Process editing in Power Dialer

Choose the script that you are going to change and click [Edit] (Fig. 2)Fig. 2. Choosing the script to change

You will see the General information: (Fig. 3)Fig. 3. General information sectionGeneral information is the information from Creatio that you can see in the contact card (Fig. 4)Fig. 4. General information in the contact cardAdd some additional information to the general information:Add items to a tab.Drag and drop the [Text] icon to the [General info] field (Fig. 5)Fig. 5. Dragging and dropping the [Text] icon to the [General info] fieldClick [Label] (Fig. 6)Fig. 6. Clicking [Label]Drag and drop one of the report items into the label field and then click [Save] (Fig. 7)Fig. 7.  Dragging and dropping one of the report items into the label fieldClick [Text to display] (Fig. 8)Fig. 8. Clicking [Text to display]Drag and drop the same report item into the text field as in the previous step (Fig. 9)Fig. 9. Dragging and dropping the report item into the text fieldThe result will look like this (Fig. 10):Fig. 10. The result of dragging and dropping the report item into the text fieldBut this basically means that this information will be propagated to the general info if it is available. Click [Save]. Click [X] to delete this information (Fig. 11):Fig. 11. Deleting the informationClick [Add New] to add a new report item (Fig. 12.).The new item you are going to add must already exist in Creatio.Fig. 12. Adding new report itemEnter a new item and click [Save] (Fig. 13).Fig. 13. Adding new item and saving itAdd a new tab.Click [+] to add a new tab (Fig. 14).Fig. 14. Adding a new tabTo rename the tab, double click it and enter the name (Fig. 15)Fig. 15. Renaming the tabClick anywhere on the screen to save it (Fig. 16)Fig. 16.  Saving the tabClick [x] to delete the tab (Fig. 17).Fig. 17. Deleting the tab

Change the call script.

1. Click the [Call script] (Fig. 18).Fig. 18. Opening the Call script sectionYou will see the current call script, which consists of several steps (Fig. 19):Fig. 19. The current call scriptClick on the step to see it and edit, then click [Cancel] (Fig. 20):Fig. 20. Editing a call script

2. Add text to the step 

   1. Drag and drop the [Text] control to the block (Fig. 21)Fig. 21. Dragging and dropping the [Text] control to the block

   2. To enter text, click [Text to display] and enter text in the [Text] field (Fig. 22).Fig. 22. Entering the text in the [Text] field

   3. Click [Save] (Fig. 23)Fig. 23. Saving the text in the [Text] field

   4. You can add more text to this field.Click the [+] button to do this (Fig. 24):Fig. 24. Adding more text to the fieldTo enter text, click [Text to display] and enter text in the [Text] field, click [Save].Click the [-] button to delete it (Fig. 25):Fig. 25. Deleting the text

   5. Drag (Fig. 26) and drop the box (Fig 27) to move it to a certain position in this step.Fig. 26. Moving the box to a certain positionFig. 27. Dragging and dropping the box to a certain position

   6. Click the [X] button to delete this box (Fig. 28):Fig. 28. Deleting the box

3. Add a dropdown to a step 

   1. Drag and drop the [Dropdown] control (Fig. 29) to the block.Fig. 29. Dragging and dropping the [Dropdown] control to the block

   2. To enter text, click [Text] and enter text in the [Text] field (Fig. 30)Fig. 30. Entering the text in the [Text] field

   3. Click [Save] (Fig. 31).Fig. 31. Saving the text in the [Text] field

   4. Click the [DropDown] box (Fig. 32) and fill out the fields to customize the dropdown.Fig. 32. Customizing the dropdownClick [Save] (Fig. 33)Fig. 33. Saving the dropdown

   5. Drag (Fig. 34) and drop the box (Fig. 35) to move it to a certain position in this step.Fig. 34. Moving the box to a certain positionFig. 35. Dragging and dropping the box to a certain position

   6. Click the [X] button to delete this box (Fig. 36):Fig. 36. Deleting the box

4. Add [Input] to the step 
   

   1. Drag and drop the [Input] control (Fig. 37) to the block.Fig. 37. Dragging and dropping the [Input] control to the block

   2. To enter text, click [Text] and enter text in the [Text] field (Fig. 38).Fig. 38. Entering the text in the [Text] field

   3. Click [Save] (Fig. 39).Fig. 39. Saving the text in the [Text] field

   4. Click the [Input] box, fill in the fields, and click [Save] to customize the input field (Fig. 40).

      Fig. 40. Customizing the [Input] field
      

   5. Drag (Fig. 41) and drop the box (Fig. 42) to move it to a certain position in this step.Fig. 41. Moving the box to a certain positionFig. 42. Dragging and dropping the box to a certain position

   6. Click the [X] button to delete this box (Fig. 43):Fig. 43. Deleting the box

5. Add [input (large)] to the step 

   1. Drag and drop the [Input (large)] control to the block (Fig. 44).Fig. 44. Dragging and dropping the [Input (large)] control to the block

   2. Click the [Input (large)] box, fill in the fields and click [Save] to customize this field (Fig. 45).Fig. 45. Customizing the [Input (large)] field

   3. Drag (Fig. 46) and drop the box (Fig. 47) to move it to a certain position in this step.Fig. 46. Moving the box to a certain positionFig. 47. Dragging and dropping the box to a certain position

   4. Click the [X] button to delete this box (Fig. 48):Fig. 48. Deleting the box

6. Add button to the step 

   1. Drag and drop the [Button] control (Fig. 49) to the block to add a new button box.Fig. 49. Dragging and dropping the [Button] control to the block

   2. Click the [Button] to customize it (Fig. 50).Fig. 50. Customizing the [Button]Enter the button name and select from the dropdown list a step this button leads to (Fig. 51).The button can lead to the next record, and when you click it, a new record of new contact will be opened according to your list, or it can also lead to the other existing steps.Fig. 51. Entering the name of the button and selecting from the dropdown list a step this button leads to

   3. Click [Save] (Fig. 52)Fig. 52. Saving the text in the [Button]

   4. Drag (Fig. 53) and drop the box (Fig. 54) to move it to a certain position in this step.Fig. 53. Moving the box to a certain positionFig. 54. Dragging and dropping the box to a certain position

   5. Click the [X] button to delete this box (Fig. 55):Fig. 55. Deleting the box

   6. Click the [+] (Fig. 56) to add additional buttons to the existing button box and configure this button as described above.Fig. 56. Adding the additional button to the existing button boxClick the [-] button to delete it (Fig. 57).Fig. 57. Deleting the additional button from the existing button box

7. Add a new step 

   1. Click the [Add step] button to add a new step (Fig. 58).Fig. 58. Adding a new step to the call script

   2. Click on the new step to customize it (Fig. 59). Fig. 59. Customizing the step

   3. Enter the step name.

   4. Enable the check-box (Fig. 60), if you want to complete the activities processing in this step of the script. Fig. 60. Enabling the check-boxSelect the [Result] and the [CRM Result] of this step from the dropdown list.

   5. Click [Save]. 

   6. Click on the step and then click [Delete step] to delete it (Fig. 61). Fig. 61. Deleting a step

Click [Submit], this button saves the structure of the call script (Fig. 62).Fig. 62. Saving the structure of the call script

Click [Publish] to use the call script (Fig. 63).Fig. 63. Publishing the call script