In this document it will be explained how to log Caller ID calls on SambaPOS.

 

 

How It Works;

 

 

1. Adding CID Show As Device on SambaPOS

Main Menu > Manage > Settings > Local Settings > Devices > Here, click on Add button and select the CID Show as device > Click on Settings button and configure the fields as shown in the below image.

Popup Name: CIDPOPUP

Entity Type Name: Customers

Department Name: Restaurant

Entity Screen Name: Delivery Customer Search

Widget Name: CallerID Widget

 

After completing necessary editings, click on Save button.

 

 

 

2. Adding Incoming Calls Task

Main Menu > Manage > Settings > Task Types > Here, click on Add Task Type button.

Name: CIDL-Incoming Calls

 

After completing necessary editings, click on Save button.

 

 

 

3. Adding Incoming Calls Entity Screen

Main Menu > Manage > Entities > Entity Screens > Here, click on Add Entity Screen button.

General Settings Section;

Name: CIDL-Incoming Calls

Button Header: CIDL-Incoming Calls

Ticket Type: Delivery Ticket

View Mode: Layout

 

Mappings Section;

In here click on Add button and add a line.

 

After completing necessary editings, click on Save button.

 

 

 

4. Editing Incoming Calls Entity Screen

4.1. Adding CIDL-Incoming Calls Log Custom Report Viewer Widget

Main Menu > POS > Click on CIDL-Incoming Calls Screen.

Activate Design Mode by right clicking on mouse > Click on Add Widget > Click on Custom Report Viewer;

 

Select the addded widget > Right click on it > Click on Settings [Custom Report Viewer];

Report Name: CIDL-Incoming Calls Log

Setting Mappings: Calls=Calls.2

Refreshing Widgets: CIDL-Set Call Widget

After completing necessary editings, click on Ok button.

 

Right click on your mouse and click on Design Mode to save the changes.

 

 

4.2. Adding CIDL-Trigger Number Automation Command Widget

Main Menu > POS > Click on CIDL-Incoming Calls Screen.

Activate Design Mode by right clicking on mouse > Click on Add Widget > Click on Automation Command Button;

 

Select the addded widget > Right click on it > Click on Settings [Automation Command Button];

Command Name: CIDL-Trigger Number

Value: {LOCAL SETTING:Calls}

Caption: <sym> </sym>{LOCAL SETTING:Calls} Trigger Number

Validation: '{:Calls}'!=''

After completing necessary editings, click on Ok button.

 

Right click on your mouse and click on Design Mode to save the changes.

 

 

 

5. Adding Delivery Customer Search Entity Screen

Main Menu > Manage > Entities > Entity Screens > Here, click on Add Entity Screen button.

General Settings Section;

Name: Delivery Customer Search

Button Header: Delivery Customer Search

Ticket Type: Delivery Ticket

View Mode: Layout

 

Mappings Section;

In here click on Add button and add a line.

 

After completing necessary editings, click on Save button.

 

 

6. Editing Delivery Customer Search Entity Screen

Main Menu > POS > Click on Delivery Customer Search Screen.

Activate Design Mode by right clicking on mouse > Click on Add Widget > Click on Entity Search;

 

 

6.a. Entity Search Settings

Select the addded widget > Right click on it > Click on Settings [Entity Search];

 

After completing necessary editings, click on Ok button.

 

 

6.b. Entity Search Properties

Select the addded widget > Right click on it > Click on Properties [Entity Search];

 

Name: CallerID Widget

Auto Refresh: Must be selected

After completing necessary editings, click on Ok button.

Right click on your mouse and click on Design Mode to save the changes.

 

 

 

7. Adding CIDL-Incoming Calls Log Report

Main Menu > Manage > Reports > Reports > Here, click on Add Report.

Copy below code group and paste into the Template field;

[#Calls:1,1,1,1:0]
>Time|Phone|Name|Address
{REPORT TASK DETAILS:T.Identifier.desc,TSC.Phone,TSC.Name,TSC.Address:(TST=CIDL-Incoming Calls)} 

 

After completing necessary editings, click on Save button.

 

 

 

8. Adding Actions

8.1. Adding CIDL-Incoming Call Task Action

Main Menu > Manage > Automation > Actions > Here, click on Add Action button.

Action Name: CIDL-Incoming Call Task

Action Type: Add Task

Task Type Name: CIDL-Incoming Calls

Identifier: [:Time]

Custom Fields: Phone=[:Phone],Name=[:Name],Address=[:Address]

 

After completing necessary editings, click on Save button.

 

 

8.2. Adding CIDL-Incoming Calls Display Popup Action

Main Menu > Manage > Automation > Actions > Here, click on Add Action button.

Action Name: CIDL-Incoming Calls Display Popup

Action Type: Display Popup

Name: CID-CIDPOPUP

Title: [:Title]

Meesage: [:Message]

Color: DarkRed

Inactivity Timeout Seconds: [:Duration]

 

After completing necessary editings, click on Save button.

 

 

8.3. Adding CIDL-Trigger AMCommand Action

Main Menu > Manage > Automation > Actions > Here, click on Add Action button.

Action Name: CIDL-Trigger AMCommand

Action Type: Execute Automation Command

Automation Command Name: CIDL-Set Call Widget

Command Value: {:Calls}

Delay: 1

 

After completing necessary editings, click on Save button.

 

 

8.4. Adding CIDL-Incoming Calls Entity Screen Action

Main Menu > Manage > Automation > Actions > Here, click on Add Action button.

