The AgentPipeline table does have all of the reference date data needed. I can add the Occasion type field if needed. I only created the Ocassion table because I miss understood what you were asking. I only use one big table(AgentPipeline). It has all agent and client data in it.
I apologize...
I've searched for VBE help at the Calyx Support website and the help menu in point. I did not find any references. Where should I be looking.
Thanks....Russ
The second table is the table you recomended me to create. It is the Occasion table.
Table: Occasion
Fields:
ocDate
ocSentDate
ocOccasion
Thanks a million......Russ
Is it possible to reference a weekday counter from a date field. I would like to create a counter that every friday the numeric data in one field moves to another field while clearing itself to 0. The exchange counter should start on Thurs of the following week to Friday of the next week.
Is...
Hi These are the tables and fields.
Table: Agent Pipeline
Fields:
ID = Keyid(autonumber)
SR = Agent Name
FirstName = Client data
LastName = Client data
StreetName = Client data
City = Client Data
State = Client data
Zip = Client Data
CreditPullDate = Date reference...
I followed the query and table setup instructions. I linked the two tables. I had to create the occasion table with the sugested field. The dataview is coming up blank, I must be missing a valuable piece of information. I know how to link tables, but need clarity in how they function after being...
Great!
Is there a way of automating the word document generation from the results of the query or does that part of the process need to be manual.
Thank You very much !
Thanks for the quick response!
I have a simple customer database table listing address contact information. The forms have textbox fields with dated content. I need to reference the dated field and produce a letter (birthday, holiday, anniversary etc.) that can be mailed to the client...
Hi,
Does anyone know how I can sort an unlinked text box within a form that has a date calculation in it that gets its calculation data from a text box linked to a query or table.
ex.
boxa is blank with a date + count calculation that feeds a report.
Box B is manual entry textbox for the count.
Were not very savvy at using ip office and this was a quick solution. We tried using the recording option and found that we could not figure out that we could not group all recording together. each recording was resident on each users phone. so this was a quick fix.
I'm open to other ideas...
For compliance reasons we are using a forwarding ext to record message wav files that are emailed to a backup server. When we diconnect from the forwarded extension the recording does not stop. Any idea on how to stop this recording and still continue the conversation?
Thanks....Russ
How do you setup the feature keys on the 4406D+ phone? When I hit the # key as instructed in help guide, I get a message stating "Incompatible".
Thanks...Russ_ez
I am not familiar with agent mode. How do I access this mode.I am IP Office Novice. I need as much help and patience as you have to offer.
Thank You Very Much.....Russ
Hi everyone,
Is it possible to start and stop email recordings. To meet compliance challenges when a client calls requesting particular info we conference into another extension that is set to record via email immediately. The process works great, but we cannot interrupt the recording at the...
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