lead itself, it's not included there. The client we originally wrote this utility for years ago didn't have a requirement for this to individually log each callback record modification, which is why we didn't go to the extra work of doing that.