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crmscript_calls
Phone calls

Phone calls

A call is a follow-up representing a very specific action - the phone call.

It is also kinda a hybrid between an appointment and a task:

  • when you initially plan a call, it lives in the todo list with a deadline much like a task
  • when you make the call, it gets fixed in time and now resembles an appointment
    • the start time becomes the current time and today's date
    • default duration is 15 minutes

Register an incoming call

The activity type for phone calls is 5. By default, the direction is incoming.

This example code will register an incoming call with a description, starting now, and lasting 10 minutes.

DateTime start;
DateTime end;
end.addMin(10);

NSAppointmentAgent appointmentAgent;
NSAppointmentEntity incomingCall = appointmentAgent.CreateDefaultAppointmentEntityByTypeAndAssociate(5, 1);

incomingCall.SetActiveDate(start);
incomingCall.SetStartDate(start);
incomingCall.SetEndDate(end);
incomingCall.SetDescription("My favorite customer calling re migration.");

incomingCall = appointmentAgent.SaveAppointmentEntity(incomingCall);

Plan an outgoing call

The type is 5 for outgoing calls as well. However, to control the direction, you need to use the Task MDO list table.

List available task types:

SearchEngine se;
se.addFields("Task", "Task_id,name");
printLine(se.executeTextTable());

Add call to the todo list:

DateTime deadline;
deadline.addDay(2);

NSAppointmentAgent appointmentAgent;
NSAppointmentEntity newCall = appointmentAgent.CreateDefaultAppointmentEntityByTypeAndAssociate(5, 1);

newCall.SetDescription("Call to book rental car");
newCall.SetAssignmentStatus(11);
newCall.SetEndDate(deadline);

NSTaskListItem task;
task.SetTaskListItemId(3);
newCall.SetTask(task);

newCall = appointmentAgent.SaveAppointmentEntity(newCall);

Update when you do make the call

Parameters:

  • appointment_id
  • start time
  • end time
  • status
  • type
  • owner (associate_id)
DateTime start;
DateTime end;
NSAppointmentAgent appointmentAgent;
appointmentAgent.UpdateAppointment(88, start, end.addMin(20), 0, 0, 5);