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Introduction

The user interface of the account, contact, and ticket records contains the main area and the Detail tab (in addition to other tabs). The fields on the Detail tab are displayed within groups (for example, General, Description, and Billing for an account). You can configure the appearance of the main area and the Detail tab of the records.

The screen configuration set for contact records is applied only to the contact records that appear within the Ticketing component.





Configuring the Display

Main Area

To configure the display of the main area of the account, contact, and ticket records:

  1. On the Configure tab of the LiveVox Portal (LVP):
    • For accounts: Click Account > Accounts Config.
    • For contacts: Click Contacts > Contact Views.
    • For tickets: Click Ticketing > Tickets Config.

  2. Click the Screen tab.

    For tickets, additionally, double-click the type of ticket for which you want to configure the display. These ticket types are configured on the Settings tab. For more information, see Ticket Settings.

    The Highlight and Detail subtabs appear.

    The Selected section displays the following columns:

    • Name: Name of the field.
    • Data Index: Internal name of the field.
    • Type: Characteristic of the field.
    • Required: Indicates if the field must contain a value (mandatory field) to create or update an account.
    • Column: Columnar position of the field in the user interface of an account.

  3. On the Highlight subtab, in the Available section, select the fields that you want to be displayed in the main area of the records, and then click the right arrow icon .
    The selected fields appear in the Selected section.

    You can filter the fields in the Available section by using the Filter box.

  4. In the Selected section, select the field that you do not want to be displayed in the main area of the records, and then click the left arrow icon .
    The selected field is removed from the Selected section, and it appears in the Available section.

  5. To define the position of a field in the records, in the Selected section, drag the field to the required position. 

    The order in which the fields appear in the Selected section represents the order in which they appear in the record. 

  6. To modify the properties of the selected fields, in the Selected section, click the cell containing the property you want to modify, and then specify the property.

    • You can revert your changes by clicking Reset.
    • You can preview your changes by expanding the Preview section.

  7. Click Save.

    The display of the main area of the records is configured.

Detail Tab

To configure the display of the area on the Detail tab of the account, contact, and ticket records, perform Steps 3 through 7 on the Detail subtab.

The Group column in the Selected section represents that section on the Detail tab in which the field appears (for example, General, Description, or Billing). You can modify the value in this column by clicking the cell displaying the value and then selecting the required section.

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