Edit1 - Introduction
In normal operation, InphoniteVoice runs automatically — from the point of importing appointments and contacts to the point of launching a call session, InphoniteVoice does not require intervention.
However, there may be times when you need to send calls to specific individuals in a non-automated fashion. Examples of situations calling for this type of action could be emergency notifications to a small number of people, notifications that your office has moved, or other similar "blasts" providing important information not necessarily related to an appointment.
This article explains how to use the 'Enqueue Now' feature to select specific contacts for calling.
Edit2 - More Information
The first thing to do is select the contact(s) to be called. There are a few ways to do this, based upon your needs.
Selecting the Desired Contacts
If the number of individuals to be called is a small number, you may click the
Contacts node on the tree and browse to the desired contacts or use the search field to locate them. Once you have found them, highlight the contact and click the 'Enqueue Now' button on the toolbar.
If you need to call a large number of individuals, you have two options. You may click the 'Delete All' button in the Contacts area to remove all contacts, and then import the people to receive the notification from within the InphoniteVoice client, using the 'Import/Export' node on the tree on the left. You may then select 'Enqueue Now'.
If, however, you do not wish to remove all contacts, you may 'filter' the contacts based upon custom Contact or Appointment fields. For example, if you are importing the provider's name or code to the
Contact Custom Field 1 field, you may filter contacts for a certain provider.
To filter your contacts, you would type a string in the Search Query field that uses the following syntax:
Section.Field=ValueExamples of this could be:
Contact.CustomField1=123
Appointment.CustomField1=DrJonesOnce the view displays only the contacts to receive a call, or once the contacts are highlighted, you can click 'Enqueue Now' to proceed with sending the calls.
NOTE: You can only filter in this fashion based upon custom fields — either appointment or contact. The name fields may be filtered by simply typing the value to filter on in the Search Query field. All records will then be filtered on that criteria.
Sending the Calls
Once you have located the contacts and enqueued them, a window will appear, asking you a few questions. The window will look like this:
First, click the elipses button on the right of the 'Outbound Rule' field, and select the rule to use. The rule defines which messages to send based upon the results of the attempt. However,
any filters set on the rule itself will be ignored when enqueuing calls in this manner, while start and stop times specified will be obeyed.
Set the 'Enqueue to' field to determine which of the contacts to enqueue. If you are using filtering (i.e. Current View), or if all contacts should receive the call, you may specify that here.
The 'Use Appointment' field would not be used unless there is an appointment for the contact(s) you are enqueuing. You may select which appointment to provide information for during the call.
Once the options are selected, click 'Enqueue' to send the calls.
Edit3 - Applies To
InphoniteVoice 2010
Edit4 - Support
If you are unable to find answers to your question, our Technical Support Department offers per-incident support and annual maintenance contracts.
- OPEN A SUPPORT CASE -All requests received between 9:00am and 6:00pm Eastern (6:00am and 3:00pm Pacific), Monday through Friday, will be responded to that same day. Our Technical Support team responds to requests in the order received. Requests from customers with Premium Support will be placed at the head of the queue and attended to by the next available Support Technician.
PLEASE NOTE: Before contacting our Technical Support Team, please review our article "Before You Contact Support".For more tips and useful information, be sure to checkout the InphoniteBlog at blog.inphonite.comTopKeywords: calling, special calls sessions, messages, voice, blasts, emergency notifications