Delete a Client Template

Requirements: See Client Templates.

You can delete a template in the Client Templates view.

Note: If you delete a client template, agents assigned that template are not affected until an administrator assigns another template in Interaction Administrator.

To delete 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. Find the template. In the Client Templates view, scroll the list of available client templates or type all or part of a template name in Search Client Templates.

3. Select the template and click Delete.

4. In the Delete confirmation dialog box, click Confirm.