Settings [Custom Report Viewer];<\/strong><\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2024\/10\/Caller-ID-Logs-08-1024x549.jpg\")
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Report Name: CIDL-Incoming Calls Log<\/p>\n
Setting Mappings: Calls=Calls.2<\/p>\n
Refreshing Widgets: CIDL-Set Call Widget<\/p>\n
After completing necessary editings, click on Ok<\/strong> button.<\/p>\n <\/p>\n
Right click <\/strong>on your mouse and click on Design Mode <\/strong>to save <\/strong>the changes.<\/strong><\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2024\/10\/Caller-ID-Logs-09-1024x549.jpg\")
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4.2. Adding CIDL-Trigger Number Automation Command Widget<\/strong><\/h3>\nMain Menu > POS > Click on CIDL-Incoming Calls Screen.<\/strong><\/p>\nActivate Design Mode<\/strong> by right clicking<\/strong> on mouse > Click on Add Widget<\/strong> > Click on Automation Command Button;<\/strong><\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2024\/10\/Caller-ID-Logs-10-1024x549.jpg\")
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Select<\/strong> the addded widget > Right click<\/strong> on it > Click on Settings [Automation Command Button];<\/strong><\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2024\/10\/Caller-ID-Logs-11-1024x549.jpg\")
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Command Name:<\/strong> CIDL-Trigger Number<\/p>\nValue: <\/strong>{LOCAL SETTING:Calls}<\/p>\nCaption:\u00a0<\/strong><sym>\ue137 <\/sym>{LOCAL SETTING:Calls} Trigger Number<\/p>\nValidation:\u00a0<\/strong>'{:Calls}'!=''<\/code><\/p>\nAfter completing necessary editings, click on Ok<\/strong> button.<\/p>\n <\/p>\n
Right click <\/strong>on your mouse and click on Design Mode <\/strong>to save <\/strong>the changes.<\/strong><\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2024\/10\/Caller-ID-Logs-12-1024x549.jpg\")
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5. Adding Delivery Customer Search Entity Screen<\/strong><\/h2>\nMain Menu > Manage > Entities > Entity Screens ><\/strong> Here, click on Add Entity Screen<\/strong> button.<\/p>\nGeneral Settings Section;<\/strong><\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2024\/10\/Caller-ID-Logs-05-1024x549.jpg\")
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Name:<\/strong> Delivery Customer Search<\/p>\nButton Header:<\/strong> Delivery Customer Search<\/p>\nTicket Type:<\/strong> Delivery Ticket<\/p>\nView Mode:<\/strong> Layout<\/p>\n <\/p>\n
Mappings Section;<\/strong><\/p>\nIn here click on Add<\/strong> button and add a line.<\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2024\/10\/Caller-ID-Logs-06-1024x549.jpg\")
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After completing necessary editings, click on Save<\/strong> button.<\/p>\n <\/p>\n
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6. Editing\u00a0Delivery Customer Search Entity Screen<\/strong><\/h2>\nMain Menu > POS > Click on Delivery Customer Search Screen.<\/strong><\/p>\nActivate Design Mode<\/strong> by right clicking<\/strong> on mouse > Click on Add Widget<\/strong> > Click on Entity Search;<\/strong><\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2024\/10\/Caller-ID-Logs-13-1-1024x549.jpg\")
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6.a. Entity Search Settings<\/strong><\/h3>\nSelect<\/strong> the addded widget > Right click<\/strong> on it > Click on Settings [Entity Search];<\/strong><\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2024\/10\/Caller-ID-Logs-14-1024x549.jpg\")
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After completing necessary editings, click on Ok<\/strong> button.<\/p>\n <\/p>\n
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6.b. Entity Search Properties<\/strong><\/h3>\nSelect<\/strong> the addded widget > Right click<\/strong> on it > Click on Properties [Entity Search];<\/strong><\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2024\/10\/Caller-ID-Logs-15-1024x549.jpg\")
