08-02-2012 01:32 PM
Our phone system lets us download a list of numbers called by each sales rep. The format is either a spreadsheet or .csv file. The format is shown below:
Employee Direction Date Time Duration Number
Ben Outgoing Jun 15 2012 1:13PM 00:00:16 1202471111
Outgoing Jun 15 2012 1:55PM 00:00:17 1202472222
Incoming Jun 15 2012 2:56PM 00:04:18 1202472222
Outgoing Jun 15 2012 3:16PM 00:05:28 1202473333
Outgoing Jun 15 2012 3:27PM 00:15:08 1202474444
Incoming Jun 15 2012 3:56PM 00:14:48 1202472222
Outgoing Jun 15 2012 4:27PM 00:00:20 1202475555
I would like a program that reads this file and updates ACT contact fields in an intelligent manner. As a summary, we want to create a history records for each call and update one (or more) custom fields on the contact record.
The custom fields to be updated in our database are Call #1/Call result #1, Call #2/Call Result #2, and Call #3/Call Results #3 contact fields. The program would be run in batch mode every night on the ACT server: Basically, these fields exist on the contact screen and contain the last 3 calls incoming/outgoing to the prospect for easy sales rep reference. They are a summary of the history record data and allow us to easily search/filter data.
Please contact me if you have the proven skills to take something like this on. Thanks!
08-02-2012 06:14 PM
For advanced import scripting you need to contact Alan at http://www.oakmerge.com/.
He has developed a robust import engine for ACT! by Sage which may handle your conditions.
-- Jim Durkin