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LShadrin
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Quote LShadrin Replybullet Posted: 21 Jul 2010 at 10:41am
I tried that before and it didn't work. I tried it now and it works.
 
Thanks again!!!!!
Luka
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LShadrin
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Quote LShadrin Replybullet Posted: 23 Jul 2010 at 12:32pm
I just tested the count fields and noticed they are not calculating again. Do you have time to help me out?
Luka
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DBlank
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Quote DBlank Replybullet Posted: 23 Jul 2010 at 12:45pm
what is it doing?
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LShadrin
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Quote LShadrin Replybullet Posted: 23 Jul 2010 at 12:49pm
I figured out that if there is nothing in the field "Lead Status" it does not calculate the "Contact Made" or "Contact Attempted" part.
Luka
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DBlank
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Quote DBlank Replybullet Posted: 23 Jul 2010 at 1:35pm
Did you do the step in red?
 
name=LeftMessageCount
Field to summarize=probably sequence number
Type of summary= DistinctCount
Evaluate=Use a formula
 A_Lead_Status.Lead Status="Contact Attempted (Left Message or Email)"
Change the option in the formula editor to 'Use Default values for Nulls"
Reset = Group Level 1
Place in Group footer 1 next to the "Contact Attempted (Left Message or Email)" text field.
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LShadrin
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Quote LShadrin Replybullet Posted: 23 Jul 2010 at 1:38pm
Yes. I just doubled checked and default is set for each Count that was created.
Luka
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DBlank
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Quote DBlank Replybullet Posted: 23 Jul 2010 at 2:23pm
rereading the posts I thought all the status types were held in the Lead_status field...
Where (what field in the AMGR table?) are the contact made or contact attempted stored?
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LShadrin
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Quote LShadrin Replybullet Posted: 23 Jul 2010 at 2:25pm
In the Action Taken field.
Luka
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DBlank
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Quote DBlank Replybullet Posted: 23 Jul 2010 at 2:49pm
Change your RT formulas to use that condition...
table.ActionTakenField=???
 
add what constitutes contact made for one and contact attmepted for the other
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LShadrin
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Quote LShadrin Replybullet Posted: 23 Jul 2010 at 2:53pm
It currently does.
{A_Action_Taken.A_Action_Taken} = "Contact Made (Phone or Face-to-Face)"
 
I think to make sure this works, I was going to make this field a Mandatory field that way it won't be skipped by the users and it will work that way.
Luka
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