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ACT Pro 2012 Consultant Needed - Integrate phone system data

New Member
Posts: 8
Country: USA

ACT Pro 2012 Consultant Needed - Integrate phone system data

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.

  1. Read the file and select data from the last 24 hours.
  2. Read a record.
  3. Look up the phone number in ACT.
  4. If the number does NOT exist – do nothing.
  5. If the number does exist, create a history record where Type = Call; the Date & Time & Duration (Min), & Record Manager from the call file.
    1. Result = “Call Attempted” if the call is “Outgoing” and the call time is less than 30 seconds;
    2. Result = “Call Completed” if the call is “Outgoing” and the call time is greater than 30 seconds;
    3. Result = “Call Received” if the call is “Incoming” and the call time is greater than 30 seconds;
    4. Regarding = Call #1, Call #2, or Call #3 (see #7 below)
    5. If the number does exist, update the Call # field with the Date & Result (like you did in our previous engagement). We can discuss later if you don’t remember.
    6. After a history record is generated, the program should use this logic:
      1. If Call #1 is empty, update the Call #1 and Call Result #1 field on the contact page. Else
      2. If Call #1 contains data, and Call #2 is empty, update the Call #2 and Call Result #2 field on the contact page. Else
      3. If Call #2 contains data, and Call #3 is empty, update the Call #3 and Call Result #3 field on the contact page. Else
      4. If Call #3 contains data, replace (over-write) Call #1/Call Result #1 data with Call #2/Call Result #2 data; Replace (over-write) Call #2/Call result #2 data with Call #3/Call results #3 data; update Call #3/Call results #3 with new data.
      5. This way, we always have a record of the last 3 calls/call results on the contact record.

Please contact me if you have the proven skills to take something like this on. Thanks!

 

Steven Conrad

SteveC@mediapro.com

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: ACT Pro 2012 Consultant Needed - Integrate phone system data

New Member
Posts: 8
Country: USA

Re: ACT Pro 2012 Consultant Needed - Integrate phone system data

I don't see that this product can do complex conditional logic as stated to update teh contact fields as we need.   

Silver Super Contributor
Posts: 2,328
Country: USA

Re: ACT Pro 2012 Consultant Needed - Integrate phone system data

Steven,

 

I can write an app that will do it for you.   You can get my contact information from my signature.


Stan


If you would like to get more out of ACT! you can find an ACT! Certified Consultant near you by going to:www.act.com/acc.
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Stan Smith
ACT! Certified Consultant
ADS Programming Services, Inc.
(205) 222-1661
www.adsprogramming.com
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Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: ACT Pro 2012 Consultant Needed - Integrate phone system data

Pretty sure it can ... the only tricky part is moving the data in the fields in 6.4

That might need a little thought or a small app to add that function