Changes for page Users Widget
Last modified by Sean Hetherington on 2021/09/09 20:56
Summary
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Page properties (2 modified, 0 added, 0 removed)
Details
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... ... @@ -1,21 +1,18 @@ 1 1 {{layout}} 2 2 {{layout-section ac:type="two_right_sidebar"}} 3 3 {{layout-cell}} 4 -The Users Widget allows you to view the state of otherusers in the system along withextensionstate,callstate andpresence. You can also filter and sort the list ofusers to your liking.4 +The Users widget allows you to view the state of other Users in the system along with Extension State, Call State and Presence. You can also filter and sort the list of Users to your liking. 5 5 6 - \\6 + 7 7 {{/layout-cell}} 8 8 9 9 {{layout-cell}} 10 -(% class="auto-cursor-target" %) 11 -\\ 12 - 13 13 {{panel}} 14 14 **//On this page~://** 15 15 16 16 17 17 18 -{{toc maxLevel=" 3"/}}15 +{{toc maxLevel="2"/}} 19 19 {{/panel}} 20 20 21 21 (% style="background-color: rgb(221,221,221);" %) ... ... @@ -31,18 +31,14 @@ 31 31 32 32 = Box View = 33 33 34 -Box View displays a user box for each user in the system (excluding your own). This box provides a display of theuser'saccounts,calls andpresence state while providing functionality to interact with and manage theuser's Accounts,calls andpresence.31 +Box View displays a User box for each user in the system (excluding your own). This box provides a display of the User's Accounts, Calls and Presence state while providing functionality to interact with and manage the User's Accounts, Calls and Presence. 35 35 36 -(% class="wrapped" %) 37 37 |=((( 38 -(% class="content-wrapper" %) 39 -((( 40 -\\ 34 + 41 41 42 42 [[image:attach:user_widget.png]] 43 43 44 -\\ 45 -))) 38 + 46 46 )))|=((( 47 47 1. User login status 48 48 1. Presence status icon ... ... @@ -61,16 +61,12 @@ 61 61 62 62 = List View = 63 63 64 -List View displays all users in the system (excluding your own) in a table format. Each row provides a display of a user, including theiruseraccounts,calls, andpresence, while providing functionality to interact with and manage theuser'saccounts,calls andpresence. When a user is on a call you can use the expand collapse button to view all calls the current user is on. Each call will be displayed as another row under theuser row.57 +List View displays all users in the system (excluding your own) in a table format. Each row provides a display of a User, including their User Accounts, Calls, and Presence, while providing functionality to interact with and manage the User's Accounts, Calls and Presence. When a user is on a call you can use the expand collapse button to view all calls the current user is on. Each call will be displayed as another row under the User row. 65 65 66 -(% class="wrapped" %) 67 67 |(% class="highlight-grey" data-highlight-colour="grey" %)(% class="highlight-grey" data-highlight-colour="grey" %) 68 68 ((( 69 -(% class="content-wrapper" %) 70 -((( 71 71 [[image:attach:listview.png]] 72 72 ))) 73 -))) 74 74 |(% class="highlight-grey" colspan="1" %)(% class="highlight-grey" colspan="1" %) 75 75 ((( 76 76 1. **Expand/Collapse row** ... ... @@ -91,7 +91,7 @@ 91 91 1. **Barge** 92 92 ))) 93 93 94 - \\83 + 95 95 96 96 === User Login Status === 97 97 ... ... @@ -121,12 +121,12 @@ 121 121 122 122 There are several buttons that will appear on each user that will allow you to perform actions on that user. 123 123 124 -* Email: If the user has a configured email address you can select the email button to initiate a mailto for that address. This will utilize the default email client on your OS.125 -* Chat: This button allows a user to start achat session with this User. See [[doc:Chat]] for more information.113 +* Email: If the User has a configured email address you can select the email button to initiate a mailto for that address. This will utilize the default email client on your OS. 114 +* Chat: This button allows a User to start a Chat session with this User. See [[doc:Chat]] for more information. 126 126 127 127 = Sorting And Filtering = 128 128 129 -The Users Widget allows for sorting and filtering of the listed users. The Sort and Filter bar can be opened and closed via them**agnifying Glass Icon** on the top right in the Users Widget header. You can also sort by clicking on the column headers when using List View.118 +The Users Widget allows for sorting and filtering of the listed Users. The Sort and Filter bar can be opened and closed via the **Magnifying Glass Icon** on the top right in the Users Widget header. You can also sort by clicking on the column headers when using List View. 130 130 131 131 === Sorting === 132 132 ... ... @@ -133,58 +133,58 @@ 133 133 You can sort the user list by several different user properties. The **Arrow** to the left of the sort dropdown can be used to change the sort direction from Descending to Ascending. 