Archiving Call Lists

Call lists are not automatically deleted or archived in the system after they are completed by agents. If a call list is no longer needed, supervisors can choose to deactivate and then delete or archive the call list. Call lists can be archived at any time, even if they are not completed.

Archiving reduces database size and helps increase system performance. The standard SAP data archiving functionality is used (archiving object CRM_CLM). For more information, see Data Archiving in SAP CRM.

When a call list is archived, all subordinate call lists are as well. Only objects that are directly related to the call list, such as the call list, calls, and relationships are archived. External objects, such as business partners, activities, and scripts are not.

Prerequisites

None of the agents who are assigned to the call list that you want to archive are logged into the Interaction Center (IC).

Note Note

You can still archive the call list if agents are logged into the IC, however, the agents receive an error if they are currently displaying or executing the call list.

End of the note.

Procedure

On the SAP Easy Access screen, choose Interaction Center Supporting Processes Outbound Calling Call List Maintenance .
Select the call list that you want to archive.
Verify this is the call list that you want to archive.
Choose Archive this call list.
Choose Save.
The call list is marked for archiving. The call list still appears in the agent's Call List workspace and the supervisor's Call List Maintenance application until the system administrator runs the archiving program.
Contact your system administrator to start the standard archiving functions. For more information, see Carrying Out Data Archiving.

Result

Call lists are removed from the agent's Call List workspace in the IC, from the supervisor's Call List Maintenance application, and are archived.