Author Topic: Assign contacts to User (Read 791 times)

pojunis · August 28, 2013, 03:38:17 am

Maybe this exists and we dont know it. However, there should be an option to assign contacts to a User. We are using Civi in our call center and we are making a lot of phone calls.

Currently, we have a User, then we create a Group for the user, and then we add contacts to the group for the User. So when the User logs in, he/she will only see their contacts,

This sucks as far as usability as the work flow is challenging. There is not an easy way to navigate the contacts. After each phone call an activity is logged and then the User has to go back to Manage Groups and the select a new contact.

If there is a better way I would love to know about it.

xavier · August 28, 2013, 04:08:42 am

Check out civi campaign. it sounds it's what you need and has been used for phone campaigns

pojunis · August 28, 2013, 06:06:08 am

Hi Xavier I will check it out. We have it installed, but not configured.

pojunis · August 28, 2013, 06:19:38 am

Xavier,

I am reviewing CiviCampaigns. Do you have any literature on this? I am trying to figure out how to configure a campaign and it is not too self explanatory. Any help would be very much appreciated.

xavier · August 28, 2013, 07:59:19 am

http://book.civicrm.org/user/current/survey/what-is-civisurvey/ this chapter should help you. Seem to remember josue from PTP did really nice videos, but can't find them

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Author Topic: Assign contacts to User (Read 791 times)

pojunis

Assign contacts to User

xavier

Re: Assign contacts to User

pojunis

Re: Assign contacts to User

pojunis

Re: Assign contacts to User

xavier

Re: Assign contacts to User