134 134 135 135 * **None**: No sorting. 136 -* **Availability** **Status**: Sorts by the current status set on theuser. See[[doc:PresenceManagement]]for more information.137 -* **Call Status**: Sorts by the user'saccount call status.138 -* **Caller ID (Name)**: Sorts by the user'saccount callcaller ID name.139 -* **Caller ID (Number)**: Sorts by the user'saccount callcaller ID number.140 -* **Login**: Sorts by the user's iSymphony login status.141 -* **Name**: Sorts by the user's display name.142 -* **Talk Time**: Sorts by the usersaccountcall time.125 +* **Availability** **Status**: Sorts by the current Status set on the User. See Presence for more information. 126 +* **Call Status**: Sorts by the User's Account call status. 127 +* **Caller ID (Name)**: Sorts by the User's Account call Caller ID name. 128 +* **Caller ID (Number)**: Sorts by the User's Account call Caller ID number. 129 +* **Login**: Sorts by the User's iSymphony login status. 130 +* **Name**: Sorts by the User's display name. 131 +* **Talk Time**: Sorts by the Users Account Call time. 143 143 144 144 === Filtering === 145 145 146 -You can utilize the **Search** field in the Sort and Filter bar to search for specific users andaccounts. The text entered in the **Search** field will match on the following.135 +You can utilize the **Search** field in the Sort and Filter bar to search for specific Users and Accounts. The text entered in the **Search** field will match on the following. 147 147 148 148 * User Display name. 149 149 * Account Display name. 150 150 * Account number. 151 151 152 -You can also select an Extension Group from the dropdown on the right corner of the Sort and Filter bar. This will only show users andaccounts forextensions that are in the selectedextensiongroup. See[[doc:Extension Groups]]for more information.141 +You can also select an Extension Group from the dropdown on the right corner of the Sort and Filter bar. This will only show Users and Accounts for Extensions that are in the selected Extension Group. See Extension Groups for more information. 153 153 154 154 {{info}} 155 -It is possible to filter out specific extensions on a user to the point where theaccount List does not list allaccounts for thatuser. For example, if auser hasextension 100 andextension 200 asaccounts and you enter "100" in the **Search** field,theuser will show up in the User list, but heaccount list will only showextension 100 and not 200.144 +It is possible to filter out specific extensions on a User to the point where the Account List does not list all Accounts for that User. For example, if a User has Extension 100 and Extension 200 as Accounts and you enter "100" in the **Search** field the User will show up in the User list, but he Account list will only show Extension 100 and not 200. 156 156 {{/info}} 157 157 158 158 = = 159 159 160 -{{id name="Accounts"/}}AccountsJust like in the [[doc:My Stream Widget]] the user display items will display information about all the specified user'saccounts.149 +{{id name="Accounts"/}}AccountsJust like in the [[doc:My Stream Widget]] the user display items will display information about all the specified User's Accounts. 161 161 162 162 === Selecting The Active Account === 163 163 164 -The selected account on auser determines whataccount the action buttons of theuser and drag and drop actions will effect. For example, if I select the User'sextension 100account and a call is dropped on theuser the call will be transferred toextension 100. You can select the activeaccount by clicking on the header, where theuser name is displayed in Box View, or the user account cell in List View, which will open a drop down menu of all available Accounts for you to select from.153 +The selected Account on a User determines what Account the action buttons of the User and drag and drop actions will effect. For example, if I select the User's Extension 100 Account and a call is dropped on the User the call will be transferred to Extension 100. You can select the active Account by clicking on the header, where the User name is displayed in Box View, or the user account cell in List View, which will open a drop down menu of all available Accounts for you to select from. 165 165 166 166 {{info}} 167 -Unlike the [[doc:My Stream Widget]] the selected account will not effect what calls are displayed for thatuser. All calls for allaccounts on thatuser will be displayed at all times.156 +Unlike the [[doc:My Stream Widget]] the selected Account will not effect what calls are displayed for that User. All calls for all Accounts on that User will be displayed at all times. 