How to Setup Quick Transfer

A step-by-step guide to configuring Quick Transfer buttons in your VICIdial campaign from the eDialer dashboard.

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This guide walks you through how to set up Quick Transfers in a campaign. These are the D1 through D5 buttons that appear in the Agent Interface. You can configure a maximum of 5 transfer numbers, of which up to 2 can include DTMF (Dual-Tone Multi-Frequency) signaling.

Setting Up Quick Transfer Numbers

  1. From the eDialer Dashboard, go to Campaigns.

    Navigate to Campaigns in the eDialer Dashboard

  2. Select Campaigns Main.

    Select Campaigns Main

  3. Click Modify on the campaign you want to configure.

    Click Modify on the campaign

  4. Under Transfer Options, enter the 10-digit number you want to use as a third-party transfer number.

    Add a 10-digit transfer number under Transfer Options

  5. Click Save to apply your changes.

    Click Save

Adding DTMF to a Transfer Number

If you need to add DTMF to a transfer number, it must be assigned to either D1 or D2 only (DTMF is supported on the first two slots).

  1. Scroll down to Additional Transfer Options Settings.

    Navigate to Additional Transfer Options Settings

  2. Add the number to either Transfer-Conf DTMF 1 or Transfer-Conf DTMF 2.

    Add number to Transfer-Conf DTMF 1 or DTMF 2

  3. Click Save Changes to finalize your configuration.

    Click Save Changes

Need help setting up your VICIdial hosted call-center solution? Contact our team at 866-273-4639 (Customer Service) or 1 (800) 233-0234 (Sales) — we’re here to help.

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