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This document explains how to assign contacts to account managers to automatically route calls to assigned owners. Created: January 2019 Permalink: https://confluencewildix.wildixatlassian.comnet/wiki/x/ZQHwAQLRHOAQ WMS version: 4 |
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- Go to Collaboration → Phonebook
- Select the phonebook and click Edit
- Select the contact in Contact owner field
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Automatically route calls from known callers to account managers
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Here you can find the example of Dialplan configuration:
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- Set -> OWNER -> ${LOOKUPPHONEBOOK('${CALLERID(num)}' , 'office,home,mobile', 'owner_id')} - looks up for owner ID
- Set -> INFUSIONSOFT -> ${LOOKUPPHONEBOOK('${OWNER}', 'source_id', 'extension')} - looks up for a contact owner according to the found ID (PBX user) in shared phonebooks
- Jump to if -> "${INFUSIONSOFT}"!="" -> Procedure with a modified number ${INFUSIONSOFT} - if the previous execution is successful, routes a call to a contact owner
- Call group - the application is executed in case no contact owner is found
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Note: Refer to Dialplan applications Admin Guide for the detailed information about Dialplan applications. |
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