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admin

58 posts.

First login to VICIdial Admin after install

Your first login to VICIdial Admin: signing in as 6666/1234, the Welcome and Initial Setup screens, setting your defaults, and enabling every admin page on user 6666.

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Adding a server in VICIdial Admin

How to add a new server record in VICIdial Admin: the five required fields, the rules for the server ID, and what happens after you submit the form.

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Modifying server settings in VICIdial Admin

The settings that matter most on the Modify Server page: max trunks, calls per second, active toggles, conf-file generation, and performance logging.

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When to use PURGE vs APPEND for an international DNC file

PURGE replaces a country's entire DNC table with the new file; APPEND adds distinct new numbers alongside existing records. This post covers when to choose each.

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What 'Purge uncalled records' does in Callbacks Bulk Move

The 'Purge uncalled records' option removes still-pending callbacks from the table before a bulk move — learn what it targets and how it differs from purging called records.

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How to filter stale callbacks live and uncalled for over X days

The 'Live and uncalled for over X days' filter in Callbacks Bulk Move narrows your selection to pending callbacks past a chosen age — here is how it works and when to use it.

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What the List Merge utility does in VICIdial

List Merge combines multiple VICIdial lists into a single destination list, consolidating lead records while leaving source list structure and history intact.

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How to combine multiple lists into a single list

Step-by-step guide to using VICIdial's List Merge utility: select source lists, confirm the destination list ID, run the merge, and verify lead counts.

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How to export and download scheduled callbacks in VICIdial

The Callbacks Export page lets you view and download a list of scheduled callbacks filtered by campaign and date, giving you a snapshot before any destructive bulk move.

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How to reset all lists on a campaign at once

The Reset Campaign Lists page resets every list on a chosen campaign in a single action, saving you from opening and resetting each list one by one.

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How to move all callbacks from one agent to another in bulk

The Callbacks Transferral page in VICIdial reassigns every scheduled callback belonging to one agent to a different agent or list in a single operation.

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What 'Purge called records' does in Callbacks Bulk Move

Learn what the Purge called records checkbox removes from the callbacks table, why it matters for cleanup, and when to use it with caution.

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How to pass preset date constants to a custom report link

VICIdial Preset Constants let you attach a variable name and value to a custom report link so the report opens with specific parameters already set, saving users time on repeat lookups.

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How to switch agent-only callbacks to everyone callbacks in bulk

VICIdial's Switch Callbacks tool converts USERONLY scheduled callbacks to ANYONE callbacks across a date range so any available agent can take them.

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How to start or cancel a queued international DNC file

After uploading a country DNC file in VICIdial, START FILE triggers processing and moves the file through PENDING to finished; CANCEL removes it from the queue entirely.

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How to split one big list into smaller lists

Step-by-step guide to using VICIdial's List Split utility: pick a source list, set the target size, run the split, and verify the resulting sub-lists.

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How to upload and load a country DNC list in bulk

A step-by-step walkthrough of uploading a country DNC file in VICIdial: setting the country code, choosing PURGE or APPEND, selecting a file layout, and pressing START FILE.

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How to change agent callbacks to ANYONE callbacks in bulk

Converting USERONLY callbacks to ANYONE callbacks in VICIdial means any logged-in agent can handle them, not just the original agent who set them.

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What the International DNC Loader does in VICIdial

The International DNC Loader stores do-not-call numbers by country in the VICIdial database so the lead loader can scrub against them during import.

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How to query leads in bulk by entry date and modify date

The Advanced Lead Management Tools page lets you filter leads by entry date, modify date, vendor code, source ID, owner, or country code before acting on the matched set in bulk.

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How Transfer to List ID and New Status work when moving callbacks

When bulk-moving callbacks in VICIdial, Transfer to List ID sets the destination list and New Status optionally relabels the lead records — here is how they interact.

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What the Callbacks Bulk Move utility does

The VICIdial Callbacks Bulk Move utility moves callbacks matching selected criteria — by campaign, list, user group, or agent — to a new list and optionally a new status.

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How DNC file layout formats tell VICIdial where to find numbers

The DNC file layout field tells VICIdial's processing script what format a suppression file uses and where to locate the phone numbers inside each row.

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How to add a custom report link to the Reports page

Step-by-step guide to registering a custom report in VICIdial's Custom Reports Admin page so it appears as a named link on the main Reports page for authorized users.

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What the Custom Reports Admin page does in VICIdial

The Custom Reports Admin page lets you add, modify, and delete custom report links that appear on VICIdial's main Reports page, giving users one-click access to bespoke reports.

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How to bulk-move callbacks by campaign, list, or agent

A step-by-step guide to using VICIdial's Callbacks Bulk Move utility to move callbacks by campaign, list, user group, or agent to a new list with an optional new status.

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What the List Split utility does in VICIdial

List Split divides one large VICIdial list into multiple smaller lists of a size you choose, creating new list IDs while leaving the source list structure intact.

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When to reset only active lists on a campaign

Resetting only active lists on a VICIdial campaign lets you refresh your current dialing rotation without accidentally re-enabling archived or deactivated lists.

