Specifications

CHAPTER 10 NDA-24213
Page 216
Issue 3.0
MIS Procedures
Agent Procedures
4. Agent Procedures
4.1 Adding an Agent
The Agent Assignment window is used to add or modify agent information. All agent information is
referenced by the Agent Logon ID. The
Agent ID
is displayed along with the
Agent Name
,
Agent Group
Number
,
Agent Group Name
,
Agent Position
(if logged on), and
Attribute Split
assignments.
STEP 1: From the
Configuration menu
, select
Agent Assignments
to access the Agent Assignments
window (Figure 8-11).
STEP 2: From the
Edit menu
in the
Agent Assignments
window, select
Add Record
. The Add Agent
Record window displays (Figure 10-6)
.
Figure 10-6 Add Agent Record Window
STEP 3: Enter a numeric logon ID in the
Agent ID
field. This value can be up to 9 digits long. Leading zeros
are not allowed.
Note:
To change the
Agent ID
or
Attribute Split
after they are entered requires deleting the entire Agent Record, then adding
a new Agent Record which includes the new
Agent ID
and
Attribute Split
. Refer to Heading 4.3, “Deleting an
Agent”, for information on deleting an agent’s record
.
STEP 4: Enter an agent name in the
Agent Name
field. This name can contain up to 20 alphanumeric
characters.
STEP 5: Select an agent group number in the
Agent Group
field (see Heading 5.). This number can range
from 1 to 16. The
Agent Group
field has up and down arrows, and you can enter a number by either
of the following methods:
• Double-click the current number and type over it.
• Use the up and down arrows to scroll through the list of available numbers and select the desired
number.
STEP 6: Click the
Attribute Split
drop down menu and select the number of the primary split in which this
agent will be working.