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

    • Related Articles

    • Source

      Module: Source Path: Campaigns > Advertising > Source Topic: Adding & Editing Sources Version(s): Version 5.1 and up Editions: All Editions What Are Sources? Sources organize reporting for orders in your system. Making The Connection Where Will I See ...

    • Calls By DNIS Report Definitions

      Module: Calls by DNIS Report Topic: Report Definitions Version(s): Version 5.1 and up  Editions: Standard, Commerce, Call Center You can use the Calls By DNIS Report to view statistics for a Campaign grouped by DNIS.  The report shows the total ...

    • PBX Daily Calls Report Definitions

      This report is based on call collector data (not a call that is created when an agent enters the new order screen) where the DNIS is not null. PBX Daily Calls Report Column Definitions Date The date of the call(s) Time The time of the call(s) ...

    • Admin - Orders - Cancel Confirm

      Module: Customer Portal Path: Admin > Orders > Cancel Confirm Topic: Orders - Cancel Confirm OLX Version(s):  5.1 OLX Editions: Commerce, Call Center Cancellations can be requested within the Order Details.  Welcome > Recent Orders > View Detail > ...

    • Orders

      Module: Customer Portal Path: Orders Topic:  Orders OLX Version(s):  5.1 OLX Editions: Commerce, Call Center The Orders tab allows the customer to see their orders from one place. Current, active orders will be readily visible and other orders can be ...