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 Post subject: CRM: How to prepopulate search fields after entering phone #
PostPosted: Fri May 08, 2009 5:04 pm 
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Joined: Fri May 08, 2009 4:44 pm
Posts: 15
When a new incoming call comes in, I would like to allow the user to enter the phone number of the call and have that pre-populate the other search form fields that are linked to that phone number, like "Contact" and "Partner" name.

Thanks for any help.


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 Post subject:
PostPosted: Wed May 27, 2009 9:34 am 
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Joined: Mon Dec 03, 2007 8:22 am
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Location: Belgium
You can write on change on phone no field.

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 Post subject: Things to consider
PostPosted: Tue Mar 09, 2010 3:33 am 
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Joined: Thu Sep 03, 2009 8:57 pm
Posts: 117
Location: Charlotte, NC
Regarding you needs around searching by telephone number consider the following:

The phone number that comes in may be a landline, mobile phone number, or office number so if you have multiple phone numbers captured per res.partner.address you'll need to scan all three. Multiple individuals may be tied to a single phone number - e.g. an office number, so you'll need to have a list appear if there is more than one positive match.

In many cases you will still need to go through a validation routine to ensure the person you're talking to actually is the customer/supplier tied to the phone number.

This is the sequence we went through when we produced Computer Telephony Integration with a Nortel switch many years ago. And you'll also want to accommodate transfers if possible between individual's where the system passes information between two staff members, which will reduce the customer having to revalidate. This is one reason why we always would try to utilize soft transfers - and introduction with a handoff to the second representative, versus blind transfers - where we would throw the customer into a queue for the next representative to pickup - without and introduction.

Validating on Caller ID typically isn't very accurate - which is why many banks validate on other information first - e.g. card number, prior to handing the call to a call center representative, which tends to be more unique, but they will still go through a validation routine first. It can help to save some seconds off a call.

Just a few things to consider on the search on Telephone number.

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