This blog article outlines how the PowerDialer sorts phone calls. First, the PowerDialer prioritizes calls where the user is the owner, then by priority of the call (high, normal, low).
After, it is possible to sort calls by a text field, number field or date field.
In case, the PowerDialer should take ascending order by a text subject field, then the user must set a server-side setting key “PTMPriorityString” with the value “subject”.
In case, the PowerDialer should take the ascending order by a number index field, then the user must set a server-side setting key “PTMPriorityInt” with the value “index”.
In case, that the PowerDialer should take the ascending order by a date-time actual start field, then the user must set a server-side setting key “PTMPriorityDateTime” with the value “actualstart”.
As a value of the key setting, the attribute name should be used.
Only one setting key for setting the order can be set.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.