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Wiki source code of Users Widget

Version 6.1 by colinw on 2021/09/09 18:01
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1 {{layout}}
2 {{layout-section ac:type="two_right_sidebar"}}
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.
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6 |=(((
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9 [[image:attach:user_widget.png]]
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12 )))|=(((
13 1. User login status
14 1. Presence status icon
15 1. User name
16 1. Caller ID of call
17 1. Presence status text
18 1. Call time
19 1. E-mail icon
20 1. Chat
21 1. Agent button
22 1. Do Not Disturb toggle
23 1. Voicemail
24 1. Record
25 1. Barge
26 )))
27 {{/layout-cell}}
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29 {{layout-cell}}
30 {{panel}}
31 **//On this page~://**
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35 {{toc maxLevel="2"/}}
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38 (% style="background-color: rgb(221,221,221);" %)
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40 {{/layout-cell}}
41 {{/layout-section}}
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43 {{layout-section ac:type="single"}}
44 {{layout-cell}}
45 = (% style="color: rgb(0,0,0);" %)User Boxes(%%) =
46
47 The Users Widget will have 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.
48
49 === User Login Status ===
50
51 The bar on the left hand side of the User box will display the current iSymphony login status of the User. By default logged out Users will be grey and logged in Users will be green.
52
53 === Call and Extension Status ===
54
55 The user boxes will change color to show the users current call or extension registration status. For a list of default status colors and what they represent see [[doc:Call Status]].
56
57 ===== User Registration Status =====
58
59 A general registration status will show on the User Box for all of the user's extensions.
60
61 * The User Box itself will show the registered status color if the user has at least one extension assigned to them that is registered.
62 * The unregistered status will show on the User Box only if all the user's extensions are unregistered.
63 \\
64
65 {{info}}
66 Overall registration state for the user will not be shown if the user is on an active call.
67 {{/info}}
68
69 ===== Extension Registration Status =====
70
71 You can view individual extension registration status for each of a user's assigned extensions by selecting the user's name in the User Box in order to open the Account Selection List.
72
73 = User Actions =
74
75 There are several buttons that will appear on a User box that will allow other Users in the system to perform actions on that User.
76
77 * 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.
78 * Chat: This button allows a User to start a Chat session with this User. See [[doc:Chat]] for more information.
79
80 = Sorting And Filtering =
81
82 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.
83
84 === Sorting ===
85
86 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.
87
88 * None: No sorting.
89 * Availability Status: Sorts by the current Status set on the User. See Presence for more information.
90 * Call Status: Sorts by the User's Account call status.
91 * Caller ID (Name): Sorts by the User's Account call Caller ID name.
92 * Caller ID (Number): Sorts by the User's Account call Caller ID number.
93 * Login: Sorts by the User's iSymphony login status.
94 * Name: Sorts by the User's display name.
95 * Talk Time: Sorts by the Users Account Call time.
96
97 === Filtering ===
98
99 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.
100
101 * User Display name.
102 * Account Display name.
103 * Account number.
104
105 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.
106
107 {{info}}
108 It is possible to filter out specific extensions on a User to the point where the Account List on a User box 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 box will show in the User list but he Account list in the User box will only show Extension 100 and not 200.
109 {{/info}}
110
111 = =
112
113 {{id name="Accounts"/}}AccountsJust like in the [[doc:My Stream Widget]] the User boxes in the Users Widget will display information about all the specified User's Accounts.
114
115 === Selecting The Active Account ===
116
117 The selected Account on a User box determines what Account the action buttons of the User box 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 box 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, which will open a drop down menu of all available Accounts for you to select from.
118
119 {{info}}
120 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.
121 {{/info}}
122
123 === The "User" Account ===
124
125 All Users will have one Account labeled **User** in the Account list. This Account is the default selection for all User boxes 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.
126
127 === Drag From Accounts ===
128
129 Users can drag Extension Accounts from the User box to the following destinations in order to originate calls from the dragged Account to the dropped destination. The Account that is currently selected in the User box will determine which Account is dragged to perform the origination.
130
131 {{info}}
132 The location where you drag from in the User box will determine what object is dragged.
133
134 * Drag from the User box header: Will drag the Account for origination. The drag image will be that of the entire User box.
135 * 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.
136 {{/info}}
137
138 * Users
139 * User Extensions
140 * User Alternative Phone Numbers
141 * User Voicemail Box
142 * Conference Rooms
143
144 === Drag To Accounts ===
145
146 Users can drop Accounts from the other User boxes or the [[doc:My Stream Widget]] on Accounts in the User box 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 User box will determine which Account is the destination Account for the origination.
147
148 Users can drop calls from the following locations on Accounts in the User box in order to transfer that call to the Account that was dropped on. The Account that is currently selected in the User box will determine which Account is the destination Account for the transfer.
149
150 * Users
151 * Queues
152 * Parking Lots
153 * Conference Rooms
154
155 {{info}}
156 During a drag to a User box you can hover over the header in the User box 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.
157 {{/info}}
158
159 === Account Actions ===
160
161 Several buttons will appear on the User box that will allow you to perform actions on the currently selected Account.
162
163 * Agent: Allows you to manage this Account's agent login along with pause state and penalty.
164 * DND: Allows you to toggle this Account's DND status.
165 * Voicemail: Allows you to originate and transfer calls directly to this Account's voicemail box.
166 ** If clicked a call will be originated to the Account's voicemail box using your selected Default Account.
167 ** If an Account is dropped on the button a call will be originated from the dropped Account to the Account's voicemail box.
168 ** If a call is dropped on the button the call will be transferred directly to the Account's voicemail box.
169 ** Actions using the voicemail button will not ring the extension.
170
171 = Calls =
172
173 The User box will display all active calls for the User's Accounts and allow you to manage those calls.
174
175 === Selecting The Active Call ===
176
177 The User box 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.
178
179 === Dragging Calls ===
180
181 Users can drag calls from the User boxes to the following locations in order to transfer that call to the destination.
182
183 * Users (can utilize the Default Account, See **The "User" Account** section above and [[y Stream Widget>>doc:My Stream Widget]] for more information)
184 * User Extensions
185 * User Alternative Phone Numbers
186 * User Voicemail Boxes (will not ring destination extension)
187 * Conference Rooms
188 * Parking Lots
189 * Queues
190
191 === Call Actions ===
192
193 Several buttons will appear on the User box 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 box.
194
195 * Record: Toggle on demand recording of this call on and off.
196 * Barge: Allows users to barge in on this call. See [[doc:My Stream Widget]] for more information on barge types.
197
198 = Presence =
199
200 Users can view and manage other Users presence from a User box. See Presence for more information.
201
202 = Settings =
203
204 Settings for the Users Widget can be access by clicking the cog icon in the top right hand corner of the Users Widget.
205
206 |(% class="highlight-grey" data-highlight-colour="grey" %)(% class="highlight-grey" data-highlight-colour="grey" %)
207 (((
208 **User Box Width:**
209 )))|(% class="highlight-grey" data-highlight-colour="grey" %)(% class="highlight-grey" data-highlight-colour="grey" %)
210 (((
211 Allows you to specify the width of the user boxes in pixels.
212 )))
213 {{/layout-cell}}
214 {{/layout-section}}
215 {{/layout}}