CiviCRM Community Forums (archive)

When you set up the 'phone bank' you have the option to use a Profile - and you can use an existing one, edit an existing one (warning this will change the Profile whereever it is used) or create a new one.

If that doesn't meet your needs, a more complex but nuanced approach that can give you a nicer interface with Drupal is that you could create a Webform. I would then create a View with the list of Contacts so that I can create a link from there to prepopulate the form with the 'respondents' details - but i think you would still be using the Phone Bank form to actually record and release the respondent. Not sure if the latter helps, just thinking it through myself.

would be really really awesome if you can add "click to call" capability for civi via twilio / tropo etc. We have a fair number of pieces already built and its basically stiching them together along with the integration with twilio etc

a short first step might be to build SMS integration with twilio and then continue onto doing voip integration

if u want to build this, i'd recomment doing a bit of research on various click-2-call systems and seeing what we need to do etc

lobo