Where is the record of moved leads (Call Transfer)

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Where is the record of moved leads (Call Transfer)

Postby atkins513 » Thu Dec 28, 2023 11:55 am

Quick question with a simple answer I am sure.
When I moved callbacks from a rep to another rep or to myself using callbacks transfer (Callbacks Transferral Page). They are now mixed with all other all the other callbacks of that rep.
If i wanted to undo that move, or to move all those leads back to the previous rep, or have a list of those moved leads. I don't know how to do that. Where do I find the list of leads that was moved during that callbacks transfer move?

Thank you,
Gary



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Re: Where is the record of moved leads (Call Transfer)

Postby carpenox » Fri Dec 29, 2023 4:45 am

I don't think there is any place that info is stored, it's simply a MySQL query that is executed.
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Re: Where is the record of moved leads (Call Transfer)

Postby atkins513 » Fri Dec 29, 2023 8:11 am

I would be surprised there isn't a log somewhere of each lead that was transferred...
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Re: Where is the record of moved leads (Call Transfer)

Postby atkins513 » Fri Dec 29, 2023 11:43 am

Hey Matt, @mflorell.
Any input on this?
Thanks, appreciate you.
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Re: Where is the record of moved leads (Call Transfer)

Postby mflorell » Fri Dec 29, 2023 6:06 pm

There is currently no record of every callback entry moved through that utility, it's a single SQL statement that is executed, and it only logs the number of callbacks modified, not which specific callbacks were modified. I'm sure that could be added, but it would require more complex programming and additional development time.
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Re: Where is the record of moved leads (Call Transfer)

Postby atkins513 » Sat Dec 30, 2023 10:45 am

mflorell wrote:There is currently no record of every callback entry moved through that utility, it's a single SQL statement that is executed, and it only logs the number of callbacks modified, not which specific callbacks were modified. I'm sure that could be added, but it would require more complex programming and additional development time.


Thank you so much. I am surprised that under the user's name, under changes to this record that this one wouldn't have naturally been there. Regardless, thank you for letting me know. In the future I will just copy or download a record of all the call backs. Is there an easy way to download a users callbacks to an excel?

thx
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Re: Where is the record of moved leads (Call Transfer)

Postby mflorell » Tue Jan 02, 2024 8:49 am

Since it's the callback record that has been modified, and not the lead itself, it's not included there. The client we originally wrote this utility for years ago didn't have a requirement for this to individually log each callback record modification, which is why we didn't go to the extra work of doing that.
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Re: Where is the record of moved leads (Call Transfer)

Postby williamconley » Tue Nov 05, 2024 10:58 am

atkins513 wrote:
mflorell wrote:There is currently no record of every callback entry moved through that utility, it's a single SQL statement that is executed, and it only logs the number of callbacks modified, not which specific callbacks were modified. I'm sure that could be added, but it would require more complex programming and additional development time.


Thank you so much. I am surprised that under the user's name, under changes to this record that this one wouldn't have naturally been there. Regardless, thank you for letting me know. In the future I will just copy or download a record of all the call backs. Is there an easy way to download a users callbacks to an excel?

thx

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