Do Not Call

National legislation (TPS - Telephone Preference Service) or internal rules may implement a list of phone numbers that should never be called (barred numbers). The Do Not Call process allows you to set these numbers.

To access the Do Not Call manager, select the following menu options:

The Do Not Call list editor will now appear on an editing tab.

The left-hand side of the screen is a list of all the currently defined Do Not Call lists and the right-hand side of the screen contains the editing panel.

Actions

The following actions are available through the toolbar on the top of the right panel:

Icon Description
Adds a new List by typing a Description and providing the parameters in Numbers and Projects tabs.
Changes the parameters of a selected list.
Removes the selected list from the system (with confirmation).
Commits your changes to the system.
Exports the barred numbers list to a text file in the local filesystem.

Performs a comparison between a project and a barred numbers list.

Select the project in the pop-up window and click the icon to start the comparison.

  • The [pContacts] table is updated to mark the records as barred (Con_Barred = 1) if at least one number was matched
  • If the project is set to update the Calls List record, then the [pCallBacks] table will be updated to mark the records as Complete (CallBac_Type = 3)
  • Finally, if the project is set to update the Call Outcome, then the following [pContacts] fields will be udated: Con_RecordStatus, Con_CallOutcome, Con_CallOutcomeSub, Con_CallDate, Con_CallTime

Upon finishing a result message is displayed.

Parameters

The parameters of each Do Not Call list are grouped in the following tabs on the right-bottom panel of the screen:

This tab contains the list of telephone numbers currently allocated to the list.

You can perform the following actions:

Icon Description

Allows you to type numbers (one per line) in a pop-up window. Then click the icon.
Removes the selected number from the list after confirming the action.

In order to compare imported records with Do Not Call lists, the Do Not Call lists need to be allocated to individual projects via this tab.

You can perform the following actions:

Icon Description
Updates the list of projects.

Allows you to add one or more projects in a pop-up window. Click the icon to add them to the tab's list.

Allows you to customize the comparison and exclude process. Click the icon when done.

Three (3) tabs are available:

Define the datafields that contain a telephone number to match against (default is pContacts.Con_Phone1 only).

Define the existing calls lists that should be cleared of barred numbers:

  • None (default)
  • All: All projects are included
  • Select: Select the projects to be included

You can also customise the filter to be used during the process by clicking the ellipsis button on the bottom (default is only New records).

Decide if the matching records will be updated with the SYS_DNC call outcome (Yes or No-default).

You can also customise the filter to be used during the process by clicking the ellipsis button on the bottom (default is only New records).

Removes the selected project(s) from the comparison list after confirming the action.

This tab shows the previous results of the compare and exclude process, including the date, the user and the number of matched records.