Edit a Client Template

Requirements: See Client Templates.

Use the same controls and procedures to edit a client template as you use to Create a Client Template.

Note: If you edit a client template, agents assigned that template do not see the changes until an administrator reapplies the template in Interaction Administrator.

To edit 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. Do one of the following:

   • Click the template name.

   • Select the template and click Edit.

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

   Caution: Templates do not include the Client Templates view. Agents do not need it. Administrators with the appropriate rights can easily display it as needed. Do not re-display the Client Templates view and try to edit another template until you finish changes to the selected template and either save or discard your changes.

5. Optionally, on the right side, add a description or other information in Notes.

   Note: The Cancel button reverts the Notes content. It does not affect any changes you made to the view layout.

6. Do one of the following:

   • To save the changes to the template,click Save. then close the right-side Client Templates panel.

   • To discard changes to the template, close the right-side Client Templates panel.

   Result: Your default layout is restored.