Action Name: CIDL-Incoming Calls Entity Screen

Action Type: Navigate Module

Module Name: Entity

Parameter: Delivery Customer Search

Hide Header: False

 

After completing necessary editings, click on Save button.

 

 

8.5. Adding CIDL-Refresh Custom Report Widget Action

Main Menu > Manage > Automation > Actions > Here, click on Add Action button.

Action Name: CIDL-Refresh Custom Report Widget

Action Type: Refresh Custom Report Widget

Widget Name: CIDL-Incoming Calls

Report Name: CIDL-Incoming Calls Log

Reset Cache: True

 

After completing necessary editings, click on Save button.

 

 

8.6. Adding CIDL-Set Widget Value Action

Main Menu > Manage > Automation > Actions > Here, click on Add Action button.

Action Name: CIDL-Set Widget Value

Action Type: Set Widget Value

Widget Name: CallerID Widget

Value: [:Phone]

 

After completing necessary editings, click on Save button.

 

 

8.7. Adding CIDL-CID Widget Setting Action

Main Menu > Manage > Automation > Actions > Here, click on Add Action button.

Action Name: CIDL-CID Widget Setting

Action Type: Set Widget Value

Widget Name: CallerID Widget

Value: [:Value]

 

After completing necessary editings, click on Save button.

 

 

8.8. Adding CIDL-Change Program Setting Save Phone Number Action

Main Menu > Manage > Automation > Actions > Here, click on Add Action button.

Action Name: CIDL-Change Program Setting Save Phone Number

Action Type: Update Program Setting

Setting Name: Phone

Setting Value:[:Phone]

Update Type: Update

Is Local: True

 

After completing necessary editings, click on Save button.

 

 

 

9. Adding Rules

9.1. Adding CIDL-Trigger Number Rule

Main Menu > Manage > Automation > Rules > Here, click on Add Rule button.

Rule Name: CIDL-Trigger Number

Event Name: Automation Command Executed

Add Custom Constraint:

Automation Command Name|Equals|CIDL-Trigger Number

Select Actions:

Action: CIDL-Incoming Calls Display Popup

Title: [:CommandValue]

Message: {REPORT ENTITY DETAILS:E.Name:(ET=Customers) AND (EC.Phone=[:CommandValue])} Calling ...
{REPORT ENTITY DETAILS:EC.Address:(ET=Customers) AND (EC.Phone=[:CommandValue])}

Duration: 10

 

After completing necessary editings, click on Save button.

 

 

9.2. Adding CIDL-Set Widget Rule

Main Menu > Manage > Automation > Rules > Here, click on Add Rule button.

Rule Name: CIDL-Set Widget

Event Name: Automation Command Executed

Add Custom Constraint:

Automation Command Name|Equals|CIDL-Set Call Widget

Select Actions:

Action: CIDL-Set Widget Value

Phone: Phone:[:CommandValue]

 

After completing necessary editings, click on Save button.

 

 

9.3. Adding CIDL-Save Incoming Calls Rule

Main Menu > Manage > Automation > Rules > Here, click on Add Rule button.

Rule Name: CIDL-Save Incoming Calls

Event Name: Device Event Generated

Add Custom Constraint:

Device Name|Equals|CID Show

Select Actions:

Action-1: CIDL-Incoming Call Task

Time: {DATE:dd.MM.yyyy HH:mm:ss fff}

Phone: [:EventData]

Name: {REPORT ENTITY DETAILS:E.Name:(ET=Customers) AND (EC.Phone=[:EventData])}

Address: {REPORT ENTITY DETAILS:EC.Address:(ET=Customers) AND (EC.Phone=[:EventData])}

Action-2: CIDL-Refresh Custom Report Widget

 

After completing necessary editings, click on Save button.

 

 

9.4. Adding CIDL-Save Phone Number Rule

Main Menu > Manage > Automation > Rules > Here, click on Add Rule button.

Rule Name: CIDL-Save Phone Number

Event Name: Popup Clicked

Add Custom Constraint:

Name|Equals|CID-CIDPOPUP

Select Actions:

Action: CIDL-Change Program Setting Save Phone Number

Phone: {:Calls}

 

After completing necessary editings, click on Save button.

 

 

9.5. Adding CIDL-Run When Popup Clicked Rule

Main Menu > Manage > Automation > Rules > Here, click on Add Rule button.

Rule Name: CIDL-Run When Popup Clicked

Event Name: Popup Clicked

Add Custom Constraint:

Name|Equals|CID-CIDPOPUP

Select Actions:

Action-1: CIDL-Trigger AMCommand

Action-2: CIDL-Incoming Calls Entity Screen

 

After completing necessary editings, click on Save button.

 

 

9.6. Adding CIDL-Save Phone Number 2 Rule

Main Menu > Manage > Automation > Rules > Here, click on Add Rule button.

Rule Name: CIDL-Save Phone Number 2

Event Name: Popup Clicked

Add Custom Constraint:

Name|Equals|CIDPOPUP

Select Actions:

Action-1: CIDL-Change Program Setting Save Phone Number

Phone: [:Data]

 

After completing necessary editings, click on Save button.

 

 

9.7. Adding CIDL-Run When Popup Clicked 2 Rule

Main Menu > Manage > Automation > Rules > Here, click on Add Rule button.

 

Rule Name: CIDL-Run When Popup Clicked 2

Event Name: Popup Clicked

Add Custom Constraint:

Name|Equals|CIDPOPUP

Select Actions:

Action: CIDL-Set Widget Value

Phone: Phone:[:Data]

 

After completing necessary editings, click on Save button.