transfer datas from CRM to Vicidial...

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transfer datas from CRM to Vicidial...

Postby mmixx » Sat Sep 12, 2009 11:10 am

is there any way to transfer datas from a 3rd party CRM to Vicidial? eg. when an agent clicked on a number from the CRM and all or certain datas from it will be transferred to Vicidial's Agent Interface.
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Postby mflorell » Sat Sep 12, 2009 11:48 am

I'm sure it is possible, but it would need to be programmed. Exactly what data would need to be transferred?
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Postby mmixx » Sat Sep 12, 2009 1:39 pm

well, for now i just wanted to transfer phone_number and the agent_id from the CRM to the dialer's agent interface and auto dial the number. i know how to code this but my problem is when you click the link from the CRM and then focuses on the target browser where vicidial is loaded... it unloads/refreshes the page... it will then automatically logs out the agent. is there a way to do this without removing the unload property on <body> tag?
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Postby mflorell » Sat Sep 12, 2009 10:21 pm

Are you using the Agent-API?

If so, how are you using it exactly?
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Postby mmixx » Sun Sep 13, 2009 2:58 am

no... im not using any Agent-API right now but i'll try to use it, hope it can help.
-=( M m i x X )=-

GoAutoDial Inc.
Empowering the Next Generation Contact Centers
http://www.goautodial.com
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Postby mmixx » Sun Sep 13, 2009 4:37 am

yay! i didnt know it was that simple... thanks a lot! :D
-=( M m i x X )=-

GoAutoDial Inc.
Empowering the Next Generation Contact Centers
http://www.goautodial.com
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Posts: 33
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Location: Manila

Postby gmcust3 » Sun Jan 03, 2010 2:50 pm

Agent-API ? How and where to get that from ?
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I've read the manager manual.
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Postby mflorell » Sun Jan 03, 2010 7:39 pm

docs/AGENT_API.txt
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