Populating CallType

Populating the Call Type in ActiveH CRM

Locating the Call Type ID in ActiveH

The Call Type field in ActiveH CRM can be updated upon submission of a script.

Before updating Keyfax, we must know the Call Type ID within ActiveH.

Select "Codes Maintenance" from the "Tools" menu.

Search on the text "Call Type".

Double click on "Call Type / Category" and search for the Call Type you wish to return.

Double click the Call Type and note down the ID as highlighted (301 - in this example).

Note: ID's may be different across different ActiveH environments.

CallType - Company Data Databox

Within the entity, Databoxes; check wither a Databox has already been created listing the details for the CallTypes. If this does not exist; create a Company Data Databox with the following details:

Group: This can be named as per your Databox grouping structure. We have named the Group MIS in this example.
Name: We have named this CallTypeID to indentify the purpose of this Databox when used in the script.
Values: Enter the Name and Value of the Call Type (obtained from Codes Maintenance in ActiveH) that you wish to add.

TIP To add another line to the Databox click the + button on the right. Multuple CallType codes can be added to the same Databox so this will only need creating once.

CallType - Export Databox

Within Entity Databoxes; check whether a Databox has already been created for the CallType. If this does not exist; create a Databox with the following details:

Group: This can be named as per your Databox grouping structure. We have named the Group MIS in this example.
Type: General.
Name: We have named this CallType to identify the purpose of this Databox when used in the script.
Description: This can be used to give a description of the Databox, can be left blank.
XPath: Fault/CallType/text()

NOTE The XPath is case sensitive. Please also ensure that there are not two Databoxes with the same Xpath as this will cause Keyfax to error upon submission.