Defining General Conditions

To define a general condition:

1. Open the CRM.phone Condition dialog box. For further details, see Defining Conditions.

   

2. You can determine the following settings in the General tab:
   • Call status: Each event is associated with a status, e.g. "Ringing". The entries in this list are fixed. Note that not all options may be supported by your telephone system.
   • CRM.phone task: Select the task that is associated with the condition. All the tasks you have configured are available, see Configuring Tasks. A condition can only be associated with a single task. However the task can be assigned to several conditions.
3. Enter the relevant data under Telephone number filter:
   • Number list: You can enter telephone numbers or portions of telephone numbers separated by a comma.
   • Included: The condition is met if the number is included in the list.
   • Not Included: The condition is met if the number does not match a number in the list.
   • Partial match: The condition is met if part of the number is included in the list of numbers. For example, if you enter "0044" in the list and enable Partial match, the condition applies to all UK numbers.
   • No internal calls: The condition only applies to external calls.
4. Your condition can also include date and time filters. Determine these settings under Date filter and Time filter. Enable the Active check box to use these settings.
   • Date: If the condition should only be applied over a specific time period, enter the period's start and end date here.
   • Time: If the condition should only be applied over a specific time period, enter the period's start and end time here.