Source Calls/Orders

Source Calls/Orders

Module: Media
Topic: Source Calls/Orders
Version(s): Version 5.1 and up 
Editions: Call Center


The Source Calls/Orders area is where you can preview calls and orders and select orders to be sourced.   Any orders which can be sourced are generated through a DNIS which is part of a Media Schedule. 

To return to the previous page, click the  Back button. To print the module, click the  Print button.



Source Calls/Orders

  1. Enter the Start Date for the calls/orders you want to review.
  2. Enter the End Date.
  3. Specify whether you want to view only unsourced calls/orders only.
  4. Select a  Campaign from the drop down list.
  5. Select a DNIS from the drop down list.
  6. Select a Type (calls only, calls with orders only, or orders only).
  7. Click to Enable distance based sourcing if desired and then if so, select the Maximum distance in miles.

Click  Preview to look at the selected data.  



The window will display the total number of calls/orders and the number that can be sourced. 

Call/Order information will be displayed in the main window of the module.  The data will include the following information:

  • Date
  • Time
  • DNIS
  • Media Buy Start Date
  • Media Buy Start Time
  • Station
  • Ad Copy
  • Difference (time between the Media Buy Start Date/Time and call/order time)
  • Type (call, order or both)
  • Sourced (whether the Call/Order has been sourced).


To generate a source for calls/orders which can be sourced, click the  Process button.  This will source all orders/calls with media-attached DNIS's listed in the window.  When you click  Preview again, these will show up as being sourced.


Sourcing Calls/Orders
Copyright 2019
Revised 5.7.2019

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