168 168 {{/info}} 169 169 170 170 === The "User" Account === 171 171 172 -All users will have oneaccount labeled **User** in theaccount list. Thisaccount is the default selection for alluser display items and will allow you to perform actions on whateveraccount is currently selected as theuser's Default Account. See the **Default Account Selection** section on the [[doc:My Stream Widget]] page for more information.161 +All Users will have one Account labeled **User** in the Account list. This Account is the default selection for all User display items and will allow you to perform actions on whatever Account is currently selected as the User's Default Account. See the **Default Account Selection** section on the [[doc:My Stream Widget]] page for more information. 173 173 174 174 === Drag From Accounts === 175 175 176 -Users can drag extensionsand accounts from the User to the following destinations in order to originate calls from the draggedaccount to the dropped destination. Theaccount that is currently selected on the user will determine whichaccount is dragged to perform the origination.165 +Users can drag Extension Accounts from the User to the following destinations in order to originate calls from the dragged Account to the dropped destination. The Account that is currently selected on the user will determine which Account is dragged to perform the origination. 177 177 178 178 {{info}} 179 -The location where you drag from in the user box will determine what object is dragged.168 +The location where you drag from in the User box will determine what object is dragged. 180 180 181 -* **Drag from theuser box header**: Will drag theaccount for origination. The drag image will be that of the entireuser box.182 -* **Drag from non-header areas in theuser box**: Will drag the call that theuser is on for transferring. The drag image will be the caller id of the call only.170 +* Drag from the User box header: Will drag the Account for origination. The drag image will be that of the entire User box. 171 +* Drag from non-header areas in the User box: Will drag the call that the User is on for transferring. The drag image will be the caller id of the call only. 183 183 184 184 When dragging from the List View, the users current state will determine what is dragged. 185 185 186 -* **Drag while the user is not on a call**: Will drag theaccount for origination.187 -* **Drag while the user is on a call**: Will drag the call that the user is on for transferring.175 +* Drag while the user is not on a call: Will drag the Account for origination. 176 +* Drag while the user is on a call: Will drag the call that the user is on for transferring. 188 188 {{/info}} 189 189 190 190 * Users ... ... @@ -195,9 +195,9 @@ 195 195 196 196 === Drag To Accounts === 197 197 198 -Users can drop accounts from the otherusers or the [[doc:My Stream Widget]] onaccounts in theuser in order to perform an origination from theaccount that was dropped to theaccount that was dropped on. Theaccount that is currently selected in the on the user will determine whichaccount is the destinationaccount for the origination.187 +Users can drop Accounts from the other Users or the [[doc:My Stream Widget]] on Accounts in the User in order to perform an origination from the Account that was dropped to the Account that was dropped on. The Account that is currently selected in the on the user will determine which Account is the destination Account for the origination. 199 199 200 -Users can drop calls from the following locations on accounts on the user in order to transfer that call to theaccount that was dropped on. Theaccount that is currently selected on the user box will determine whichaccount is the destinationaccount for the transfer.189 +Users can drop calls from the following locations on Accounts on the user in order to transfer that call to the Account that was dropped on. The Account that is currently selected on the user box will determine which Account is the destination Account for the transfer. 201 201 202 202 * Users 203 203 * Queues ... ... @@ -205,28 +205,28 @@ 205 205 * Conference Rooms 206 206 207 207 {{info}} 208 -During a drag to a user you can hover over the header in theuserbox, or the currently selected user account cell in List View , to open theaccount list. From here you can drop on a specificaccount in the list in order to perform an origination or transfer to thataccount without having to select it before hand.197 +During a drag to a User you can hover over the header in the User Box, or the currently selected user account cell in List View , to open the Account list. From here you can drop on a specific Account in the list in order to perform an origination or transfer to that Account without having to select it before hand. 209 209 {{/info}} 210 210 211 211 === Account Actions === 212 212 213 -Several buttons will appear on a user that will allow you to perform actions on the currently selected account.202 +Several buttons will appear on a user that will allow you to perform actions on the currently selected Account. 