Customizing Call Management Scheduled Views

You can create custom views of the scheduled calls list. These views will then become available in the View drop-down list. You can customize the Scheduled view by hiding or including columns or changing their order. You can also set any custom view as default; it will then be displayed first each time the Call Management interface is opened.

Any custom view created by one supervisor will be accessible for all supervisors in the same company.

1. To customize a view on choosing the Scheduled view click the Customize View button next to the View drop-down list and select Add from the drop-down menu.

The Create Custom View overlay dialog opens.



Figure 1 - Customizing Call Management view

This dialog lists the names of all columns currently available for the Scheduled View.

2. Check the box for each column you want to be displayed in this view; clear the boxes for the columns you want to hide from this view.
3. Select a column and click the Up or Down button to move that column one position to the left (Up) or to the right (Down) in the table. The "Place Holder for Question Variables" item allows you to adjust the order of columns for any question variables that might be added to the view; these can be re-positioned as a block.
4. Enter a name for your custom view in the Name field.
5. Check the Set as Default option if you want this customized view to be displayed by default when you open the Call Management window.
6. On completion click Save.

The name of the saved table layout becomes available in the View drop-down list.

When you choose a customized view from the View drop-down list, it can be edited or deleted. Click the Customize View button to reveal the drop-down menu. For an existing customized view this menu contains three commands: Add, Edit and Delete.

Figure 2 - Customize View drop-down menu commands

Choose Delete to delete the currently selected custom view, or choose Edit to modify it.

If you click Edit, the Edit Custom View overlay opens. This is similar to the Create Custom View dialog described above. Here, the Column visibility, position, the View name and "default" option are editable. If you change anything, on completion click Save.