User Guide - Management Console - Data Management - Recycle

User Guide - Management Console - Data Management - Recycle

Data Management

Recycle


The ChaseData CCaaS solution includes a tool to help recycle Contact records (leads) so they can be reused; it resets the call status (disposition / wrap-up code) to blank (no status) and the number of call attempts to zero (0), which effectively makes the record fresh and callable (it does not change the original import date).

To access the search and recycle tool, click on the 3-dot icon on the right side of the top area of the GUI (a.k.a. the “Tools menu”), above the Search field, which will open a menu; click on Tools, then on Recycle. This will display a number of filter and search criteria, which includes Campaign, Sub-Campaign, Rep (Agent), Result Type (callable/non-callable dispositions), specific Call Status (disposition / wrap-up code), Call attempts, and other more specific search parameters. Refer to the following pictures.











After you entered all the search and filter parameters, click on Search and the results will display all corresponding Contact records. The information will include a record count and provide options to Recycle All found Contact records, or just Recycle Selected found Contact records (click / Ctrl-click).  Refer to the following picture.



There’s also a context-menu with similar options, which is presented by right-clicking in the result area. Refer to the following picture.



If you select an action to recycle leads (Contact records), you will be presented with a dialog box to confirm.  Refer to the following picture.



After requesting to recycle leads (Contact records), click on Search again to see the updates on the records.

    • Related Articles

    • User Guide - Management Console - Data Management - Quick Search

      Data Management Quick Search The ChaseData CCaaS Management Console provides a Quick Search tool in the main screen area, top-right, to quickly search for Contact records in all Campaigns. Refer to the following picture. The Quick Search tool is not ...

    • User Guide - Management Console - Introduction

      Management Console The ChaseData CCaaS Management Console application is used for a variety of configuration and management tasks.  Let’s divide them in the following groups: Setup Data Lookup Monitoring & Analytics. Do note that access to ...

    • User Guide - Management Console - Data Management - Data Import

      Data Management In this section we’ll see how to import and manage data that is used by the ChaseData CCaaS solution. That includes Contact information, Do-Not-Call (DNC) information, call records, and recordings. Some of this information, like ...

    • User Guide - Management Console - Functional Setup - General Tools and Data

      Functional Setup General Tools and Data In this section we go through lists of data that are to be created for use by other parts of the configuration, as well as tools that aide in configuration tasks. Custom Data Since ChaseData CCaaS deals with ...

    • User Guide - Management Console - Data Management - Check Duplicates

      Data Management Check Duplicates Under certain circumstances, the system allows for creating duplicate records of telephone numbers (Contacts); for example, when duplicates are allowed with import operations, or when a Contact may be handled by ...