{"id":9918,"date":"2015-03-30T08:31:05","date_gmt":"2015-03-30T08:31:05","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9918"},"modified":"2015-03-30T08:31:05","modified_gmt":"2015-03-30T08:31:05","slug":"call-the-person-of-users-choice-in-outbound-call-list-of-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/03\/30\/call-the-person-of-users-choice-in-outbound-call-list-of-sage-crm\/","title":{"rendered":"Call the Person of User\u2019s Choice in Outbound Call List of Sage CRM"},"content":{"rendered":"<p>In our previous blog post, we have explained customizing of Outbound Call List. Refer below link for more details. <a title=\"Customizing Outbound Call Lists\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/14\/customizing-outbound-call-lists\/\" target=\"_blank\">https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/14\/customizing-outbound-call-lists\/<br \/>\n<\/a>In this blog post, we will explain customizing of Person List that appears when user clicks on \u2018Get a Call\u2019 button.<br \/>\n<span style=\"color: rgb(153, 51, 0);\"><strong><em>New Stuff<\/em><\/strong>:<\/span> \u00a0<strong><a title=\"Adding Documents Tab to Leads in Sage CRM 2014 R2\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/03\/23\/adding-documents-tab-to-leads-in-sage-crm-2014-r2\/\" target=\"_blank\">Adding Documents Tab to Leads in Sage CRM 2014 R2<br \/>\n<\/a><\/strong>Get a Call button on the Outbound Call List of My CRM allows user random calling option to group of people who are selected into the Campaign <strong>Wave Activity<\/strong>. Random calling behavior of Get a Call button functionality can be customized to call a person of choice.<br \/>\nWe have customized the Wave Activity Summary screen with Person List button on the screen as shown below.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/03\/Outbound1.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-9919\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/03\/Outbound1.jpg\" alt=\"Outbound1\" width=\"606\" height=\"200\" \/><\/a><br \/>\nSelecting Person List button will open a Pop up screen and will allow the user to search for a particular person from the Person Group attached to the Campaign Wave Activity. User can select the Checkboxes added into the Grid as shown below.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/03\/Outbound2.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-9920\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/03\/Outbound2.jpg\" alt=\"Outbound2\" width=\"613\" height=\"387\" \/><\/a><br \/>\nOn selecting a person from a list and clicking on custom Get a Call button, a call to the selected person will get initiated. User can also use other Standard buttons that are on the Wave Activity Summary screen.<br \/>\nUsing our customized add-on, Order of Calls on Outbound Call List can be maintained.<br \/>\n<strong><em><span style=\"color: rgb(153, 51, 0);\">Also Read:<\/span><br \/>\n<\/em><\/strong>1)\u00a0<a title=\"Show Campaign\/Wave Activity in Communication screen\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/07\/show-campaignwave-activity-in-communication-screen\/\" target=\"_blank\">Show Campaign\/Wave Activity in Communication screen<br \/>\n<\/a>2)\u00a0<a title=\"Open Sage CRM Tabs in New Window\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/10\/open-sage-crm-tabs-in-new-window\/\" target=\"_blank\">Open Sage CRM Tabs in New Window<br \/>\n<\/a>3)\u00a0<a title=\"Access violation error on Calendar screen\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/11\/access-violation-error-on-calendar-screen\/\" target=\"_blank\">Access violation error on Calendar screen<br \/>\n<\/a>4)\u00a0<a title=\"Increase number of records in Search Select Advanced field\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/05\/increase-number-of-records-in-search-select-advanced-field\/\" target=\"_blank\">Increase number of records in Search Select Advanced field<br \/>\n<\/a>5)\u00a0<a title=\"Change the way Sub-Menus pop out in SageCRM\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/09\/21\/change-the-way-sub-menus-pop-out-in-sagecrm\/\" target=\"_blank\">Change the way Sub-Menus pop out in SageCRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In our previous blog post, we have explained customizing of Outbound Call List. Refer below link for more details. https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/14\/customizing-outbound-call-lists\/ In this blog post, we will explain customizing of Person List that appears when user clicks on \u2018Get a Call\u2019 button. New Stuff: \u00a0Adding Documents Tab to Leads in Sage CRM 2014 R2 Get a\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/03\/30\/call-the-person-of-users-choice-in-outbound-call-list-of-sage-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[51,57,83,271,272,332,428],"tags":[645,673,1719,1733,2524,2570],"class_list":["post-9918","post","type-post","status-publish","format-standard","hentry","category-campaign","category-choice","category-crm72","category-order","category-orders","category-sage-crm","category-wave-activity","tag-campaign","tag-choice","tag-order","tag-outbound-call","tag-user","tag-wave-activity"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Call the Person of User\u2019s Choice in Outbound Call List of Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/03\/30\/call-the-person-of-users-choice-in-outbound-call-list-of-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Call the Person of User\u2019s Choice in Outbound Call List of Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our previous blog post, we have explained customizing of Outbound Call List. Refer below link for more details. https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/10\/14\/customizing-outbound-call-lists\/ In this blog post, we will explain customizing of Person List that appears when user clicks on \u2018Get a Call\u2019 button. 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