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Name: <\/strong>CallerID Widget<\/p>\nAuto Refresh:<\/strong> Must be selected<\/p>\nAfter completing necessary editings, click on Ok<\/strong> button.<\/p>\nRight click <\/strong>on your mouse and click on Design Mode <\/strong>to save <\/strong>the changes.<\/strong><\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2024\/10\/Caller-ID-Logs-16-1024x549.jpg\")
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7. Adding CIDL-Incoming Calls Log Report<\/strong><\/h2>\nMain Menu > Manage > Reports > Reports ><\/strong> Here, click on Add Report.<\/strong><\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2024\/10\/Caller-ID-Logs-33-1024x549.jpg\")
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Copy below code group and paste into the Template<\/strong> field;<\/p>\n[#Calls:1,1,1,1:0]
\n>Time|Phone|Name|Address
\n{REPORT TASK DETAILS:T.Identifier.desc,TSC.Phone,TSC.Name,TSC.Address:(TST=CIDL-Incoming Calls)}<\/code>\u00a0<\/code><\/p>\n <\/p>\n
After completing necessary editings, click on Save<\/strong> button.<\/p>\n <\/p>\n
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8. Adding Actions<\/strong><\/h2>\n8.1. Adding CIDL-Incoming Call Task Action<\/strong><\/h3>\nMain Menu > Manage > Automation > Actions ><\/strong> Here, click on Add Action<\/strong> button.<\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2024\/10\/Caller-ID-Logs-17-1024x549.jpg\")
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Action Name:\u00a0<\/strong>CIDL-Incoming Call Task<\/p>\nAction Type:\u00a0<\/strong>Add Task<\/p>\nTask Type Name:\u00a0<\/strong>CIDL-Incoming Calls<\/p>\nIdentifier:\u00a0<\/strong>[:Time]<\/p>\nCustom Fields:\u00a0<\/strong>Phone=[:Phone],Name=[:Name],Address=[:Address]<\/p>\n <\/p>\n
After completing necessary editings, click on Save<\/strong> button.<\/p>\n <\/p>\n
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8.2. Adding CIDL-Incoming Calls Display Popup Action<\/strong><\/h3>\nMain Menu > Manage > Automation > Actions ><\/strong> Here, click on Add Action<\/strong> button.<\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2024\/10\/Caller-ID-Logs-18-1024x549.jpg\")
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Action Name: <\/strong>CIDL-Incoming Calls Display Popup<\/p>\nAction Type: <\/strong>Display Popup<\/p>\nName: <\/strong>CID-CIDPOPUP<\/p>\nTitle: <\/strong>[:Title]<\/p>\nMeesage: <\/strong>[:Message]<\/p>\nColor:\u00a0<\/strong>DarkRed<\/p>\nInactivity Timeout Seconds:<\/strong> [:Duration]<\/p>\n <\/p>\n
After completing necessary editings, click on Save<\/strong> button.<\/p>\n <\/p>\n
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8.3. Adding CIDL-Trigger AMCommand Action<\/strong><\/h3>\nMain Menu > Manage > Automation > Actions ><\/strong> Here, click on Add Action<\/strong> button.<\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2024\/10\/Caller-ID-Logs-19-1024x549.jpg\")
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Action Name: <\/strong>CIDL-Trigger AMCommand<\/p>\nAction Type: <\/strong>Execute Automation Command<\/p>\nAutomation Command Name: <\/strong>CIDL-Set Call Widget<\/p>\nCommand Value:\u00a0<\/strong>{:Calls}<\/p>\nDelay: <\/strong>1<\/p>\n <\/p>\n
After completing necessary editings, click on Save<\/strong> button.<\/p>\n <\/p>\n
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8.4. Adding CIDL-Incoming Calls Entity Screen Action<\/strong><\/h3>\nMain Menu > Manage > Automation > Actions ><\/strong> Here, click on Add Action<\/strong> button.<\/p>\n![\"\"](\"https:\/\/kb.sambapos.com\/wp-content\/uploads\/2024\/10\/Caller-ID-Logs-20-1024x549.jpg\")
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Action Name: <\/strong>CIDL-Incoming Calls Entity Screen<\/p>\nAction Type: <\/strong>Navigate Module<\/p>\nModule Name:\u00a0<\/strong>Entity<\/p>\nParameter: <\/strong>Delivery Customer Search<\/p>\nHide Header: <\/strong>False<\/p>\n <\/p>\n
After completing necessary editings, click on Save<\/strong> button.<\/p>\n <\/p>\n
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8.5. Adding CIDL-Refresh Custom Report Widget Action<\/strong><\/h3>\nMain Menu > Manage > Automation > Actions ><\/strong> Here, click on Add Action<\/strong> button.<\/p>\n