Automatic Partner Confirmation in Call List Management

Hi guys,
There are two possible ways to deal with Call Lists and the confirmation of accounts that are in this Call List. One is that after selecting the account and ending the call, the account will be removed from the call list. The other is, that the account will not be removed, this is done by call list profile NO_AUTO_PARTNER_CONFIRMATION.
We are using profile NO_AUTO_PARTNER_CONFIRMATION now because it can happen that an employee selects an account from the call list without calling at all. The problem is that even those accounts stay in the list that have been completed, Interaction Record for their planned call gets status completed. This way it is impossible to get an overview of the real status of the call list.
We are looking for a solution to remove the account from the call list once the status is complete.
Looking forward to any hints and help
Thanks
Nicole Lange

Hi Nuno,
it seems like this is going into the right direction! I copied the confirmation profile, selected both fields and assigned it to the role.
I also went to Business Transaction Synchronization > Define Call State Mapping Profile and made the following settings:
1. Call State Mapping: Call State "Complete" and User status "E0003"
2. Alternative Statuses: Call State "Complete" and User status "E0007", alternative Status CANC
3. Status Mapping: User Status "Complete" and Status mapping "completed".
Unfortunately, the system behaviour has not changed. So when I set an Interaction Record to complete and end the call (all is being done manually by the way) the call will not be removed from the call list. Also, the percentage of progress does not change.
When I unflag the field "No-auto completion" all calls will be removed from the list once I selected one. No matter if I set the Interaction Record to complete or not.
I found out that in order to synchronise from transaction to call list an action profile is needed. So I used action profile CALL_LIST_SYNCHRONIZATION and added it to the transaction. However, still the same problem.
Any config that I am missing?
Thanks
Nicole
Edited by: Nicole Patrizia Lange on May 15, 2011 1:49 AM

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Automatic Partner Confirmation in Call List Management

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