Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
titleDesigner Tab (when enabled)

The designer desktop is configurable under the Agent Panel + Designer option in the Agent Panel column.

Perform the following steps to navigate to the Designer desktop:

  1. Double-click and open the Agent Panel + Designer option.
  2. Click the Designer tab.
  3. Select the existing designer desktop from the Designer Desktop drop-down list.
  4. Click the Arrow to navigate the designer desktop to another window.
The Designer tab allows you to configure the designer desktop which can be assigned to the required Agent Desktop. 

Designer tab allows you to configure the designer desktop which can be assigned to the required Agent Desktop. 

Designer Desktop - Select a required designer desktop from the drop-down to

Designer Desktop - Select a required designer desktop from the drop-down to

assign to the selected agent desktop and click Save. Clicking on the refresh icon will provide the

latest

list of available designer desktops.

Click the arrow next to Refresh to display the Sign-in screen in the new Designer tab. Specify the credentials provided by the permitted administrative users to configure Designer functionality.

The designer desktop is configurable under the Agent Panel + Designer option in the Agent Panel column.

Perform the following steps to navigate to the Designer desktop:

  1. Double-click and open the Agent Panel + Designer option.
  2. Click the Designer tab.
  3. Select the existing designer desktop from the Designer Desktop drop-down list.
  4. Click the Arrow to navigate the designer desktop to another window.

For more information, see the U-CRM Agent Desktop section in the Product Documentation.

...