214 214 215 -* **Agent**: Allows you to manage this account's agent login along with pause state and penalty.216 -* **DND**: Allows you to toggle this account's DND status.217 -* **Voicemail**: Allows you to originate and transfer calls directly to this account's voicemail box.218 -** If clicked a call will be originated to the account's voicemail box using your selected Default Account.219 -** If an Account is dropped on the button a call will be originated from the dropped account to theaccount's voicemail box.220 -** If a call is dropped on the button the call will be transferred directly to the account's voicemail box.204 +* **Agent**: Allows you to manage this Account's agent login along with pause state and penalty. 205 +* **DND**: Allows you to toggle this Account's DND status. 206 +* **Voicemail**: Allows you to originate and transfer calls directly to this Account's voicemail box. 207 +** If clicked a call will be originated to the Account's voicemail box using your selected Default Account. 208 +** If an Account is dropped on the button a call will be originated from the dropped Account to the Account's voicemail box. 209 +** If a call is dropped on the button the call will be transferred directly to the Account's voicemail box. 221 221 ** Actions using the voicemail button will not ring the extension. 222 222 223 223 = Calls = 224 224 225 -Users will display all active calls for the user'saccounts and allow you to manage those calls.214 +Users will display all active calls for the User's Accounts and allow you to manage those calls. 226 226 227 227 === Selecting The Active Call === 228 228 229 -Box View will only show one call at a time and allow you to manage that call. There may be a case where a user is on multiple calls across one or more accounts. If the User has more than one active call **up** and **down** arrows will appear to the right of the caller ID section in the User box which will allow you to select the current active call. The currently selected call will specify which call theuser box call actions and drags will be performed on. In List View the user row will only show one call at a time, and allow you to manage that call. To manage other calls on the user, you can use the expand/collapse button on the user row to show a list of each individual call the user is on, and allow you to manage each call individually.218 +Box View will only show one call at a time and allow you to manage that call. There may be a case where a user is on multiple calls across one or more Accounts. If the User has more than one active call **up** and **down** arrows will appear to the right of the caller ID section in the User box which will allow you to select the current active call. The currently selected call will specify which call the User box call actions and drags will be performed on. In List View the user row will only show one call at a time, and allow you to manage that call. To manage other calls on the user, you can use the expand/collapse button on the user row to show a list of each individual call the user is on, and allow you to manage each call individually. 230 230 231 231 === Dragging Calls === 232 232 ... ... @@ -242,7 +242,7 @@ 242 242 243 243 === Call Actions === 244 244 245 -Several buttons will appear on the User that will allow you to perform actions on the currently selected call. If there are no calls for the User no call action buttons will be visible on the User.234 +Several buttons will appear on the User that will allow you to perform actions on the currently selected Call. If there are no calls for the User no call action buttons will be visible on the User. 246 246 247 247 * **Record**: Toggle on demand recording of this call on and off. 248 248 * **Barge:** Allows users to barge in on this call. See [[doc:My Stream Widget]] for more information on barge types. ... ... @@ -249,13 +249,12 @@ 249 249 250 250 = Presence = 251 251 252 -Users can view and manage other users presence in the Users Widget. See [[doc:Presence Management]] for more information.241 +Users can view and manage other Users presence in the Users Widget. See [[doc:Presence Management]] for more information. 253 253 254 254 = Settings = 255 255 256 256 Settings for the Users Widget can be access by clicking the cog icon in the top right hand corner of the Users Widget. 257 257 258 -(% class="wrapped" %) 259 259 |(% class="highlight-grey" data-highlight-colour="grey" %)(% class="highlight-grey" data-highlight-colour="grey" %) 260 260 ((( 261 261 **User Box Width:** ... ... @@ -263,9 +263,6 @@ 263 263 ((( 264 264 Allows you to specify the width of the user boxes in pixels. (This option will not be available if List View is selected) 265 265 ))) 266 - 267 -(% class="auto-cursor-target" %) 268 -\\ 269 269 {{/layout-cell}} 270 270 {{/layout-section}} 271 271 {{/layout}}