What the Callbacks Bulk Move utility does

The Callbacks Bulk Move utility is one of the more capable tools in VICIdial's admin area, and also one of the more complex. It moves callbacks that match a set of selected criteria to a new list, with an optional new Status (lead status) assignment at the same time. The criteria can be drawn from four different dimensions — campaigns, lists, user groups, or agents — and they combine with AND logic to narrow the scope of callbacks affected. Understanding how those criteria interact is the key to using the tool without unintended side effects.

The four selection dimensions

Each dimension shows only the entries that currently have at least one callback, so the lists are pre-filtered to what is actionable.

• Campaigns with callbacks — select one or more Campaign entries to move all callbacks from those campaigns.
• Lists with callbacks — select one or more list IDs to move callbacks from specific lists regardless of campaign.
• User groups with callbacks — select one or more user groups to move callbacks owned by agents in those groups.
• Agents with callbacks — select one or more individual agents to move callbacks belonging to those specific agents.

flowchart TD
  A[Select criteria] --> B[Campaigns with callbacks]
  A --> C[Lists with callbacks]
  A --> D[User groups with callbacks]
  A --> E[Agents with callbacks]
  B --> F{AND logic combines all}
  C --> F
  D --> F
  E --> F
  F --> G[Final set of callbacks to move]
  G --> H[Set destination list ID]
  G --> I[Optionally set new status]
  H --> J[Execute bulk move]
  I --> J
  J --> K[Callbacks moved — verify count]

How AND logic affects your selection

When you select entries from more than one dimension, the utility narrows the results rather than broadening them. If you select Campaign A and Agent X, the utility moves only the callbacks that belong to Campaign A AND are owned by Agent X. This matters because selecting both a campaign and a user group does not mean "everything from this campaign plus everything from this user group" — it means "callbacks from this campaign that also belong to this user group." If you want a broader sweep, use one dimension at a time or leave the others empty.

This AND behavior is actually useful for precision moves. If you have a large campaign with callbacks spread across many user groups and you only want to move callbacks from a specific team within that campaign, combining the campaign selection with the user group selection gives you exactly that subset. You are not forced to move everything or nothing.

The purge options

Before the move executes, the utility offers two optional purge steps that clean up the callbacks table.

Purge called records removes entries in the callbacks table that are already inactive — records marked INACTIVE or records that are still technically LIVE in the table but whose Lead status in vicidial_list is no longer a callback type (because the lead has been called, called in, or had its Disposition changed). The page shows you the count before you confirm.

Purge uncalled records removes the opposite: callbacks that are ACTIVE in the table and whose lead status in vicidial_list is still a callback type — meaning they have not been worked at all. Use this with caution, as it permanently removes callbacks that have not been attempted yet. Both purge operations show you the affected count before asking for confirmation, so you can abort if the numbers look wrong.

What gets set at the destination

You must specify a destination list ID. The callbacks' lead records move to that list, which changes which Campaign will work them on future dialing passes. You can also assign a new Called status to those leads, which is useful if your workflow uses specific statuses to track that a callback was bulk-transferred rather than handled normally. Setting a distinctive status at move time gives you an audit trail — you can pull a report on that status later to verify the move completed as expected.

For a step-by-step walkthrough of running an actual bulk move, see how to bulk-move callbacks by campaign, list, or agent. For the wider context on all callback and lead admin tools in VICIdial, read our VICIdial admin bulk tools guide.

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