General (Members)

Owned by Olesya Tantsyura
Last updated: Mar 22, 2024
3 min read

1. Description

This is where you can enter general information about the subscriber.

Consists of fields (Fig.1):

  1. Name;

  2. Priority;

  3. Expire;

  4. Timezone;

  5. Bucket;

  6. Agent.

Fig. 1. General tab

 

If you need to create a copy of a Member, go to the tab of this Member and click the  button near the Save button. And choose Save as (Fig.8).

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.

Fig. 3. Calendar for the Expire field

1.4. Timezone 

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 

Goal

Change the member's name or priority 

Preconditions

  1. Access to the Admin application;

  2. Access to the Queues section in the Admin application;

  3. Permission to edit in the Queues section;

  4. The availability of at least one queue;

  5. The availability of a member or the creation of a new one.

Steps

 

  1. Click on the field you want to change.

  2. Make the necessary changes (the number can be set using the  buttons)

  3. Click the Save button

Result

Data saved.

2.2. Change the member's bucket or time zone

Goal

Change the member's bucket or time zone

Goal

Change the member's bucket or time zone

Preconditions

  1. Access to the Admin application;

  2. Access to the Queues section in the Admin application;

  3. Permission to select and delete in the Queues section;

  4. The availability of at least one queue;

  5. The availability of a member or the creation of a new one.

Steps

 

  1. Click on the field you want to change. A drop-down list opens.

  2. Select the required option from the drop-down list.

  3. Click the Save button

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

Goal

Changes in the time until which you need to call the member

Preconditions

  1. Access to the Admin application;

  2. Access to the Queues section in the Admin application;

  3. Permission to select and delete in the Queues section;

  4. The availability of at least one queue;

  5. The availability of a member or the creation of a new one.

Steps

 

  1. Click the Expire field. A calendar opens.

  2. Select the desired date and time.

  3. Click the Add button. The calendar is closed.

  4. Click the Save button.

Result

Data saved