Customizing the screen layout

The screen layout comprises 20 system windows that enable you to monitor in real time all of your call center's events. Each window displays information regarding a specific function of CCA. For example, one window displays any alerts that have occurred, while another shows details of the sample lists that are defined in the system.

You can choose which windows are visible, and arrange them in any way you wish. This arrangement of windows is called a workspace.

• To display a window, simply click its name in the view tab of the ribbon.
• To hide a window, simply close the window by clicking its close button at the top right.

You can also save your workspace as a  workspace preset, which can then be quickly loaded in the future. Two ways to use workspaces are:

• Where different administrators share the task of managing CCA, each can create his or her own layout to reflect personal preference;
• A call-center's chief administrator might create a different workspace preset for use on each day of the week, according to the tasks carried out in the call center on that day.

Loading a workspace preset

To load a workspace preset:

1. In the view tab of the ribbon, click presets:
   
2. In the drop-down list, select the preset you want to load.

Creating a workspace preset

To create a workspace preset, you should first display the windows you wish to see, and then organize their position, size and order. Once you are satisfied with the configuration of the screen, you can save it as a workspace preset.

To save your workspace as a preset:

1. In the view tab of the ribbon, click presets:
   
2. Select save as.... The new workspace dialog appears:
   
3. Enter a name for your screen layout, and click OK. The current screen layout is saved as a workspace preset.

To select this layout in future, you only need to select it from the workspace list. To edit it, simply arrange the screen layout as you see fit, and it is saved automatically. You can also repeat the procedure above to save the preset under a different name.

Renaming an existing workspace preset

To rename one of the preset screen layouts:

1. In the view tab of the ribbon, click presets:
   
2. Click manage.... The manage workspace presets window appears:
   
3. Click the preset layout you want to rename, and click rename.
4. Type a new name for the preset layout.
5. Click close to close the dialog and apply your changes.

Deleting a workspace preset

To delete one of CCA's screen layouts:

1. In the view tab of the ribbon, click presets:
   
2. Click manage.... The manage workspace presets window appears:
   
3. Click the preset layout you want to delete, and click delete.
4. Click close to close the dialog.