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Changes for page Users Widget

Last modified by Sean Hetherington on 2021/09/09 20:56
From version 2.1
edited by michaely
on 2021/09/09 18:01
Change comment: Import
To version 3.1
edited by michaely
on 2021/09/09 18:01
Change comment: Import

Summary

Details

Page properties
Content
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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 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.
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}}
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28 28  
29 29  = Box View =
30 30  
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.
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.
32 32  
33 33  |=(((
34 34  
... ... @@ -54,7 +54,7 @@
54 54  
55 55  = List View =
56 56  
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.
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.
58 58  
59 59  |(% class="highlight-grey" data-highlight-colour="grey" %)(% class="highlight-grey" data-highlight-colour="grey" %)
60 60  (((
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110 110  
111 111  There are several buttons that will appear on each user that will allow you to perform actions on that user.
112 112  
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.
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.
115 115  
116 116  = Sorting And Filtering =
117 117  
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 m**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.
119 119  
120 120  === Sorting ===
121 121  
... ... @@ -122,58 +122,58 @@
122 122  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.
123 123  
124 124  * **None**: No sorting.
125 -* **Availability** **Status**: Sorts by the current status set on the user. See [[doc:Presence Management]] 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.
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.
132 132  
133 133  === Filtering ===
134 134  
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.
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.
136 136  
137 137  * User Display name.
138 138  * Account Display name.
139 139  * Account number.
140 140  
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 [[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.
142 142  
143 143  {{info}}
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.
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.
145 145  {{/info}}
146 146  
147 147  = =
148 148  
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.
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.
150 150  
151 151  === Selecting The Active Account ===
152 152  
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.
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.
154 154  
155 155  {{info}}
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.
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.
157 157  {{/info}}
158 158  
159 159  === The "User" Account ===
160 160  
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.
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.
162 162  
163 163  === Drag From Accounts ===
164 164  
165 -Users can drag extensions and 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.
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.
166 166  
167 167  {{info}}
168 -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.
169 169  
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.
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.
172 172  
173 173  When dragging from the List View, the users current state will determine what is dragged.
174 174  
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.
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.
177 177  {{/info}}
178 178  
179 179  * Users
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184 184  
185 185  === Drag To Accounts ===
186 186  
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.
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.
188 188  
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.
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.
190 190  
191 191  * Users
192 192  * Queues
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194 194  * Conference Rooms
195 195  
196 196  {{info}}
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.
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.
198 198  {{/info}}
199 199  
200 200  === Account Actions ===
201 201  
202 -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.
203 203  
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.
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.
210 210  ** Actions using the voicemail button will not ring the extension.
211 211  
212 212  = Calls =
213 213  
214 -Users will display all active calls for the user's accounts 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.
215 215  
216 216  === Selecting The Active Call ===
217 217  
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.
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.
219 219  
220 220  === Dragging Calls ===
221 221  
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231 231  
232 232  === Call Actions ===
233 233  
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.
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.
235 235  
236 236  * **Record**: Toggle on demand recording of this call on and off.
237 237  * **Barge:** Allows users to barge in on this call. See [[doc:My Stream Widget]] for more information on barge types.
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238 238  
239 239  = Presence =
240 240  
241 -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.
242 242  
243 243  = Settings =
244 244