Edit a Template

Requirements: See Client Templates.

You use the same controls and procedures to edit a client template as you use to adjust your own configuration settings and the appearance of Interaction Desktop. When you finish editing a template, Customer Interaction Center restores your current Interaction Desktop layout and configuration settings.

Note: You cannot delete the default workspace in a template. If you have the Customize Client Security right, you can delete any views within the default workspace.

To edit a template:

1. Select File > Templates > Manage Templates.

2. In the Manage Templates dialog box, select a template and click Load for edit.

3. 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.

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

5. In the Save Changes? dialog box, click Yes.

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