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1. Description
This is where you can enter general information about the subscriber.
Consists of fields (Fig.1):
- Name;
- Priority;
- Expire;
- Timezone;
- Bucket;
- Agent.
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Fig. 1. General tab
Info |
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If you need to create a copy of a Member, go to the tab of this Member and click the Image Added button near the Save button. And choose Save as (Fig.8). Image Added Fig. 8. Save as If the Member's End cause was Expired, then to continue working with this Member, it is necessary to change the time before which the call had to be made. |
1.1. Name
Required field.
The name of the member is entered here.
1.2. Priority
Here the call priority is set. The larger the number, the higher the priority, which means the faster it will be called.
1.3. Expire
In this field, you can enter the date and time by which the call must be made. After the time expires, calls to this member will not be performed. Click the field to open a calendar (Fig. 3), where you can choose the date and time.
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Fig. 3. Calendar for the Expire field
The field in which the member's time zone is chosen.
1.5. Bucket
Here you select a bucket for the member.
When you click on the Bucket field, a drop-down list opens from which the bucket is selected. If the required bucket is not in the drop-down list, use the Bucket field as a search field.
How to create a new Bucket can be found here.
1.6. Agent
You can select the Agent assigned to this Member in this field.
2. Opportunities
2.1. Change the member's name or priority
Goal | Change the member's name or priority |
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Preconditions |
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Steps |
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Result | Data saved. |
2.2. Change the member's bucket or time zone
Goal | Change the member's bucket or time zone |
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Preconditions |
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Steps |
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Result | Data saved |
2.3. Changes in the time until which you need to call the member
Goal | Changes in the time until which you need to call the member |
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Preconditions |
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Steps |
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Result | Data saved |
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