The Screen Configuration window enables you to configure the display of the main area of a record (account, contact, or ticket) in a section or the display of the Detail tab of a record in a section. This window appears when you click the following buttons on the Properties tab:
- Account Detail Screen: Enables you to configure the Detail tab of an account record.
- Account Highlight Screen: Enables you to configure the main area of an account record.
- Contact Detail Screen: Enables you to configure the Detail tab of a contact record.
- Contact Highlight Screen: Enables you to configure the main area of a contact record.
- Detail Screen: Enables you to configure the Detail tab of a contact record.
- Highlight Screen: Enables you to configure the main area of a contact record.
- Ticket Detail Screen: Enables you to configure the Detail tab of a ticket record.
- Ticket Highlight Screen: Enables you to configure the main area of a ticket record.
The following table describes the sections that appear in the Screen Configuration window.
| Section | Description |
|---|---|
| Ticket Types | Appears when you click the Ticket Detail Screen or Ticket Highlight Screen button. The section contains the types of tickets, one of which you must select for configuration. |
| Available | Contains the fields that are hidden from the record. You can display certain fields in the record by selecting the fields in this section and then clicking the right arrow icon |
| Selected | Contains the fields that are displayed in the record. You can hide certain fields from the record by selecting the fields in this section and then clicking the left arrow icon The Name, Type, and Column columns in this section represent the label of a field, characteristic (data type) of a field, and the columnar position of the field in the area, respectively. You can modify these values by clicking the respective cells. The Group column appears in this section if you click the following buttons:
The Group column represents the section (for example, General or Other) on the Detail tab in which the field is displayed. You can modify the values in these columns by clicking the values. You can revert the changes made to the columns by clicking Refresh. The order in which the fields appear in the Selected section represents the order in which they appear in the record on the agent desktop. You can modify the order by using the drag-and-drop operation in the Selected section. |
| Preview | Enables you to preview the area as it will be displayed on the agent desktop. |
