What the QC lead-information section shows

The QC display screen has more than one section, and you switch between them with the buttons across the top. The first is the scorecard. The second is the lead-information section, where a reviewer sees the customer record behind the call being scored. It is the place to confirm who was called, fix a wrong detail, and open a custom review form if the campaign has one.

The standard lead fields

This section shows the standard vicidial_list fields for the called Lead — first and last name, address, city, state, postal code, phone number, email, and the rest of the built-in columns every lead record carries. These are the same fields an Agent sees on the dialer screen during a live call. Having them in front of you while you score lets you check that the agent worked the right record and captured the details correctly.

Edits auto-save — with one exception

Change a standard field here and it saves straight back to the vicidial_list table on its own, the same way the checkpoint scores save themselves in the first section. There is no submit button for the standard fields. Custom fields are different. If the list has custom fields defined, they appear in a frame at the bottom of the section, and those do need you to press a submit button before the changes stick. So a correction to the phone number lands instantly, but a correction in a custom field is only saved once you submit that frame.

How an edit reaches the record

flowchart TD
  A[Open lead-information section] --> B{Which field?}
  B -- Standard field --> C[Edit value]
  C --> D[Auto-saved to vicidial_list]
  B -- Custom field --> E[Edit value in frame]
  E --> F[Press submit button]
  F --> G[Saved to vicidial_list]

The QC webform link

If a QC web form was defined for the Campaign, list, or Ingroup the lead is being evaluated under, its link appears in this section too. A QC Web form is a custom page — often a hosted form or an internal app — that opens with the lead's data passed in, so a reviewer can run a structured check or log the result somewhere outside VICIdial. The link only shows when one is configured; if you do not see it, no webform was set for that campaign, list, or ingroup. For how to wire one up and what URL it expects, the per-list QC settings cover the mechanics.

It is worth keeping this section separate in your head from the scorecard. Scores and a QC Status (lead status) live in the first section; the lead's actual contact data lives here. Correcting a misspelled name here does not change the score, and entering a score does not touch the lead. They are two views of the same call. For how claiming pulls the right scorecard before you ever reach this screen, see how claiming a QC call works, and for the whole picture, read the quality-control guide.

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