The following article explains how you can customize the Outbound Call screens with custom content and additional buttons and expands the earlier article: Customizing Outbound Call Tabs.  

Outbound calls can be created for different groups.  I have looked at the context information available when working with Outbound Calls using groups for Leads, Persons, and Companies.  This information would be needed by anyone constructing either ASP pages or .NET assemblies to extend the behaviour of the Outbound calls.  Working with context information requires an understanding of how URLs are built in Sage CRM.  For a discussion of Key Values see: Long List of Key Values for Sage CRM 

Behaviour can be added into the Outbound Call feature using screen and list custom content, as well as tabs and buttons within button groups.  If you are unfamiliar with Button Groups a short article that discusses the feature can be found here: Adding a Print Button to a System Screen.  

Outbound Call Lists

Button Group for System Action: CallList

Context Information passed to ASP page called by button.

SID=98936694429268&Key0=4&Key4=1&J=dummy.asp

Entities in Context

  • Current User = Key4

 


 

Button Group for System Action: CallSummary

Tab Group: 

Administration -> Customization -> Outbound Call Lists ->Tabs ->CallList

Context Information passed to ASP page called by button.

SID=98936694429268&Key0=4&Key4=1&Key35=40&J=dummy.asp

Entities in Context

  • Current User = Key4
  • WaveItem (Wave Activity) =Key35

 


 

Screen Block: 

Administration -> Customization -> Outbound Call Lists -> Screens -> OutBoundCallComment

Button Group for System Action: MakeCalls

Tab Group: 

Administration -> Customization -> Wave Activities ->Tabs ->OutBoundLead

Note: When using Company and Person context an additional list block may be displayed.

List Block:

Administration -> Customization -> Outbound Call Lists -> Lists ->OutBoundPeopleListNotIn

Context Information passed to ASP page called by button.

Lead Group Used for Outbound Calllist:

SID=98936694429268&Key0=44&Key1=44&Key2=1725&Key4=1&Key35=40&Key44=404&Key63=105&J=dummy.asp

Entities in Context

  • Current User = Key4
  • WaveItem (Wave Activity) =Key35
  • Lead = Key44
  • CallList = Key63

Company or Person Group Used for Outbound Calllist:

SID=98936694429268&Key0=2&Key1=114&Key2=1672&Key4=1&Key35=41&Key63=81&J=dummy.asp

Entities in Context

  • Current User = Key4
  • WaveItem (Wave Activity) =Key35
  • Company = Key1
  • Person = Key2
  • CallList = Key63

 


 

Screen Block: 

Administration -> Customization -> Outbound Call Lists -> Screens -> OutBoundCallComment

Button Group for System Action: GotThrough

Tab Group: 

Administration -> Customization -> Wave Activities ->Tabs ->GotThroughOutBndLead

Context Information passed to ASP page called by button.

Lead Group Used for Outbound Calllist:

SID=98936694429268&Key0=44&Key1=1186&Key2=1739&Key4=1&Key35=40&Key44=182&Key63=109&J=dummy.asp

Entities in Context

  • Current User = Key4
  • WaveItem (Wave Activity) =Key35
  • Lead = Key44
  • CallList = Key63
  • Pseudo Company = Key1 
  • Pseudo Person = Key2

Note: Company and Person are not really there when dealing with Leads in outbound calls!

Company or Person Group Used for Outbound Calllist:

SID=98936694429268&Key0=2&Key1=969&Key2=1460&Key4=1&Key35=41&Key63=82&J=dummy.asp

Entities in Context

  • Current User = Key4
  • WaveItem (Wave Activity) =Key35
  • CallList = Key63
  • Company = Key1 
  • Person = Key2

 


 

Screen Block: 

Administration -> Customization -> Outbound Call Lists -> Screens -> OutBoundCallExclude

Button Group for System Action: Exclude

Tab Group: 

Administration -> Customization -> Wave Activities ->Tabs ->OutboundCalls

Context Information passed to ASP page called by button.

Lead Group Used in Outbound Calllist:

SID=98936694429268&Key0=44&Key1=1224&Key2=1777&Key4=1&Key35=40&Key44=185&Key63=110&J=dummy.asp

Entities in Context

  • Current User = Key4
  • WaveItem (Wave Activity) =Key35
  • Lead = Key44
  • CallList = Key63
  • Pseudo Company = Key1 
  • Pseudo Person = Key2

Note: Company and Person are not really there when dealing with Leads in outbound calls!

Company or Person Group Used in Outbound Calllist:

SID=98936694429268&Key0=2&Key1=969&Key2=1460&Key4=1&Key35=41&Key63=82&J=dummy.asp

Entities in Context

  • Current User = Key4
  • WaveItem (Wave Activity) =Key35
  • CallList = Key63
  • Company = Key1 
  • Person = Key2

 


 

Screen Block: 

Administration -> Customization -> Outbound Call Lists -> Screens -> OutBoundCallCallBack

Button Group for System Action: Callback

Tab Group: 

Administration -> Customization -> Wave Activities ->Tabs ->OutboundCalls

Context Information passed to ASP page called by button.

Lead Group Used in Outbound Calllist:

SID=98936694429268&Key0=44&Key1=1224&Key2=1777&Key4=1&Key35=40&Key44=185&Key63=110&J=dummy.asp

Entities in Context

  • Current User = Key4
  • WaveItem (Wave Activity) =Key35
  • Lead = Key44
  • CallList = Key63
  • Pseudo Company = Key1 
  • Pseudo Person = Key2

Note: Company and Person are not really there when dealing with Leads in outbound calls!

Company or Person Group Used in Outbound Calllist:

SID=98936694429268&Key0=2&Key1=969&Key2=1460&Key4=1&Key35=41&Key63=82&J=dummy.asp

Entities in Context

  • Current User = Key4
  • WaveItem (Wave Activity) =Key35
  • CallList = Key63
  • Company = Key1 
  • Person = Key2