Dialer Advanced Options Action Items

 

Continue to narrow down the accounts to be included in the export file by the following action criteria.

 Any Action

The Any Action Item selection will include any accounts with any actions during an Action Date Range.  

Click the button next to Any Action Item.

The Action Range Box will be displayed at the bottom of the screen.  Select the action date range.

 Action Items From List

the Action Items From List selection will include any actions selected during an Action Date Range.

Click the button next to Action Items From List.  The Actions Code List Selection Screen will be displayed.  

Click on the first action to be included in the Selected List.  Click the button to move the action to the Selected List.  Continue until all desired actions are added to the Selected List.

To move all action to the Selected List, click the button.

To remove an action from the Selected List, click on the action to highlight and then click the button.

To remove all actions from the Selected List, click the button.

Click the button to exit the Action Selection Screen.

The Action Range Box will be displayed at the bottom of the screen.  Select the action date range.

If you would like the dialer interface to complete these selected actions, click the box next to Complete Actions.  Select the completion code from the list.

 Ignore Action Selection

The Ignore Action Selection option will allow all accounts regardless of action to be included in the export file.

Click the button next to Ignore Action Selection.