Configuration Manager—Calling Lists

Overview

Calling Lists are database tables with records that store a collection of phone numbers and other customer and business-related data. Calling Lists are created in Genesys Administrator Extension, and inherit their structure from the assigned format. See "Format Object" in the Outbound Contact Deployment Guide. See additional information about Calling Lists in the Outbound Contact Reference Manual.

A Calling List must contain Genesys mandatory fields, such as contact_info and contact_info_type, and can also contain user-defined, custom fields. The campaign name, for example, is stored in a user-defined field, which is specified by the campaign_name_field option. A user-defined field may also serve as a customer identifier for Do Not Call requests, as an alternative to the DNC restriction on a customer's phone number.

An unlimited number of Calling Lists can be added to one Campaign, and a Calling List can be added to or deleted from a running Dialing Session for a Campaign. A Campaign can be assigned to multiple Campaign Groups.

Display Options

The Calling Lists list shows the Calling Lists that are in your environment. It is sorted in a hierarchy by tenants, configuration units, sites, and folders. To view objects by a particular hierarchy, select the hierarchy type in the drop-down menu above the list.

Note: Calling Lists that are disabled will appear grayed out in the list.

Configuration Manager respects tenancy permission settings. You can access only those objects that you have been granted permissions and privileges to access.

You can filter the contents of this list in two ways:

You can sort the items in the list by clicking a column head. Clicking a column head a second time reverses the sort order. You can add or remove columns by clicking the Select Columns button.

Click the Group By button to group objects by various criteria.

To select or de-select multiple objects at once, click the Select button.

Actions

To create a new Calling List object, click the New button. To view or edit details of an existing object, click on the name of the object, or click the check box beside an object and click the Edit button.

To delete one or more objects, click the check box beside the object(s) in the list and click the Delete button. You can also delete individual objects by clicking on the object and then clicking the Delete button.

Otherwise, click the More button to perform the following tasks:

Click on the name of a Calling List to view additional information about the object. You can also set options and permissions, and view dependencies.