How do I enable Dial Lists for custom objects?When you create a Dial List you must specify the type of object that is included in the list. By default you can create Dial Lists of Contact, Lead, Case, Account, Opportunity and Task types. If you want to create a Dial List for a custom object, you must perform the following tasks: - Allow activities for the custom object
- Add the custom object type to the Dial List type picklist. As a result, when you create a Dial List the custom object type is available to select.
- Add a new entry or entries in phone number field picklists. Your custom object might have a new phone number field that Connect must use when calling the customer.
- Configure the new Dial List type to use the new phone number field, and any existing phone number fields.
For this example, we have a custom object with the following settings: - Object name: Customer
- Object API name: Customer__c
- Phone field 1: Land Line
- Phone field 1 API name: Land_Line__c
- Phone field 2: Mobile
- Phone field 2 API name: Mobile__c
We want the option to specify both Mobile and Land Line as primary or secondary phones. |