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1. Description
It is designed to create connection types that are used to configure dialers. Set when creating a subscriber and resource group.
It consists of the following elements:
- Creation tool (Fig.1(1));
- Search field (Fig.1(2));
- Refresh button (Fig.1(3));
- Registry (Fig.1(4));
- Pagination (Fig.1(5)).
Image RemovedImage Added
Fig. 1. Communication types page
1.1. Creation tool
Use the Add button (Fig.1(1)) to create a new object. Access to a General tab opens after clicking. You can open the General tab for existing Communication types through the entries editing tool (see paragraph 1.4.5).
1.2. Search field
The search is performed on the Name column.
Include Page Search field Search field
1.3. Refresh button
(Fig.1 (3)). Include Page Refresh button Refresh button
1.4. Registry
The registry is a list of entries of existing objects in this section, each of which consists of a set of fields:
- Checkbox;
- Name;
- Channel;
- Code;
- Default;
- Description;
- Editing tool;
- Removal tool.
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If there is no entry on the page, then an additional Add button is displayed in the register, the functionality of which duplicates the Add button in paragraph 1.1. |
1.4.1. Checkbox
Include Page Checkbox Checkbox
Fig. 2. Confirm deletion modal window
1.4.2. Name
The name of the Communication type is displayed here.
1.4.3. Channel
The communication channel is displayed here. The following communication channels are available:
- Phone;
- Email;
- Messaging.
1.4.4. Code
Here, you can see the code for linking Communication type and Member.
1.4.5. Default
This displays which entries are selected by default for each channel. The communication type marked with the "Default" radio button is assigned to a Сontact when you add it to Workspace. More information about adding a Сontact to Workspace can be found here.
1.4.6. Description
Here is a description of the Communication type.
1.4.7. Editing tool
Include Page Editing tool Editing tool
1.4.8. Removal tool
Include Page Removal tool Removal tool
Fig. 3. Confirm deletion modal window
1.5. Pagination
Include Page Pagination Pagination
2. Opportunities
2.1. Create a new Communication type
Goal | Create a new Communication type |
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Preconditions | |
Steps |
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Result | Data saved. Communication type is created |
2.2. Delete a Communication type
Goal | Delete a Communication type |
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Preconditions |
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Steps |
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Result | The modal window closes. The Communication type is removed. |
2.3. Delete several Communication types
Goal | Delete several Communication types |
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Preconditions |
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Steps |
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Result | The modal window closes. Communication types are removed. |
2.4. Edit a Communication type
Goal | Edit a Communication type |
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Preconditions |
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Steps |
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Result | Data saved. |
Table of Contents |
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