Create a Template

Requirements: See Client Templates.

You use the same controls and procedures to create a client template as you use to adjust your own configuration settings and the appearance of Interaction Desktop. You save these changes to a specific client template. You can create as many client templates as you need. When you finish creating or editing a template, Customer Interaction Center restores your current Interaction Desktop layout and configuration settings.

To create a template:

1. Select File > Templates > Enter Template Mode.

2. Do any or all of the following:

   • Adjust configuration settings in the Configuration dialog box.

Tip: For a list of available configuration options, see Configuration Options.

1. • Create a custom workspace.

   • Delete a custom workspace.

   • Add or close views.

   • Add or remove view columns.

   • Change view layout.

   • Customize toolbars.

3. When the template is complete, select Exit Template Mode from the menu bar.

4. In the Save Changes dialog box, click Yes.

5. In the Save Template dialog box, do one of the following:

   • In the Template name text box, type a name for this template.

   • From the list of existing templates, select one.

6. Click Save.

Result: You exit Template Mode.

Note: Customer Interaction Center restores your current layout and configuration settings when you exit Template Mode.

Related Topics

Manage Templates