In the system management interface, Call center outbound management- Compaign customers:
Open “Add filter”.
Filter name: name this filter.
Property: enable the filter or not.
Dialer phone field: is the firstly identified number by the system. When there are two or more telephone numbers in the customer information, you can choose which one to be pre-dialed firstly.
Process schedual: when you would like the filter to start to work. There are five dropdown menu. When all the five are “*”, it means this filter is working all the time. And the same telephone numbers will not be imported into the dialer list again if it's already in it. Select the time you want the filter to start at.
If you want the filter to work at the 0th minute every hour every day, set it like this:
If you want the filter to perform at 9:15 on the first day of each month, set it like this:
If you want the filter to perform at the 15th minute of each hour on every Monday of March, set it like this:
Now, set the filter conditions
In the “add filter conditions”, choose the field name you need to set and the condition which including Match, Less than, Equal, Greater than, Unequal. Enter the condition in the box. The choice box has all the logical relation.
For example, if you want to add all the customers aged above 25 and surnamed Wang, choose “age” “greater than”, and enter “25”, then choose “or”, and choose the “individual name” field name, “Match” as a condition, finally enter “Wang” in the box.
Click “Add” to set a condition. If you still want to set more conditions, you should allow the system to recycle the data into the dialer list, then you can go on with the setting and adding of the conditions. The added conditions will appear in the chosen pre-dial filter conditions. After saving, you can preview the data in the form at the bottom of the interface.
Now we have finished configuring the filter. You can log in the agent interface to see the dialer list.
Open any recycle list
We can put the number matching the filter conditions into the dialer list. If the recycled customer called “大连（Dalian）”, the filter with the field name containing “大连(Dalian)” will perform immediately. Then we go back to check the dialer list:
The customer numbers which match the conditions now appear in the dialer list, and the system will dial in sequence.