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How to Bulk-Copy a Range of Users in VICIdial

User Bulk Copy clones one source user's settings across a numbered range of new accounts in one pass - here is how it works and how to use it.

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How to Bulk-Copy DIDs From One DID's Settings in VICIdial

Use DID Bulk Copy to clone one configured DID's settings onto a pasted list of new inbound numbers in seconds, with a built-in duplicate check.

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How to Bulk-Delete Users in VICIdial Safely

User Bulk Delete removes many accounts at once, but it refuses to delete your own login and any user currently working as an agent - here is the safe way to use it.

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When to Turn On Force PW Change for Bulk-Copied Users

Bulk-copied VICIdial users get a password equal to their user number - Force PW Change makes them set a real one on first login. Here is when to use it.

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What VICIdial's Admin Bulk Tools Page Does

A plain-English tour of VICIdial's Admin Bulk Tools: DIDs, area-code caller IDs, users, bulk phones, and the lead management utilities that move and clean lists.

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How to Bulk-Delete DIDs in VICIdial (and Why You Can't Delete -default-)

DID Bulk Delete removes inbound numbers in one pass, but the -default- DID is protected because deleting it breaks inbound call handling.

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How Shift Enforcement on a user group restricts agent logins

Shift Enforcement ties agent logins to scheduled shifts so people only work the hours you set, with OFF, START, and ALL modes.

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How to move every user from one group to another with Bulk Group Change

Bulk Group Change reassigns every member of one VICIdial user group to another in a single action, including a non-ADMIN sweep option.

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What Settings Containers do and when you need one

Settings Containers store large blocks of configuration under one ID so PHP and Perl scripts can read them, from email templates to dial timeouts.

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What User Group Script Override puts on the agent screen

Script Override on a user group forces a chosen script onto the agent screen when the matching campaign setting is enabled, overriding everything else.

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What the user-group webphone overrides change

How the three user-group webphone overrides let you point one team at a different webphone URL, system key, or dialpad without touching anyone else.

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How Allowed User Groups limits which records a group can see

Allowed User Groups controls which other user groups a manager can view and edit, scoping access to DIDs, phones, leads, and more by group.

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What the Admin User Group field on a record does

The Admin User Group field on VICIdial records restricts which admins can view that record by user group, with --ALL-- meaning everyone.

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What Force Timeclock Login does for a user group

Force Timeclock Login blocks agents from the dialer until they clock in, keeping attendance records and login state in sync.

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How to set up Admin Contacts for agent transfers

Admin Contacts give agents a searchable directory of non-agent phone numbers to transfer calls to, set up through Custom Transfer presets.

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What the VICIdial user permission checkboxes do

A plain tour of the VICIdial admin permission checkboxes, from Modify Users to Delete Campaigns, and how they shape what a manager can touch.

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How to delete a Remote Agent

Deleting a VICIdial Remote Agent is a two-step process on purpose. This guide walks you through both clicks so you do not remove the wrong record.

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How to edit Timeclock records in VICIdial

A walkthrough of editing VICIdial Timeclock records from the User Status and User Stats pages, including which changes the system rejects.

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VICIdial phones: the complete guide

Everything a VICIdial operator needs to know about phone entries: required fields, extensions, dial plan numbers, passwords, and protocols.

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Why anyone callbacks never reach the hopper

An ANYONE callback should drop into the hopper when its time comes. When it does not, the cause is usually the callback time, calltime block, list status, campaign loading, or a DNC filter. Here is how to track it down.

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How to purge old scheduled callbacks

Old scheduled callbacks pile up over time. VICIdial gives admins purge links and a dead-callback script to clear them out. Here is how to clean up safely.

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How to edit a scheduled callback in admin

Managers can change, reassign or remove any scheduled callback from the VICIdial admin interface. Here is the path through admin.php to the lead modification page.

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How to change a user-only callback to anyone

Converting a USERONLY callback to ANYONE lets any agent call it back instead of just one person. Here is how to flip the type from the VICIdial admin.

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How to reassign a user-only callback to another agent

When an agent leaves or a callback needs a different owner, a manager can change the user ID on a USERONLY callback from the VICIdial admin. Here is the exact path.

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How to view callbacks by user, campaign or list

VICIdial lets you list scheduled callbacks three ways: by user, by campaign, or by list. Each view answers a different question. Here is which to use and how to open them.

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How to turn on the "QC Features enabled" system setting

Quality Control in VICIdial stays completely hidden until you flip one master switch. Here is where to find it and what it unlocks.

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Why some form fields reject spaces, dashes, and special characters

VICIdial strips many special characters from form fields on purpose, because certain character combinations can corrupt or delete data in the system.

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How to find a specific call recording in VICIdial

Step-by-step guide to locating a specific call recording in VICIdial using the Admin recordings search and key filter fields.

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How to play back a call recording from the report screen

How to stream or download a VICIdial call recording directly from the Admin Recordings report screen, including permission requirements.

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How to Add a New Carrier Trunk in VICIdial

Step-by-step: add a Server Carrier in VICIdial, fill the key fields, set it Active, and confirm it registered before you dial.

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