Specifications

NDA-24213 CHAPTER 10
Page 217
Issue 3.0
MIS Procedures
Agent Procedures
STEP 7: Choose one of the following:
• Click
OK
to add the agent and close the Add Agent Record window.
• Click
Cancel
to close the Add Agent Record window without adding the new agent.
4.2 Changing an Agent Name
STEP 1: On the CallCenterWorX console screen, open the
Configuration menu
(see Figure 8-9) and select
Agent Assignment
to access the Agent Assignments window as shown in Figure 8-13.
STEP 2: Choose one of the following:
• Triple-click the
Agent Name
field you wish to change. (The first click moves the cursor into the
field, the second and third clicks act as a regular double-click by highlighting the text.)
• Use the
up
,
down
,
left
, and
right
arrows on your keyboard to select the
Agent Name
field you
wish to change.
STEP 3: Type the new agent name over the selected old agent name and press
Enter
.
Note:
The fields which require data entry in CallCenterWorX MIS are designed to be self-explanatory. If you have
difficulty operating a specific field, click one of the help buttons (discussed in Chapter 11,Heading 2,
“Accessing the Online Help System”) to open the online Help.
4.3 Deleting an Agent
STEP 1: From the
Configuration menu
, select
Agent Assignments
to access the Agent Assignment window
as shown in Figure 8-13.
STEP 2: From the
Edit menu
in the
Agent Assignment window
, select
Delete Record
. The Delete Agent
Record window displays as in Figure 10-7.
Figure 10-7 Delete Agent Record Window
STEP 3: Enter the
row number (
from the Agent Assignment window) of the agent you wish to delete in the
Select a record to delete
field.
STEP 4: Choose one of the following:
• Click
OK
to delete the agent and close the Delete Agent Record window.
• Click
Cancel
to close the Delete Agent Record window without deleting the agent record.