Create a Client Template

Requirements: See Client Templates.

Use the same controls and procedures to create a client template as you use to adjust the appearance of Interaction Connect for yourself. You save these changes to a specific client template. Create as many client templates as you need.

Note: In Interaction Administrator, CIC administrators assign Interaction Connect client templates to roles, workgroups, or users.

To create a template:

1. Display the Client Templates view, by doing one of the following:

   • Click the Administrator Views button, then click Client Templates.

   • Use the Add Views dialog box. Client Templates appears under Administration.

Result: The Client Templates view appears. It lists the available Interaction Connect templates.



2. In the Client Templates view, click New.

   Result: The New Client Template view appears.

   

3. In the Client Templates view, type the name of the new template and click Create.

   Result: The new template's name appears in the title of the Client Template view and in the list in the Client Templates view. Notice that the status of the template is Available.

   

4. Click Load.

5. On the left-side, add or close views and change the view layout as needed.

   

   Note: The Client Templates view is not visible as you work on the template. Templates do not include the Client Templates view. Agents do not need it. Administrators with the appropriate rights can easily display it as needed.

6. Optionally, add a description or other information in Notes.

7. Click Save and close the right side view.

   Result: Your default layout is restored.